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Perfromance Wealth Partners’s Apple AAPL Stock Holding History

Perfromance Wealth Partners’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 		$1.14B Buy
3,933,000
+8,388
+0.2% +$2.4M 28.26% 1
2026
Q1 		$996M Sell
3,924,612
-33,667
-0.9% -$8.76M 28.9% 1
2025
Q4 		$1.08B Sell
3,958,279
-83,254
-2% -$22.3M 29.17% 1
2025
Q3 		$1.03B Sell
4,041,533
-24,653
-0.6% -$5.57M 28.71% 1
2025
Q2 		$834M Sell
4,066,186
-38,644
-0.9% -$7.8M 26.69% 1
2025
Q1 		$912M Sell
4,104,830
-43,770
-1% -$10.1M 32.57% 1
2024
Q4 		$1.04B Sell
4,148,600
-11,587
-0.3% -$2.73M 33.39% 1
2024
Q3 		$969M Buy
4,160,187
+38,892
+0.9% +$8.69M 33.37% 1
2024
Q2 		$868M Buy
4,121,295
+24,955
+0.6% +$4.65M 31.99% 1
2024
Q1 		$702M Buy
4,096,340
+3,255
+0.1% +$592K 29.48% 1
2023
Q4 		$788M Buy
4,093,085
+1,106
+0% +$204K 34.63% 1
2023
Q3 		$701M Sell
4,091,979
-21,367
-0.5% -$3.92M 34.05% 1
2023
Q2 		$787M Sell
4,113,346
-27,573
-0.7% -$4.8M 36.17% 1
2023
Q1 		$683M Buy
4,140,919
+612
+0% +$90.3K 35% 1
2022
Q4 		$538M Sell
4,140,307
-73,823
-2% -$10.6M 32.37% 1
2022
Q3 		$582M Buy
4,214,130
+5,662
+0.1% +$889K 33.73% 1
2022
Q2 		$575M Sell
4,208,468
-44,050
-1% -$6.67M 32.34% 1
2022
Q1 		$743M Sell
4,252,518
-3,947
-0.1% -$664K 32.35% 1
2021
Q4 		$756M Buy
+4,256,465
New +$673M 30.51% 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

Perfromance Wealth Partners's AAPL Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Apple (AAPL) stake by 0.21% in Q2 2026, buying an estimated $2.4M and bringing the position to 3,933,000 shares worth $1.14B. The position accounts for 28.26% of the portfolio, ranked #1.

Perfromance Wealth Partners first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Perfromance Wealth Partners held 3,933,000 shares of Apple worth $1.14B as of Q2 2026.
  • Perfromance Wealth Partners bought 8,388 Apple shares in Q2 2026, an estimated $2.4M.
  • Apple made up 28.26% of Perfromance Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Perfromance Wealth Partners first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.