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NewEdge Wealth’s Apple AAPL Stock Holding History

NewEdge Wealth’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
2026
Q2 		$403M Buy
1,394,101
+34,279
+3% +$9.81M 4.03% 2
2026
Q1 		$345M Buy
1,359,822
+15,843
+1% +$4.12M 4.11% 2
2025
Q4 		$365M Buy
1,343,979
+176,827
+15% +$47.5M 4.13% 3
2025
Q3 		$315M Buy
1,167,152
+58,661
+5% +$13.3M 4.52% 2
2025
Q2 		$244M Buy
1,108,491
+33,032
+3% +$6.67M 3.82% 2
2025
Q1 		$239M Sell
1,075,459
-59,570
-5% -$13.8M 4.33% 2
2024
Q4 		$284M Buy
1,135,029
+62,864
+6% +$14.8M 4.93% 2
2024
Q3 		$250M Buy
1,072,165
+168,405
+19% +$37.6M 4.51% 2
2024
Q2 		$190M Sell
903,760
-57,273
-6% -$10.7M 4.12% 2
2024
Q1 		$166M Buy
961,033
+152,324
+19% +$27.7M 3.73% 2
2023
Q4 		$156M Buy
808,709
+112,980
+16% +$20.9M 3.98% 2
2023
Q3 		$119M Buy
695,729
+80,298
+13% +$14.7M 3.77% 2
2023
Q2 		$119M Buy
615,431
+55,184
+10% +$9.62M 3.99% 2
2023
Q1 		$92.4M Buy
560,247
+33,345
+6% +$4.92M 3.51% 2
2022
Q4 		$68.5M Buy
526,902
+17,183
+3% +$2.46M 2.95% 2
2022
Q3 		$70.4M Buy
509,719
+89,527
+21% +$14.1M 3.33% 2
2022
Q2 		$57.4M Buy
420,192
+48,995
+13% +$7.42M 2.61% 3
2022
Q1 		$64.8M Buy
371,197
+34,809
+10% +$5.85M 2.88% 5
2021
Q4 		$59.7M Buy
336,388
+70,956
+27% +$11.2M 2.5% 9
2021
Q3 		$37.6M Buy
265,432
+79,068
+42% +$11.6M 2.24% 9
2021
Q2 		$25.5M Buy
186,364
+23,157
+14% +$3M 1.95% 9
2021
Q1 		$19.9M Buy
163,207
+113,512
+228% +$14.6M 1.98% 9
2020
Q4 		$6.59M Buy
+49,695
New +$5.98M 2.03% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NewEdge Wealth's AAPL Position: Q2 2026 in Review

NewEdge Wealth increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $9.81M and bringing the position to 1,394,101 shares worth $403M. The position accounts for 4.03% of the portfolio, ranked #2.

NewEdge Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NewEdge Wealth held 1,394,101 shares of Apple worth $403M as of Q2 2026.
  • NewEdge Wealth bought 34,279 Apple shares in Q2 2026, an estimated $9.81M.
  • Apple made up 4.03% of NewEdge Wealth's portfolio in Q2 2026, its #2 holding.
  • NewEdge Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.