Private Wealth Asset Management’s Apple AAPL Stock Holding History

Private Wealth Asset Management’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	$31.7M	Sell	109,636 -3,624	-3%	-$1.04M	3.06%	6
2026 Q1	$28.7M	Buy	113,260 +6,341	+6%	+$1.65M	3.07%	6
2025 Q4	$29.1M	Buy	106,919 +1,426	+1%	+$383K	3.16%	5
2025 Q3	$26.9M	Sell	105,493 -288	-0.3%	-$65.1K	3.17%	6
2025 Q2	$21.7M	Sell	105,781 -1,384	-1%	-$279K	2.88%	8
2025 Q1	$23.8M	Buy	+107,165	New	+$24.8M	3.42%	7

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Wealth Asset Management's AAPL Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $1.04M and leaving 109,636 shares worth $31.7M. The position accounts for 3.06% of the portfolio, ranked #6.

Private Wealth Asset Management first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Private Wealth Asset Management held 109,636 shares of Apple worth $31.7M as of Q2 2026.
Private Wealth Asset Management sold 3,624 Apple shares in Q2 2026, an estimated $1.04M.
Apple made up 3.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #6 holding.
Private Wealth Asset Management first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.