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Regimen Wealth’s Apple AAPL Stock Holding History

Regimen 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 		$4.71M Buy
16,277
+15
+0.1% +$4.29K 1.27% 18
2026
Q1 		$4.13M Buy
16,262
+15
+0.1% +$3.9K 1.21% 18
2025
Q4 		$4.42M Sell
16,247
-56
-0.3% -$15K 1.29% 19
2025
Q3 		$4.15M Buy
16,303
+18
+0.1% +$4.07K 1.23% 19
2025
Q2 		$3.34M Sell
16,285
-698
-4% -$141K 1.04% 19
2025
Q1 		$3.77M Buy
16,983
+128
+0.8% +$29.7K 1.21% 19
2024
Q4 		$4.22M Sell
16,855
-556
-3% -$131K 1.38% 19
2024
Q3 		$4.06M Buy
17,411
+65
+0.4% +$14.5K 1.31% 19
2024
Q2 		$3.65M Buy
17,346
+73
+0.4% +$13.6K 1.26% 19
2024
Q1 		$2.96M Buy
17,273
+76
+0.4% +$13.8K 1.03% 19
2023
Q4 		$3.31M Sell
17,197
-36
-0.2% -$6.65K 1.27% 18
2023
Q3 		$2.94M Buy
17,233
+138
+0.8% +$25.3K 1.21% 19
2023
Q2 		$3.32M Sell
17,095
-242
-1% -$42.2K 1.37% 19
2023
Q1 		$2.84M Buy
17,337
+2,307
+15% +$340K 1.23% 20
2022
Q4 		$1.95M Buy
+15,030
New +$2.15M 1.31% 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

Regimen Wealth's AAPL Position: Q2 2026 in Review

Regimen Wealth increased its Apple (AAPL) stake by 0.09% in Q2 2026, buying an estimated $4.29K and bringing the position to 16,277 shares worth $4.71M. The position accounts for 1.27% of the portfolio, ranked #18.

Regimen Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Regimen Wealth held 16,277 shares of Apple worth $4.71M as of Q2 2026.
  • Regimen Wealth bought 15 Apple shares in Q2 2026, an estimated $4.29K.
  • Apple made up 1.27% of Regimen Wealth's portfolio in Q2 2026, its #18 holding.
  • Regimen Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.