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Roberts Wealth Advisors’s Apple AAPL Stock Holding History

Roberts Wealth 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 		$26.2M Sell
90,395
-2,042
-2% -$584K 5.94% 3
2026
Q1 		$23.5M Buy
92,437
+4,694
+5% +$1.22M 5.96% 3
2025
Q4 		$23.9M Sell
87,743
-3,641
-4% -$977K 6.23% 2
2025
Q3 		$23.3M Sell
91,384
-1,349
-1% -$305K 6.19% 2
2025
Q2 		$19M Sell
92,733
-493
-0.5% -$99.6K 5.47% 2
2025
Q1 		$20.7M Sell
93,226
-273
-0.3% -$63.2K 6.39% 2
2024
Q4 		$22.2M Sell
93,499
-810
-0.9% -$191K 6.76% 1
2024
Q3 		$21.3M Buy
94,309
+2,068
+2% +$462K 6.89% 1
2024
Q2 		$21.1M Buy
92,241
+26,527
+40% +$4.95M 7.2% 1
2024
Q1 		$11.3M Sell
65,714
-392
-0.6% -$71.3K 4.24% 4
2023
Q4 		$36.8M Sell
66,106
-907
-1% -$167K 5.73% 3
2023
Q3 		$12M Buy
67,013
+636
+1% +$117K 5.27% 3
2023
Q2 		$12.9M Sell
66,377
-19,525
-23% -$3.4M 5.66% 2
2023
Q1 		$14.2M Sell
85,902
-178
-0.2% -$26.3K 6.53% 2
2022
Q4 		$10.8M Buy
86,080
+1,674
+2% +$239K 5.2% 2
2022
Q3 		$12.3M Buy
84,406
+618
+0.7% +$97K 6.04% 2
2022
Q2 		$12.3M Buy
83,788
+1,380
+2% +$209K 5.37% 3
2022
Q1 		$14.4M Sell
82,408
-976
-1% -$164K 5.63% 2
2021
Q4 		$15.2M Buy
83,384
+209
+0.3% +$33K 5.47% 2
2021
Q3 		$11.8M Buy
+83,175
New +$12.2M 4.66% 2

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

Roberts Wealth Advisors's AAPL Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $584K and leaving 90,395 shares worth $26.2M. The position accounts for 5.94% of the portfolio, ranked #3.

Roberts Wealth Advisors first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. The position peaked at $36.8M in Q4 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Roberts Wealth Advisors held 90,395 shares of Apple worth $26.2M as of Q2 2026.
  • Roberts Wealth Advisors sold 2,042 Apple shares in Q2 2026, an estimated $584K.
  • Apple made up 5.94% of Roberts Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Roberts Wealth Advisors first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Apple position peaked at $36.8M in Q4 2023.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.