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	–	Sell	-2,500	Closed	-$634K	–	1233
2026 Q1	$634K	Buy	+2,500	New	+$651K	0.01%	741
2024 Q2	–	Sell	-19,100	Closed	-$61.1K	–	760
2024 Q1	$61.1K	Buy	+19,100	New	+$3.47M	﹤0.01%	792

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 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. 6,135 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.
6,135 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.