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Old North State Wealth Management’s Apple AAPL Stock Holding History

Old North State 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 		$9.35M Buy
32,267
+410
+1% +$117K 4% 2
2026
Q1 		$8.1M Sell
31,857
-183
-0.6% -$47.6K 3.75% 3
2025
Q4 		$8.73M Buy
32,040
+581
+2% +$156K 4.1% 2
2025
Q3 		$8.03M Buy
31,459
+215
+0.7% +$48.6K 3.75% 2
2025
Q2 		$6.42M Buy
31,244
+1,936
+7% +$391K 3.35% 4
2025
Q1 		$6.52M Buy
29,308
+1,914
+7% +$443K 3.63% 3
2024
Q4 		$6.87M Buy
27,394
+344
+1% +$81.1K 3.86% 4
2024
Q3 		$6.31M Buy
27,050
+13,472
+99% +$3.01M 3.53% 6
2024
Q2 		$2.86M Buy
13,578
+770
+6% +$144K 1.89% 20
2024
Q1 		$2.2M Buy
12,808
+888
+7% +$161K 1.44% 24
2023
Q4 		$2.3M Buy
11,920
+757
+7% +$140K 1.7% 21
2023
Q3 		$1.91M Sell
11,163
-314
-3% -$57.6K 1.68% 21
2023
Q2 		$2.23M Sell
11,477
-3,760
-25% -$655K 1.95% 19
2023
Q1 		$2.51M Buy
15,237
+1,411
+10% +$208K 2.35% 18
2022
Q4 		$1.8M Sell
13,826
-135
-1% -$19.3K 1.81% 21
2022
Q3 		$1.93M Buy
13,961
+2,027
+17% +$318K 2.23% 17
2022
Q2 		$1.63M Buy
11,934
+1,299
+12% +$197K 1.86% 21
2022
Q1 		$1.86M Buy
10,635
+459
+5% +$77.2K 1.86% 22
2021
Q4 		$1.81M Buy
+10,176
New +$1.61M 1.82% 23

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

Old North State Wealth Management's AAPL Position: Q2 2026 in Review

Old North State Wealth Management increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $117K and bringing the position to 32,267 shares worth $9.35M. The position accounts for 4% of the portfolio, ranked #2.

Old North State Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Old North State Wealth Management held 32,267 shares of Apple worth $9.35M as of Q2 2026.
  • Old North State Wealth Management bought 410 Apple shares in Q2 2026, an estimated $117K.
  • Apple made up 4% of Old North State Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Old North State Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.