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Robertson Stephens Wealth Management’s Apple AAPL Stock Holding History

Robertson Stephens 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 		$142M Buy
490,322
+4,839
+1% +$1.38M 3.49% 4
2026
Q1 		$123M Sell
485,483
-24,209
-5% -$6.3M 3.45% 4
2025
Q4 		$139M Buy
509,692
+98,421
+24% +$26.4M 3.61% 5
2025
Q3 		$105M Sell
411,271
-12,466
-3% -$2.82M 3.16% 7
2025
Q2 		$86.9M Sell
423,737
-9,147
-2% -$1.85M 2.77% 8
2025
Q1 		$96.2M Buy
432,884
+1,939
+0.4% +$449K 3.31% 7
2024
Q4 		$108M Buy
430,945
+14,840
+4% +$3.5M 3.82% 5
2024
Q3 		$97M Sell
416,105
-12,511
-3% -$2.79M 3.51% 3
2024
Q2 		$90.3M Buy
428,616
+9,843
+2% +$1.84M 4.54% 3
2024
Q1 		$71.8M Buy
418,773
+6,326
+2% +$1.15M 3.81% 4
2023
Q4 		$79.4M Sell
412,447
-14,560
-3% -$2.69M 4.82% 3
2023
Q3 		$73.1M Buy
427,007
+8,332
+2% +$1.53M 4.93% 3
2023
Q2 		$81.2M Buy
418,675
+16,455
+4% +$2.87M 5.75% 2
2023
Q1 		$95.7M Buy
402,220
+5,761
+1% +$850K 7.36% 1
2022
Q4 		$51.5M Buy
396,459
+16,259
+4% +$2.32M 5.02% 3
2022
Q3 		$52.5M Sell
380,200
-5,189
-1% -$814K 5.48% 2
2022
Q2 		$52.7M Sell
385,389
-240
-0.1% -$36.3K 4.97% 3
2022
Q1 		$67.3M Buy
385,629
+15,687
+4% +$2.64M 5.66% 2
2021
Q4 		$65.7M Buy
369,942
+105,687
+40% +$16.7M 5.53% 1
2021
Q3 		$37.4M Sell
264,255
-5,925
-2% -$872K 4.22% 4
2021
Q2 		$37M Buy
270,180
+49,786
+23% +$6.45M 4.44% 3
2021
Q1 		$26.9M Buy
220,394
+53,860
+32% +$6.91M 4.31% 2
2020
Q4 		$22.1M Buy
166,534
+311
+0.2% +$37.4K 4.62% 3
2020
Q3 		$19.3M Buy
166,223
+1,367
+0.8% +$149K 4.73% 3
2020
Q2 		$15M Buy
164,856
+13,572
+9% +$1.05M 4.34% 4
2020
Q1 		$9.62M Buy
+151,284
New +$11.1M 3.28% 7

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

Robertson Stephens Wealth Management's AAPL Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $1.38M and bringing the position to 490,322 shares worth $142M. The position accounts for 3.49% of the portfolio, ranked #4.

Robertson Stephens Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Robertson Stephens Wealth Management held 490,322 shares of Apple worth $142M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 4,839 Apple shares in Q2 2026, an estimated $1.38M.
  • Apple made up 3.49% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Robertson Stephens Wealth Management first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.