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Proactive Wealth Strategies’s Apple AAPL Stock Holding History

Proactive 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 		$16.7M Buy
57,593
+6,962
+14% +$1.99M 2.67% 4
2026
Q1 		$12.9M Buy
50,631
+27,086
+115% +$7.05M 2.42% 5
2025
Q4 		$6.4M Buy
23,545
+2,360
+11% +$634K 2.54% 5
2025
Q3 		$5.39M Buy
21,185
+569
+3% +$129K 2.32% 6
2025
Q2 		$4.23M Sell
20,616
-110
-0.5% -$22.2K 2% 8
2025
Q1 		$4.6M Sell
20,726
-198
-0.9% -$45.9K 2.46% 6
2024
Q4 		$5.24M Buy
20,924
+262
+1% +$61.7K 2.73% 5
2024
Q3 		$4.81M Buy
+20,662
New +$4.61M 2.67% 5

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 $3.38T AUM 44.17% 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

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

Proactive Wealth Strategies increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $1.99M and bringing the position to 57,593 shares worth $16.7M. The position accounts for 2.67% of the portfolio, ranked #4.

Proactive Wealth Strategies first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Proactive Wealth Strategies held 57,593 shares of Apple worth $16.7M as of Q2 2026.
  • Proactive Wealth Strategies bought 6,962 Apple shares in Q2 2026, an estimated $1.99M.
  • Apple made up 2.67% of Proactive Wealth Strategies's portfolio in Q2 2026, its #4 holding.
  • Proactive Wealth Strategies first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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