Private Wealth Partners’s Apple AAPL Stock Holding History

Private Wealth Partners’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	$289K	Buy	+1,000	New	+$286K	0.02%	149
2025 Q3	–	Sell	-9,300	Closed	-$1.53K	–	170
2025 Q2	$1.53K	Buy	+9,300	New	+$1.88M	﹤0.01%	170
2023 Q3	–	Sell	-30,600	Closed	-$2.33K	–	160
2023 Q2	$2.33K	Hold	30,600	–	–	﹤0.01%	166
2023 Q1	$765	Hold	30,600	–	–	﹤0.01%	162
2022 Q4	$23.4K	Buy	+30,600	New	+$4.37M	﹤0.01%	86
2021 Q3	–	Sell	-73,600	Closed	-$12K	–	81
2021 Q2	$12K	Buy	73,600 +100	+0.1%	+$13K	﹤0.01%	77
2021 Q1	$6K	Buy	73,500 +41,700	+131%	+$5.35M	﹤0.01%	73
2020 Q4	$4K	Buy	+31,800	New	+$3.82M	﹤0.01%	115
2020 Q3	–	Sell	-28,000	Closed	-$1K	–	118
2020 Q2	$1K	Buy	+28,000	New	+$2.17M	﹤0.01%	107

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 Partners's AAPL Position: Q2 2026 in Review

Private Wealth Partners reduced its Apple (AAPL) stake by 5.3% in Q2 2026, selling an estimated $6.46M and leaving 405,885 shares worth $117M. The position accounts for 8.37% of the portfolio, ranked #1.

Private Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $132M in Q2 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Private Wealth Partners held 405,885 shares of Apple worth $117M as of Q2 2026.
Private Wealth Partners sold 22,573 Apple shares in Q2 2026, an estimated $6.46M.
Apple made up 8.37% of Private Wealth Partners's portfolio in Q2 2026, its #1 holding.
Private Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Private Wealth Partners's Apple position peaked at $132M in Q2 2023.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.