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Palumbo Wealth Management’s Apple AAPL Stock Holding History

Palumbo 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 		$20.1M Buy
69,432
+173
+0.2% +$49.5K 4.21% 4
2026
Q1 		$17.6M Buy
69,259
+3,904
+6% +$1.02M 4.29% 4
2025
Q4 		$17.8M Buy
65,355
+328
+0.5% +$88.1K 4.38% 4
2025
Q3 		$15.3M Buy
65,027
+8,229
+14% +$1.86M 4.9% 3
2025
Q2 		$11.7M Buy
56,798
+4,331
+8% +$875K 3.61% 4
2025
Q1 		$11.7M Buy
52,467
+7,341
+16% +$1.7M 3.9% 4
2024
Q4 		$11.3M Buy
45,126
+967
+2% +$228K 4.22% 4
2024
Q3 		$10.3M Sell
44,159
-134
-0.3% -$29.9K 4% 5
2024
Q2 		$9.33M Buy
44,293
+119
+0.3% +$22.2K 3.94% 5
2024
Q1 		$7.58M Sell
44,174
-366
-0.8% -$66.5K 3.39% 6
2023
Q4 		$8.58M Buy
44,540
+247
+0.6% +$45.6K 4.38% 6
2023
Q3 		$7.58M Sell
44,293
-365
-0.8% -$66.9K 4.17% 6
2023
Q2 		$8.66M Buy
44,658
+1,313
+3% +$229K 5.3% 6
2023
Q1 		$7.15M Buy
43,345
+16,035
+59% +$2.37M 4.75% 7
2022
Q4 		$3.55M Buy
27,310
+1,722
+7% +$246K 2.82% 9
2022
Q3 		$3.54M Buy
25,588
+5
+0% +$785 2.99% 11
2022
Q2 		$3.5M Buy
25,583
+1,315
+5% +$199K 2.78% 10
2022
Q1 		$4.24M Sell
24,268
-364
-1% -$61.2K 2.72% 12
2021
Q4 		$4.37M Buy
24,632
+148
+0.6% +$23.4K 2.74% 9
2021
Q3 		$3.46M Sell
24,484
-232
-0.9% -$34.2K 2.28% 9
2021
Q2 		$3.38M Sell
24,716
-261
-1% -$33.8K 2.27% 9
2021
Q1 		$3.05M Buy
24,977
+404
+2% +$51.9K 2.3% 8
2020
Q4 		$3.26M Buy
+24,573
New +$2.96M 2.63% 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

Palumbo Wealth Management's AAPL Position: Q2 2026 in Review

Palumbo Wealth Management increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $49.5K and bringing the position to 69,432 shares worth $20.1M. The position accounts for 4.21% of the portfolio, ranked #4.

Palumbo Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Palumbo Wealth Management held 69,432 shares of Apple worth $20.1M as of Q2 2026.
  • Palumbo Wealth Management bought 173 Apple shares in Q2 2026, an estimated $49.5K.
  • Apple made up 4.21% of Palumbo Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Palumbo Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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