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Private Wealth Management Group’s Apple AAPL Stock Holding History

Private Wealth Management 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 		$9.38M Buy
32,422
+1,062
+3% +$304K 2.18% 14
2026
Q1 		$7.96M Buy
31,360
+522
+2% +$136K 2.09% 16
2025
Q4 		$8.38M Sell
30,838
-4,793
-13% -$1.29M 2.24% 16
2025
Q3 		$9.07M Sell
35,631
-78
-0.2% -$17.6K 2.5% 16
2025
Q2 		$7.33M Sell
35,709
-441
-1% -$89.1K 2.43% 16
2025
Q1 		$8.03M Sell
36,150
-5,064
-12% -$1.17M 2.96% 14
2024
Q4 		$10.3M Buy
41,214
+23,638
+134% +$5.57M 3.95% 10
2024
Q3 		$4.1M Sell
17,576
-351
-2% -$78.4K 1.62% 16
2024
Q2 		$3.78M Sell
17,927
-1,337
-7% -$249K 1.64% 15
2024
Q1 		$3.3M Buy
19,264
+570
+3% +$104K 1.5% 15
2023
Q4 		$3.6M Buy
+18,694
New +$3.45M 1.77% 14

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

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

Private Wealth Management Group increased its Apple (AAPL) stake by 3.4% in Q2 2026, buying an estimated $304K and bringing the position to 32,422 shares worth $9.38M. The position accounts for 2.18% of the portfolio, ranked #14.

Private Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Private Wealth Management Group held 32,422 shares of Apple worth $9.38M as of Q2 2026.
  • Private Wealth Management Group bought 1,062 Apple shares in Q2 2026, an estimated $304K.
  • Apple made up 2.18% of Private Wealth Management Group's portfolio in Q2 2026, its #14 holding.
  • Private Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Apple position peaked at $10.3M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.