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Omni 360 Wealth’s Apple AAPL Stock Holding History

Omni 360 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 		$3.37M Sell
11,648
-367
-3% -$105K 1.56% 18
2026
Q1 		$3.05M Sell
12,015
-248
-2% -$64.5K 1.57% 15
2025
Q4 		$3.19M Sell
12,263
-507
-4% -$136K 1.63% 14
2025
Q3 		$3.25M Sell
12,770
-196
-2% -$44.3K 1.82% 13
2025
Q2 		$2.66M Buy
12,966
+1,085
+9% +$219K 1.65% 14
2025
Q1 		$2.64M Sell
11,881
-648
-5% -$150K 1.77% 15
2024
Q4 		$3.14M Sell
12,529
-4,806
-28% -$1.13M 2.09% 12
2024
Q3 		$4.04M Buy
17,335
+1,901
+12% +$425K 2.77% 8
2024
Q2 		$3.25M Sell
15,434
-251
-2% -$46.8K 2.47% 9
2024
Q1 		$2.69M Buy
15,685
+303
+2% +$55.1K 2.22% 11
2023
Q4 		$2.96M Buy
+15,382
New +$2.84M 2.77% 8

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

Omni 360 Wealth's AAPL Position: Q2 2026 in Review

Omni 360 Wealth reduced its Apple (AAPL) stake by 3.1% in Q2 2026, selling an estimated $105K and leaving 11,648 shares worth $3.37M. The position accounts for 1.56% of the portfolio, ranked #18.

Omni 360 Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q3 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Omni 360 Wealth held 11,648 shares of Apple worth $3.37M as of Q2 2026.
  • Omni 360 Wealth sold 367 Apple shares in Q2 2026, an estimated $105K.
  • Apple made up 1.56% of Omni 360 Wealth's portfolio in Q2 2026, its #18 holding.
  • Omni 360 Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's Apple position peaked at $4.04M in Q3 2024.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.