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Rise Advisors’s Apple AAPL Stock Holding History

Rise Advisors’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 		$4.89M Buy
16,893
+244
+1% +$69.8K 1.38% 13
2026
Q1 		$4.26M Buy
16,649
+622
+4% +$162K 1.5% 12
2025
Q4 		$4.36M Sell
16,027
-639
-4% -$172K 1.55% 13
2025
Q3 		$4.24M Sell
16,666
-864
-5% -$195K 1.52% 13
2025
Q2 		$3.6M Buy
17,530
+1,492
+9% +$301K 1.43% 13
2025
Q1 		$3.56M Buy
16,038
+11,784
+277% +$2.73M 1.57% 12
2024
Q4 		$1.07M Sell
4,254
-198
-4% -$46.7K 0.51% 21
2024
Q3 		$1.04M Sell
4,452
-48
-1% -$10.7K 0.5% 20
2024
Q2 		$948K Sell
4,500
-23
-0.5% -$4.29K 0.5% 20
2024
Q1 		$776K Buy
4,523
+2,589
+134% +$471K 0.41% 23
2023
Q4 		$372K Sell
1,934
-11,861
-86% -$2.19M 0.26% 34
2023
Q3 		$2.36M Buy
13,795
+885
+7% +$162K 1.87% 9
2023
Q2 		$2.5M Sell
12,910
-12,367
-49% -$2.15M 1.94% 9
2023
Q1 		$4.17M Buy
25,277
+2,249
+10% +$332K 3.15% 8
2022
Q4 		$2.99M Sell
23,028
-75
-0.3% -$10.7K 2.4% 9
2022
Q3 		$3.19M Buy
23,103
+693
+3% +$109K 2.65% 8
2022
Q2 		$3.06M Buy
22,410
+79
+0.4% +$12K 3.09% 7
2022
Q1 		$3.9M Buy
22,331
+971
+5% +$163K 3.51% 6
2021
Q4 		$3.79M Buy
+21,360
New +$3.38M 3.61% 6

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

Rise Advisors's AAPL Position: Q2 2026 in Review

Rise Advisors increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $69.8K and bringing the position to 16,893 shares worth $4.89M. The position accounts for 1.38% of the portfolio, ranked #13.

Rise Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Rise Advisors held 16,893 shares of Apple worth $4.89M as of Q2 2026.
  • Rise Advisors bought 244 Apple shares in Q2 2026, an estimated $69.8K.
  • Apple made up 1.38% of Rise Advisors's portfolio in Q2 2026, its #13 holding.
  • Rise Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.