PACK Private Wealth’s Apple AAPL Stock Holding History

PACK Private 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	$2.77M	Sell	9,565 -64	-0.7%	-$18.3K	1.15%	12
2026 Q1	$2.44M	Hold	9,629	–	–	1.12%	12
2025 Q4	$2.62M	Sell	9,629 -281	-3%	-$75.4K	1.19%	13
2025 Q3	$2.52M	Buy	9,910 +7,425	+299%	+$1.68M	1.19%	13
2025 Q2	$510K	Sell	2,485 -125	-5%	-$25.2K	0.27%	22
2025 Q1	$580K	Hold	2,610	–	–	0.34%	19
2024 Q4	$654K	Hold	2,610	–	–	0.38%	18
2024 Q3	$608K	Sell	2,610 -90	-3%	-$20.1K	0.34%	18
2024 Q2	$569K	Buy	2,700 +121	+5%	+$22.6K	0.35%	18
2024 Q1	$442K	Sell	2,579 -18	-0.7%	-$3.27K	0.28%	23
2023 Q4	$500K	Sell	2,597 -108	-4%	-$19.9K	0.34%	19
2023 Q3	$470K	Hold	2,705	–	–	0.35%	19
2023 Q2	$525K	Hold	2,705	–	–	0.39%	19
2023 Q1	$446K	Hold	2,705	–	–	0.35%	18
2022 Q4	$351K	Hold	2,705	–	–	0.3%	22
2022 Q3	$374K	Sell	2,705 -17	-0.6%	-$2.67K	0.35%	22
2022 Q2	$372K	Sell	2,722 -65	-2%	-$9.84K	0.34%	22
2022 Q1	$487K	Sell	2,787 -62	-2%	-$10.4K	0.4%	21
2021 Q4	$506K	Buy	+2,849	New	+$450K	0.4%	20

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

PACK Private Wealth's AAPL Position: Q2 2026 in Review

PACK Private Wealth reduced its Apple (AAPL) stake by 0.66% in Q2 2026, selling an estimated $18.3K and leaving 9,565 shares worth $2.77M. The position accounts for 1.15% of the portfolio, ranked #12.

PACK Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

PACK Private Wealth held 9,565 shares of Apple worth $2.77M as of Q2 2026.
PACK Private Wealth sold 64 Apple shares in Q2 2026, an estimated $18.3K.
Apple made up 1.15% of PACK Private Wealth's portfolio in Q2 2026, its #12 holding.
PACK Private Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.