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Phoenix Wealth Advisors’s Apple AAPL Stock Holding History

Phoenix Wealth Advisors’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 		$9.04M Buy
31,247
+606
+2% +$173K 3.05% 7
2026
Q1 		$7.78M Sell
30,641
-2,709
-8% -$705K 3.07% 6
2025
Q4 		$9.07M Sell
33,350
-374
-1% -$100K 3.49% 7
2025
Q3 		$8.59M Buy
33,724
+2,529
+8% +$571K 3.3% 7
2025
Q2 		$6.4M Sell
31,195
-1,027
-3% -$207K 2.68% 9
2025
Q1 		$7.16M Sell
32,222
-716
-2% -$166K 3.12% 10
2024
Q4 		$8.25M Buy
32,938
+2,281
+7% +$538K 3.58% 4
2024
Q3 		$7.14M Sell
30,657
-53,439
-64% -$11.9M 3.32% 6
2024
Q2 		$17.7M Buy
84,096
+51,860
+161% +$9.67M 8.89% 1
2024
Q1 		$5.53M Buy
32,236
+377
+1% +$68.5K 3.37% 5
2023
Q4 		$5.91M Sell
31,859
-7
-0% -$1.29K 4.12% 5
2023
Q3 		$5.46M Buy
31,866
+299
+0.9% +$54.8K 3.21% 5
2023
Q2 		$6.12M Sell
31,567
-919
-3% -$160K 3.56% 3
2023
Q1 		$5.36M Buy
32,486
+14,770
+83% +$2.18M 3.32% 3
2022
Q4 		$2.3M Sell
17,716
-15,144
-46% -$2.16M 1.38% 21
2022
Q3 		$4.54M Sell
32,860
-540
-2% -$84.8K 4.54% 1
2022
Q2 		$4.57M Buy
33,400
+694
+2% +$105K 4.5% 1
2022
Q1 		$5.62M Buy
32,706
+13,769
+73% +$2.32M 5.81% 1
2021
Q4 		$3.36M Buy
18,937
+1,483
+8% +$234K 2.54% 8
2021
Q3 		$2.47M Sell
17,454
-42
-0.2% -$6.18K 1.84% 19
2021
Q2 		$2.48M Sell
17,496
-240
-1% -$31.1K 1.79% 19
2021
Q1 		$2.18M Sell
17,736
-112
-0.6% -$14.4K 1.7% 22
2020
Q4 		$2.37M Buy
+17,848
New +$2.15M 1.8% 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

Phoenix Wealth Advisors's AAPL Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $173K and bringing the position to 31,247 shares worth $9.04M. The position accounts for 3.05% of the portfolio, ranked #7.

Phoenix Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.7M in Q2 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Phoenix Wealth Advisors held 31,247 shares of Apple worth $9.04M as of Q2 2026.
  • Phoenix Wealth Advisors bought 606 Apple shares in Q2 2026, an estimated $173K.
  • Apple made up 3.05% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Phoenix Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Apple position peaked at $17.7M in Q2 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.