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Precision Wealth Strategies’s Apple AAPL Stock Holding History

Precision Wealth Strategies’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 		$2.96M Sell
10,231
-75
-0.7% -$21.5K 0.89% 28
2026
Q1 		$2.62M Sell
10,306
-755
-7% -$196K 0.87% 30
2025
Q4 		$3.01M Sell
11,061
-373
-3% -$100K 0.97% 25
2025
Q3 		$2.91M Sell
11,434
-291
-2% -$65.7K 0.94% 26
2025
Q2 		$2.41M Buy
11,725
+7,408
+172% +$1.5M 0.78% 34
2025
Q1 		$959K Buy
4,317
+184
+4% +$42.6K 0.73% 24
2024
Q4 		$1.03M Buy
4,133
+443
+12% +$104K 0.8% 22
2024
Q3 		$860K Sell
3,690
-113
-3% -$25.2K 0.8% 23
2024
Q2 		$801K Sell
3,803
-201
-5% -$37.5K 0.83% 26
2024
Q1 		$687K Sell
4,004
-41
-1% -$7.46K 0.65% 29
2023
Q4 		$779K Buy
4,045
+136
+3% +$25.1K 0.76% 23
2023
Q3 		$669K Sell
3,909
-1,274
-25% -$234K 0.73% 22
2023
Q2 		$1.01M Sell
5,183
-585
-10% -$102K 1.65% 13
2023
Q1 		$951K Sell
5,768
-3,980
-41% -$587K 1.49% 12
2022
Q4 		$1.27M Sell
9,748
-3,931
-29% -$562K 1.32% 13
2022
Q3 		$2.04M Sell
13,679
-4,463
-25% -$700K 1.8% 10
2022
Q2 		$2.64M Buy
18,142
+3,865
+27% +$585K 2.08% 9
2022
Q1 		$2.49M Buy
14,277
+826
+6% +$139K 1.48% 8
2021
Q4 		$2.39M Buy
13,451
+846
+7% +$134K 1.72% 8
2021
Q3 		$1.78M Buy
12,605
+69
+0.6% +$10.2K 1.38% 13
2021
Q2 		$1.72M Buy
12,536
+550
+5% +$71.3K 1.48% 14
2021
Q1 		$1.46M Buy
11,986
+6,380
+114% +$819K 1.41% 11
2020
Q4 		$744K Buy
+5,606
New +$674K 0.81% 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

Precision Wealth Strategies's AAPL Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Apple (AAPL) stake by 0.73% in Q2 2026, selling an estimated $21.5K and leaving 10,231 shares worth $2.96M. The position accounts for 0.89% of the portfolio, ranked #28.

Precision Wealth Strategies first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.01M in Q4 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Precision Wealth Strategies held 10,231 shares of Apple worth $2.96M as of Q2 2026.
  • Precision Wealth Strategies sold 75 Apple shares in Q2 2026, an estimated $21.5K.
  • Apple made up 0.89% of Precision Wealth Strategies's portfolio in Q2 2026, its #28 holding.
  • Precision Wealth Strategies first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Precision Wealth Strategies's Apple position peaked at $3.01M in Q4 2025.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.