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Refined Wealth Management’s Apple AAPL Stock Holding History

Refined Wealth Management’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 		$841K Sell
2,908
-100
-3% -$28.6K 0.51% 26
2026
Q1 		$764K Sell
3,008
-203
-6% -$52.8K 0.48% 25
2025
Q4 		$873K Buy
3,211
+361
+13% +$96.9K 0.59% 22
2025
Q3 		$726K Buy
2,850
+100
+4% +$22.6K 0.47% 22
2025
Q2 		$564K Sell
2,750
-219
-7% -$44.2K 0.39% 21
2025
Q1 		$660K Sell
2,969
-9,759
-77% -$2.26M 0.54% 20
2024
Q4 		$3.19M Sell
12,728
-57
-0.4% -$13.4K 2.43% 13
2024
Q3 		$2.98M Buy
12,785
+146
+1% +$32.6K 2.3% 14
2024
Q2 		$2.66M Buy
12,639
+384
+3% +$71.6K 2.05% 14
2024
Q1 		$2.1M Sell
12,255
-259
-2% -$47.1K 1.48% 16
2023
Q4 		$2.41M Sell
12,514
-2
-0% -$369 1.88% 14
2023
Q3 		$2.14M Sell
12,516
-77
-0.6% -$14.1K 1.92% 14
2023
Q2 		$2.44M Buy
12,593
+195
+2% +$34K 2.01% 13
2023
Q1 		$2.04M Buy
12,398
+301
+2% +$44.4K 1.81% 14
2022
Q4 		$1.57M Buy
12,097
+901
+8% +$129K 1.38% 16
2022
Q3 		$1.55M Buy
11,196
+70
+0.6% +$11K 1.4% 15
2022
Q2 		$1.52M Buy
11,126
+1,291
+13% +$196K 1.36% 16
2022
Q1 		$1.72M Sell
9,835
-1,382
-12% -$232K 1.45% 15
2021
Q4 		$1.99M Buy
11,217
+491
+5% +$77.6K 1.54% 15
2021
Q3 		$1.52M Buy
10,726
+157
+1% +$23.1K 1.23% 16
2021
Q2 		$1.45M Buy
+10,569
New +$1.37M 1.22% 15

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

Refined Wealth Management's AAPL Position: Q2 2026 in Review

Refined Wealth Management reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $28.6K and leaving 2,908 shares worth $841K. The position accounts for 0.51% of the portfolio, ranked #26.

Refined Wealth Management first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.19M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Refined Wealth Management held 2,908 shares of Apple worth $841K as of Q2 2026.
  • Refined Wealth Management sold 100 Apple shares in Q2 2026, an estimated $28.6K.
  • Apple made up 0.51% of Refined Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Refined Wealth Management first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Refined Wealth Management's Apple position peaked at $3.19M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.