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Philip James Wealth Mangement’s Apple AAPL Stock Holding History

Philip James Wealth Mangement’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 		$5.52M Sell
19,082
-1,233
-6% -$353K 0.62% 37
2026
Q1 		$5.16M Sell
20,315
-287
-1% -$74.7K 0.59% 37
2025
Q4 		$5.6M Sell
20,602
-582
-3% -$156K 0.65% 38
2025
Q3 		$5.39M Sell
21,184
-87
-0.4% -$19.7K 0.63% 39
2025
Q2 		$4.36M Hold
21,271
– – 0.56% 39
2025
Q1 		$4.72M Sell
21,271
-432
-2% -$100K 0.57% 43
2024
Q4 		$5.43M Buy
21,703
+685
+3% +$161K 0.7% 32
2024
Q3 		$4.9M Buy
21,018
+13,960
+198% +$3.12M 0.6% 41
2024
Q2 		$1.49M Sell
7,058
-297
-4% -$55.4K 0.99% 19
2024
Q1 		$1.26M Sell
7,355
-331
-4% -$60.2K 0.89% 23
2023
Q4 		$1.48M Buy
+7,686
New +$1.42M 1.15% 18

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

Philip James Wealth Mangement's AAPL Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Apple (AAPL) stake by 6.1% in Q2 2026, selling an estimated $353K and leaving 19,082 shares worth $5.52M. The position accounts for 0.62% of the portfolio, ranked #37.

Philip James Wealth Mangement first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Philip James Wealth Mangement held 19,082 shares of Apple worth $5.52M as of Q2 2026.
  • Philip James Wealth Mangement sold 1,233 Apple shares in Q2 2026, an estimated $353K.
  • Apple made up 0.62% of Philip James Wealth Mangement's portfolio in Q2 2026, its #37 holding.
  • Philip James Wealth Mangement first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's Apple position peaked at $5.6M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.