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Ridgeline Wealth’s Apple AAPL Stock Holding History

Ridgeline 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 		$533K Sell
1,843
-239
-11% -$68.4K 0.31% 35
2026
Q1 		$528K Hold
2,082
– – 0.38% 29
2025
Q4 		$566K Buy
2,082
+93
+5% +$25K 0.39% 30
2025
Q3 		$506K Sell
1,989
-276
-12% -$62.4K 0.37% 30
2025
Q2 		$465K Sell
2,265
-293
-11% -$59.2K 0.38% 31
2025
Q1 		$568K Sell
2,558
-394
-13% -$91.3K 0.48% 27
2024
Q4 		$739K Buy
+2,952
New +$696K 0.6% 26

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

Ridgeline Wealth's AAPL Position: Q2 2026 in Review

Ridgeline Wealth reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $68.4K and leaving 1,843 shares worth $533K. The position accounts for 0.31% of the portfolio, ranked #35.

Ridgeline Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $739K in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ridgeline Wealth held 1,843 shares of Apple worth $533K as of Q2 2026.
  • Ridgeline Wealth sold 239 Apple shares in Q2 2026, an estimated $68.4K.
  • Apple made up 0.31% of Ridgeline Wealth's portfolio in Q2 2026, its #35 holding.
  • Ridgeline Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Ridgeline Wealth's Apple position peaked at $739K in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.