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Nicholson Wealth Management Group’s Apple AAPL Stock Holding History

Nicholson Wealth Management Group’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 		$3.26M Sell
11,256
-8
-0.1% -$2.29K 1.92% 5
2026
Q1 		$2.86M Buy
11,264
+332
+3% +$86.4K 1.66% 5
2025
Q4 		$2.97M Sell
10,932
-273
-2% -$73.3K 1.74% 5
2025
Q3 		$2.85M Buy
11,205
+519
+5% +$117K 1.67% 5
2025
Q2 		$2.19M Buy
10,686
+345
+3% +$69.7K 1.35% 9
2025
Q1 		$2.3M Buy
10,341
+382
+4% +$88.5K 1.51% 7
2024
Q4 		$2.49M Buy
9,959
+1,377
+16% +$325K 1.67% 6
2024
Q3 		$2M Buy
+8,582
New +$1.92M 1.64% 10

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

Nicholson Wealth Management Group's AAPL Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Apple (AAPL) stake by 0.07% in Q2 2026, selling an estimated $2.29K and leaving 11,256 shares worth $3.26M. The position accounts for 1.92% of the portfolio, ranked #5.

Nicholson Wealth Management Group first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Nicholson Wealth Management Group held 11,256 shares of Apple worth $3.26M as of Q2 2026.
  • Nicholson Wealth Management Group sold 8 Apple shares in Q2 2026, an estimated $2.29K.
  • Apple made up 1.92% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #5 holding.
  • Nicholson Wealth Management Group first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.