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Partnership Wealth Management’s Apple AAPL Stock Holding History

Partnership 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 		$1.34M Sell
4,633
-286
-6% -$81.8K 0.91% 22
2026
Q1 		$1.25M Buy
4,919
+297
+6% +$77.3K 0.95% 24
2025
Q4 		$1.26M Buy
4,622
+1
+0% +$268 0.9% 26
2025
Q3 		$1.18M Buy
4,621
+381
+9% +$86.1K 0.91% 26
2025
Q2 		$870K Buy
4,240
+1
+0% +$202 0.7% 34
2025
Q1 		$942K Sell
4,239
-435
-9% -$101K 0.8% 32
2024
Q4 		$1.17M Sell
4,674
-199
-4% -$46.9K 0.97% 27
2024
Q3 		$1.14M Buy
4,873
+1
+0% +$223 0.8% 26
2024
Q2 		$1.03M Buy
4,872
+1
+0% +$186 0.76% 35
2024
Q1 		$835K Buy
4,871
+1
+0% +$182 0.59% 47
2023
Q4 		$898K Buy
+4,870
New +$899K 0.68% 41

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

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

Partnership Wealth Management reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $81.8K and leaving 4,633 shares worth $1.34M. The position accounts for 0.91% of the portfolio, ranked #22.

Partnership Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Partnership Wealth Management held 4,633 shares of Apple worth $1.34M as of Q2 2026.
  • Partnership Wealth Management sold 286 Apple shares in Q2 2026, an estimated $81.8K.
  • Apple made up 0.91% of Partnership Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Partnership Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.