RWPA
AAPL icon

Richard W. Paul & Associates’s Apple AAPL Stock Holding History

Richard W. Paul & Associates’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 		$5.24M Sell
18,102
-93
-0.5% -$26.6K 1.6% 14
2026
Q1 		$4.62M Buy
18,195
+59
+0.3% +$15.4K 1.55% 15
2025
Q4 		$4.93M Sell
18,136
-1,355
-7% -$364K 1.64% 13
2025
Q3 		$4.96M Buy
19,491
+745
+4% +$168K 1.69% 13
2025
Q2 		$3.85M Buy
18,746
+720
+4% +$145K 1.39% 16
2025
Q1 		$4M Sell
18,026
-4,881
-21% -$1.13M 1.57% 13
2024
Q4 		$5.74M Buy
22,907
+538
+2% +$127K 2.09% 9
2024
Q3 		$5.21M Sell
22,369
-630
-3% -$141K 1.87% 9
2024
Q2 		$4.84M Buy
22,999
+365
+2% +$68.1K 1.87% 9
2024
Q1 		$3.88M Buy
22,634
+391
+2% +$71.1K 1.55% 12
2023
Q4 		$4.28M Sell
22,243
-1,075
-5% -$198K 1.8% 10
2023
Q3 		$3.99M Sell
23,318
-3,399
-13% -$623K 1.83% 10
2023
Q2 		$5.18M Buy
26,717
+313
+1% +$54.5K 2.26% 7
2023
Q1 		$4.35M Buy
26,404
+1,084
+4% +$160K 2% 7
2022
Q4 		$3.29M Buy
+25,320
New +$3.62M 1.66% 13

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

Richard W. Paul & Associates's AAPL Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Apple (AAPL) stake by 0.51% in Q2 2026, selling an estimated $26.6K and leaving 18,102 shares worth $5.24M. The position accounts for 1.6% of the portfolio, ranked #14.

Richard W. Paul & Associates first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.74M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Richard W. Paul & Associates held 18,102 shares of Apple worth $5.24M as of Q2 2026.
  • Richard W. Paul & Associates sold 93 Apple shares in Q2 2026, an estimated $26.6K.
  • Apple made up 1.6% of Richard W. Paul & Associates's portfolio in Q2 2026, its #14 holding.
  • Richard W. Paul & Associates first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Apple position peaked at $5.74M in Q4 2024.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.