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RMR Wealth Builders’s Apple AAPL Stock Holding History

RMR Wealth Builders’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 		$45.8M Buy
158,266
+4,195
+3% +$1.2M 2.84% 9
2026
Q1 		$39.1M Buy
154,071
+21,548
+16% +$5.61M 3.08% 9
2025
Q4 		$36M Buy
132,523
+5,706
+4% +$1.53M 2.88% 9
2025
Q3 		$32.3M Sell
126,817
-497
-0.4% -$112K 2.7% 8
2025
Q2 		$26.1M Buy
127,314
+6,925
+6% +$1.4M 2.37% 11
2025
Q1 		$26.7M Buy
120,389
+1,127
+0.9% +$261K 2.81% 8
2024
Q4 		$29.9M Buy
119,262
+786
+0.7% +$185K 3.09% 8
2024
Q3 		$27.6M Buy
118,476
+1,601
+1% +$358K 2.93% 9
2024
Q2 		$24.6M Sell
116,875
-3,692
-3% -$689K 2.82% 9
2024
Q1 		$20.7M Buy
120,567
+6,047
+5% +$1.1M 2.5% 10
2023
Q4 		$22M Buy
114,520
+463
+0.4% +$85.5K 3.1% 9
2023
Q3 		$19.5M Buy
114,057
+8,662
+8% +$1.59M 3.12% 9
2023
Q2 		$20.4M Buy
105,395
+4,316
+4% +$752K 3.48% 9
2023
Q1 		$16.7M Buy
101,079
+36,116
+56% +$5.33M 3.17% 10
2022
Q4 		$8.44M Sell
64,963
-1,764
-3% -$252K 1.91% 12
2022
Q3 		$9.22M Buy
66,727
+4,406
+7% +$692K 2.26% 11
2022
Q2 		$8.52M Sell
62,321
-282
-0.5% -$42.7K 2.12% 10
2022
Q1 		$10.9M Buy
62,603
+8,623
+16% +$1.45M 2.34% 8
2021
Q4 		$9.59M Sell
53,980
-4,692
-8% -$742K 2.75% 9
2021
Q3 		$8.3M Buy
58,672
+4,568
+8% +$673K 2.44% 9
2021
Q2 		$7.41M Sell
54,104
-19,375
-26% -$2.51M 2.43% 9
2021
Q1 		$8.97M Buy
73,479
+42,969
+141% +$5.52M 2.33% 9
2020
Q4 		$4.05M Sell
30,510
-89,094
-74% -$10.7M 1.99% 9
2020
Q3 		$13.9M Buy
119,604
+99,892
+507% +$10.9M 3.6% 6
2020
Q2 		$1.8M Buy
+19,712
New +$1.53M 1.6% 13
2019
Q4 		$1.24M Buy
+16,852
New +$1.08M 1.19% 20

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

RMR Wealth Builders's AAPL Position: Q2 2026 in Review

RMR Wealth Builders increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $1.2M and bringing the position to 158,266 shares worth $45.8M. The position accounts for 2.84% of the portfolio, ranked #9.

RMR Wealth Builders first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RMR Wealth Builders held 158,266 shares of Apple worth $45.8M as of Q2 2026.
  • RMR Wealth Builders bought 4,195 Apple shares in Q2 2026, an estimated $1.2M.
  • Apple made up 2.84% of RMR Wealth Builders's portfolio in Q2 2026, its #9 holding.
  • RMR Wealth Builders first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.