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Papamarkou Wellner Asset Management’s Apple AAPL Stock Holding History

Papamarkou Wellner Asset 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 		$18.8M Hold
74,145
– – 11.8% 1
2026
Q1 		$18.8M Buy
74,145
+730
+1% +$190K 11.5% 1
2025
Q4 		$20M Sell
73,415
-510
-0.7% -$137K 11.99% 1
2025
Q3 		$18.8M Sell
73,925
-525
-0.7% -$119K 11.64% 1
2025
Q2 		$15.3M Sell
74,450
-1,796
-2% -$363K 10.11% 1
2025
Q1 		$16.9M Sell
76,246
-1,559
-2% -$361K 11.8% 1
2024
Q4 		$19.5M Buy
+77,805
New +$18.3M 13.42% 1

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

Papamarkou Wellner Asset Management's AAPL Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Apple (AAPL) position steady in Q2 2026 at 74,145 shares worth $18.8M. The position accounts for 11.8% of the portfolio, ranked #1.

Papamarkou Wellner Asset Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $20M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Papamarkou Wellner Asset Management held 74,145 shares of Apple worth $18.8M as of Q2 2026.
  • Papamarkou Wellner Asset Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 11.8% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #1 holding.
  • Papamarkou Wellner Asset Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Papamarkou Wellner Asset Management's Apple position peaked at $20M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.