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Peterson Wealth Management’s Apple AAPL Stock Holding History

Peterson 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
2023
Q4 		– Sell
-200
Closed -$34.2K – 53
2023
Q3 		$34.2K Buy
+200
New +$36.7K 0.03% 60

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

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

Peterson Wealth Management increased its Apple (AAPL) stake by 255% in Q2 2026, buying an estimated $2.65M and bringing the position to 12,908 shares worth $3.74M. The position accounts for 1.74% of the portfolio, ranked #19.

Peterson Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.49M in Q4 2024. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Peterson Wealth Management held 12,908 shares of Apple worth $3.74M as of Q2 2026.
  • Peterson Wealth Management bought 9,272 Apple shares in Q2 2026, an estimated $2.65M.
  • Apple made up 1.74% of Peterson Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Peterson Wealth Management first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • Peterson Wealth Management's Apple position peaked at $6.49M in Q4 2024.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.