NewEdge Advisors’s Apple AAPL Stock Holding History

NewEdge Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-573	Closed	-$159K	–	1521
2022 Q2	$159K	Sell	573 -1,342,738	-100%	-$203M	﹤0.01%	1422
2022 Q1	$232M	Buy	+1,343,311	New	+$226M	3.73%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NewEdge Advisors's AAPL Position: Q2 2026 in Review

NewEdge Advisors increased its Apple (AAPL) stake by 3.5% in Q2 2026, buying an estimated $33.5M and bringing the position to 3,482,619 shares worth $1.01B. The position accounts for 3% of the portfolio, ranked #1.

NewEdge Advisors first reported a position in AAPL in Q1 2016 and has held it in 40 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

NewEdge Advisors held 3,482,619 shares of Apple worth $1.01B as of Q2 2026.
NewEdge Advisors bought 117,022 Apple shares in Q2 2026, an estimated $33.5M.
Apple made up 3% of NewEdge Advisors's portfolio in Q2 2026, its #1 holding.
NewEdge Advisors first reported a position in Apple in Q1 2016 and has held it in 40 quarters since.
6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.