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Portside Wealth Group’s Apple AAPL Stock Holding History

Portside Wealth Group’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 		$16.3M Buy
56,306
+2,860
+5% +$818K 1.9% 7
2026
Q1 		$13.6M Buy
53,446
+10,339
+24% +$2.69M 1.84% 7
2025
Q4 		$11.7M Buy
43,107
+5,493
+15% +$1.47M 1.58% 10
2025
Q3 		$9.58M Buy
37,614
+3,519
+10% +$795K 1.32% 12
2025
Q2 		$7M Sell
34,095
-18,509
-35% -$3.74M 1.04% 18
2025
Q1 		$11.7M Sell
52,604
-11,716
-18% -$2.71M 1.91% 6
2024
Q4 		$16.1M Buy
64,320
+1,800
+3% +$424K 2.66% 4
2024
Q3 		$14.6M Buy
62,520
+28,460
+84% +$6.36M 2.49% 4
2024
Q2 		$7.17M Sell
34,060
-219
-0.6% -$40.8K 1.37% 12
2024
Q1 		$5.88M Buy
34,279
+753
+2% +$137K 1.09% 16
2023
Q4 		$6.45M Sell
33,526
-2,851
-8% -$526K 1.2% 15
2023
Q3 		$6.23M Sell
36,377
-1,137
-3% -$209K 1.17% 16
2023
Q2 		$7.28M Buy
+37,514
New +$6.54M 1.35% 11

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

Portside Wealth Group's AAPL Position: Q2 2026 in Review

Portside Wealth Group increased its Apple (AAPL) stake by 5.4% in Q2 2026, buying an estimated $818K and bringing the position to 56,306 shares worth $16.3M. The position accounts for 1.9% of the portfolio, ranked #7.

Portside Wealth Group first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Portside Wealth Group held 56,306 shares of Apple worth $16.3M as of Q2 2026.
  • Portside Wealth Group bought 2,860 Apple shares in Q2 2026, an estimated $818K.
  • Apple made up 1.9% of Portside Wealth Group's portfolio in Q2 2026, its #7 holding.
  • Portside Wealth Group first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.