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Robinson Smith Wealth Advisors’s Apple AAPL Stock Holding History

Robinson Smith 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 		$2.49M Sell
8,598
-868
-9% -$248K 1.49% 16
2026
Q1 		$2.4M Sell
9,466
-1,531
-14% -$398K 1.63% 16
2025
Q4 		$2.99M Buy
10,997
+820
+8% +$220K 2.04% 15
2025
Q3 		$2.59M Sell
10,177
-831
-8% -$188K 1.86% 14
2025
Q2 		$2.26M Sell
11,008
-2,762
-20% -$558K 1.81% 14
2025
Q1 		$3.06M Buy
13,770
+1,856
+16% +$430K 2.56% 9
2024
Q4 		$2.98M Sell
11,914
-3,557
-23% -$838K 2.53% 10
2024
Q3 		$3.6M Sell
15,471
-4,607
-23% -$1.03M 3.06% 6
2024
Q2 		$4.23M Buy
20,078
+3,186
+19% +$594K 3.72% 5
2024
Q1 		$2.9M Sell
16,892
-4,657
-22% -$847K 2.78% 5
2023
Q4 		$4.15M Buy
+21,549
New +$3.98M 4.08% 5

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

Robinson Smith Wealth Advisors's AAPL Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Apple (AAPL) stake by 9.2% in Q2 2026, selling an estimated $248K and leaving 8,598 shares worth $2.49M. The position accounts for 1.49% of the portfolio, ranked #16.

Robinson Smith Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.23M in Q2 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Robinson Smith Wealth Advisors held 8,598 shares of Apple worth $2.49M as of Q2 2026.
  • Robinson Smith Wealth Advisors sold 868 Apple shares in Q2 2026, an estimated $248K.
  • Apple made up 1.49% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Robinson Smith Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Robinson Smith Wealth Advisors's Apple position peaked at $4.23M in Q2 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.