Ritholtz Wealth Management
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Ritholtz Wealth Management’s Apple AAPL Stock Holding History

Ritholtz 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
2021
Q3 		– Sell
-3,800
Closed -$64K – 513
2021
Q2 		$64K Buy
3,800
+1,000
+36% +$130K ﹤0.01% 504
2021
Q1 		$43K Buy
2,800
+1,400
+100% +$180K ﹤0.01% 450
2020
Q4 		$51K Hold
1,400
– – ﹤0.01% 376
2020
Q3 		$36K Sell
1,400
-200
-13% -$21.8K ﹤0.01% 309
2020
Q2 		$44K Buy
+1,600
New +$124K 0.01% 277
2020
Q1 		– Sell
-1,200
Closed -$26K – 178
2019
Q4 		$26K Sell
1,200
-400
-25% -$25.7K ﹤0.01% 152
2019
Q3 		$19K Buy
1,600
+400
+33% +$20.9K ﹤0.01% 137
2019
Q2 		$8K Buy
+1,200
New +$58.5K ﹤0.01% 141

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 $3.38T AUM 44.17% 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

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

Ritholtz Wealth Management increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $6.89M and bringing the position to 674,862 shares worth $195M. The position accounts for 2.91% of the portfolio, ranked #5.

Ritholtz Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 6,153 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ritholtz Wealth Management held 674,862 shares of Apple worth $195M as of Q2 2026.
  • Ritholtz Wealth Management bought 24,083 Apple shares in Q2 2026, an estimated $6.89M.
  • Apple made up 2.91% of Ritholtz Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Ritholtz Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.