Pathway Wealth Management’s Apple AAPL Stock Holding History

Pathway 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	$3.75M	Hold	12,950	–	–	2.61%	10
2026 Q1	$3.29M	Hold	12,950	–	–	3.11%	8
2025 Q4	$3.52M	Buy	+12,950	New	+$3.48M	3.21%	7

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

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

Pathway Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 12,950 shares worth $3.75M. The position accounts for 2.61% of the portfolio, ranked #10.

Pathway Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Pathway Wealth Management held 12,950 shares of Apple worth $3.75M as of Q2 2026.
Pathway Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 2.61% of Pathway Wealth Management's portfolio in Q2 2026, its #10 holding.
Pathway Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pathway Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.