PFWA
AAPL icon

Paces Ferry Wealth Advisors’s Apple AAPL Stock Holding History

Paces Ferry Wealth Advisors’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 		– Sell
-500
Closed -$127K – 143
2026
Q1 		$127K Buy
+500
New +$130K 0.05% 128

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

Paces Ferry Wealth Advisors's AAPL Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Apple (AAPL) stake by 6.8% in Q2 2026, selling an estimated $1.06M and leaving 50,357 shares worth $14.6M. The position accounts for 5.4% of the portfolio, ranked #5.

Paces Ferry Wealth Advisors first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.2M in Q2 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Paces Ferry Wealth Advisors held 50,357 shares of Apple worth $14.6M as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 3,699 Apple shares in Q2 2026, an estimated $1.06M.
  • Apple made up 5.4% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Paces Ferry Wealth Advisors first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Apple position peaked at $15.2M in Q2 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.