NWAM LLC’s Apple AAPL Stock Holding History

NWAM LLC’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
2017 Q1	–	Sell	-258,368	Closed	-$7.48M	–	310
2016 Q4	$7.48M	Buy	+258,368	New	+$7.33M	2.48%	5

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

NWAM LLC's AAPL Position: Q2 2026 in Review

NWAM LLC increased its Apple (AAPL) stake by 7.2% in Q2 2026, buying an estimated $5.3M and bringing the position to 274,282 shares worth $79.4M. The position accounts for 3.97% of the portfolio, ranked #2.

NWAM LLC first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $90.6M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

NWAM LLC held 274,282 shares of Apple worth $79.4M as of Q2 2026.
NWAM LLC bought 18,523 Apple shares in Q2 2026, an estimated $5.3M.
Apple made up 3.97% of NWAM LLC's portfolio in Q2 2026, its #2 holding.
NWAM LLC first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
NWAM LLC's Apple position peaked at $90.6M in Q4 2021.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.