Nicola Wealth Management’s Apple AAPL Stock Holding History

Nicola Wealth Management’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	$17.7M	Hold	61,000	–	–	2.03%	21
2026 Q1	$15.5M	Buy	+61,000	New	+$15.9M	1.86%	25
2023 Q1	–	Sell	-70,000	Closed	-$9.1M	–	111
2022 Q4	$9.1M	Sell	70,000 -19,000	-21%	-$2.72M	0.92%	38
2022 Q3	$12.3M	Sell	89,000 -8,500	-9%	-$1.33M	1.35%	28
2022 Q2	$13.3M	Buy	97,500 +28,000	+40%	+$4.24M	1.27%	26
2022 Q1	$12.1M	Sell	69,500 -3,000	-4%	-$504K	1.07%	37
2021 Q4	$12.9M	Buy	72,500 +3,000	+4%	+$474K	1.21%	30
2021 Q3	$9.83M	Sell	69,500 -22,000	-24%	-$3.24M	1.01%	39
2021 Q2	$12.5M	Buy	91,500 +12,000	+15%	+$1.55M	1.28%	26
2021 Q1	$9.71M	Sell	79,500 -8,000	-9%	-$1.03M	1.09%	40
2020 Q4	$11.6M	Buy	87,500 +10,500	+14%	+$1.26M	1.44%	25
2020 Q3	$8.92M	Sell	77,000 -3,000	-4%	-$327K	1.27%	26
2020 Q2	$7.3M	Sell	80,000 -40,000	-33%	-$3.1M	1.01%	42
2020 Q1	$7.63M	Buy	120,000 +40,000	+50%	+$2.94M	1.15%	30
2019 Q4	$5.87M	Buy	+80,000	New	+$5.15M	0.88%	52
2019 Q2	–	Sell	-352,000	Closed	-$16.7M	–	90
2019 Q1	$16.7M	Buy	352,000 +89,600	+34%	+$3.8M	2.5%	7
2018 Q4	$10.3M	Buy	262,400 +160,000	+156%	+$7.76M	1.7%	15
2018 Q3	$5.78M	Buy	+102,400	New	+$5.33M	0.99%	40
2018 Q2	–	Sell	-130,400	Closed	-$5.47M	–	94
2018 Q1	$5.47M	Buy	+130,400	New	+$5.61M	1.1%	26

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

Nicola Wealth Management's AAPL Position: Q2 2026 in Review

Nicola Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 61,000 shares worth $17.7M. The position accounts for 2.03% of the portfolio, ranked #21.

Nicola Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Nicola Wealth Management held 61,000 shares of Apple worth $17.7M as of Q2 2026.
Nicola Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 2.03% of Nicola Wealth Management's portfolio in Q2 2026, its #21 holding.
Nicola Wealth Management first reported a position in Apple in Q1 2018 and has held it in 19 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.