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
2026 Q2	$637K	Buy	+2,200	New	+$629K	0.01%	767

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 6,086 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.
6,086 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.