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Principia Wealth Advisory’s Apple AAPL Stock Holding History

Principia Wealth Advisory’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 		$971K Buy
3,355
+381
+13% +$109K 0.48% 36
2026
Q1 		$755K Buy
2,974
+151
+5% +$39.3K 0.43% 36
2025
Q4 		$768K Sell
2,823
-51
-2% -$13.7K 0.48% 35
2025
Q3 		$732K Buy
2,874
+22
+0.8% +$4.97K 0.5% 33
2025
Q2 		$585K Buy
2,852
+284
+11% +$57.4K 0.5% 28
2025
Q1 		$511K Sell
2,568
-21
-0.8% -$4.87K 0.49% 23
2024
Q4 		$648K Buy
+2,589
New +$610K 0.61% 22

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

Principia Wealth Advisory's AAPL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $109K and bringing the position to 3,355 shares worth $971K. The position accounts for 0.48% of the portfolio, ranked #36.

Principia Wealth Advisory first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Principia Wealth Advisory held 3,355 shares of Apple worth $971K as of Q2 2026.
  • Principia Wealth Advisory bought 381 Apple shares in Q2 2026, an estimated $109K.
  • Apple made up 0.48% of Principia Wealth Advisory's portfolio in Q2 2026, its #36 holding.
  • Principia Wealth Advisory first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.