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PUREfi Wealth’s Apple AAPL Stock Holding History

PUREfi Wealth’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 		$6.01M Buy
20,757
+1,041
+5% +$298K 3.3% 4
2026
Q1 		$5M Buy
19,716
+3,498
+22% +$910K 3.28% 4
2025
Q4 		$4.41M Buy
16,218
+1,127
+7% +$303K 3.38% 4
2025
Q3 		$3.84M Sell
15,091
-471
-3% -$106K 2.96% 5
2025
Q2 		$3.19M Buy
15,562
+927
+6% +$187K 2.55% 7
2025
Q1 		$3.25M Buy
14,635
+448
+3% +$104K 3.25% 4
2024
Q4 		$3.55M Buy
+14,187
New +$3.34M 3.48% 4

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

PUREfi Wealth's AAPL Position: Q2 2026 in Review

PUREfi Wealth increased its Apple (AAPL) stake by 5.3% in Q2 2026, buying an estimated $298K and bringing the position to 20,757 shares worth $6.01M. The position accounts for 3.3% of the portfolio, ranked #4.

PUREfi Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • PUREfi Wealth held 20,757 shares of Apple worth $6.01M as of Q2 2026.
  • PUREfi Wealth bought 1,041 Apple shares in Q2 2026, an estimated $298K.
  • Apple made up 3.3% of PUREfi Wealth's portfolio in Q2 2026, its #4 holding.
  • PUREfi Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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