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Royal Capital Wealth Management’s Apple AAPL Stock Holding History

Royal Capital 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 		$5.49M Sell
18,980
-399
-2% -$114K 3.08% 10
2026
Q1 		$4.92M Sell
19,379
-774
-4% -$201K 3.06% 10
2025
Q4 		$5.48M Sell
20,153
-73
-0.4% -$19.6K 3.23% 9
2025
Q3 		$5.15M Sell
20,226
-14
-0.1% -$3.16K 3.16% 10
2025
Q2 		$4.15M Sell
20,240
-3,701
-15% -$747K 2.76% 11
2025
Q1 		$5.32M Sell
23,941
-115
-0.5% -$26.6K 3.73% 8
2024
Q4 		$6.02M Sell
24,056
-3,370
-12% -$794K 4.22% 6
2024
Q3 		$6.39M Buy
27,426
+1,497
+6% +$334K 4.52% 6
2024
Q2 		$5.46M Buy
25,929
+1,174
+5% +$219K 4.11% 6
2024
Q1 		$4.25M Sell
24,755
-5,250
-17% -$955K 3.33% 6
2023
Q4 		$5.78M Buy
30,005
+4,362
+17% +$805K 5% 5
2023
Q3 		$4.39M Buy
25,643
+155
+0.6% +$28.4K 4.21% 5
2023
Q2 		$4.94M Buy
25,488
+230
+0.9% +$40.1K 4.66% 5
2023
Q1 		$4.17M Buy
25,258
+34
+0.1% +$5.02K 4.19% 6
2022
Q4 		$3.28M Sell
25,224
-5,858
-19% -$837K 3.48% 8
2022
Q3 		$4.3M Buy
31,082
+2,641
+9% +$415K 5.01% 3
2022
Q2 		$3.89M Buy
28,441
+2,138
+8% +$324K 4.22% 3
2022
Q1 		$4.59M Buy
26,303
+142
+0.5% +$23.9K 4.49% 3
2021
Q4 		$4.64M Buy
+26,161
New +$4.13M 4.51% 3

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

Royal Capital Wealth Management's AAPL Position: Q2 2026 in Review

Royal Capital Wealth Management reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $114K and leaving 18,980 shares worth $5.49M. The position accounts for 3.08% of the portfolio, ranked #10.

Royal Capital Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.39M in Q3 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Royal Capital Wealth Management held 18,980 shares of Apple worth $5.49M as of Q2 2026.
  • Royal Capital Wealth Management sold 399 Apple shares in Q2 2026, an estimated $114K.
  • Apple made up 3.08% of Royal Capital Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Royal Capital Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Royal Capital Wealth Management's Apple position peaked at $6.39M in Q3 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.