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QTR Family Wealth’s Apple AAPL Stock Holding History

QTR Family 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 		$10.5M Buy
36,376
+2,599
+8% +$743K 3.67% 2
2026
Q1 		$8.74M Sell
33,777
-1,027
-3% -$267K 3.64% 2
2025
Q4 		$9.53M Buy
34,804
+1,521
+5% +$408K 4.19% 1
2025
Q3 		$8.47M Buy
33,283
+3,178
+11% +$718K 4.02% 2
2025
Q2 		$6.18M Buy
30,105
+3,172
+12% +$641K 3.83% 3
2025
Q1 		$5.98M Buy
+26,933
New +$6.24M 4.51% 3

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

QTR Family Wealth's AAPL Position: Q2 2026 in Review

QTR Family Wealth increased its Apple (AAPL) stake by 7.7% in Q2 2026, buying an estimated $743K and bringing the position to 36,376 shares worth $10.5M. The position accounts for 3.67% of the portfolio, ranked #2.

QTR Family Wealth first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • QTR Family Wealth held 36,376 shares of Apple worth $10.5M as of Q2 2026.
  • QTR Family Wealth bought 2,599 Apple shares in Q2 2026, an estimated $743K.
  • Apple made up 3.67% of QTR Family Wealth's portfolio in Q2 2026, its #2 holding.
  • QTR Family Wealth first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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