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Rockline Wealth Management’s Apple AAPL Stock Holding History

Rockline 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 		$39M Sell
134,864
-751
-0.6% -$215K 7.47% 2
2026
Q1 		$34.4M Sell
135,615
-5,287
-4% -$1.38M 7.48% 2
2025
Q4 		$38.3M Buy
140,902
+744
+0.5% +$200K 7.81% 2
2025
Q3 		$35.7M Sell
140,158
-713
-0.5% -$161K 7.39% 2
2025
Q2 		$28.9M Sell
140,871
-2,425
-2% -$490K 6.84% 2
2025
Q1 		$31.8M Sell
143,296
-4,632
-3% -$1.07M 8.86% 2
2024
Q4 		$37M Sell
147,928
-1,099
-0.7% -$259K 9.9% 2
2024
Q3 		$34.7M Buy
149,027
+2,895
+2% +$647K 9.8% 2
2024
Q2 		$30.8M Buy
146,132
+19,601
+15% +$3.66M 9.51% 2
2024
Q1 		$21.7M Buy
126,531
+5,218
+4% +$949K 7.58% 2
2023
Q4 		$23.4M Buy
+121,313
New +$22.4M 9.7% 1

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

Rockline Wealth Management's AAPL Position: Q2 2026 in Review

Rockline Wealth Management reduced its Apple (AAPL) stake by 0.55% in Q2 2026, selling an estimated $215K and leaving 134,864 shares worth $39M. The position accounts for 7.47% of the portfolio, ranked #2.

Rockline Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Rockline Wealth Management held 134,864 shares of Apple worth $39M as of Q2 2026.
  • Rockline Wealth Management sold 751 Apple shares in Q2 2026, an estimated $215K.
  • Apple made up 7.47% of Rockline Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Rockline Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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