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Ruedi Wealth Management’s Apple AAPL Stock Holding History

Ruedi 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 		$5.27M Sell
18,207
-123
-0.7% -$35.2K 1.24% 15
2026
Q1 		$4.65M Sell
18,330
-61
-0.3% -$15.9K 1.2% 16
2025
Q4 		$5M Sell
18,391
-337
-2% -$90.5K 1.31% 14
2025
Q3 		$4.77M Sell
18,728
-69
-0.4% -$15.6K 1.34% 14
2025
Q2 		$3.86M Sell
18,797
-490
-3% -$99K 1.14% 17
2025
Q1 		$4.28M Sell
19,287
-481
-2% -$111K 1.34% 15
2024
Q4 		$4.95M Sell
19,768
-59
-0.3% -$13.9K 1.56% 15
2024
Q3 		$4.62M Sell
19,827
-436
-2% -$97.4K 1.59% 15
2024
Q2 		$4.27M Buy
20,263
+227
+1% +$42.3K 1.68% 15
2024
Q1 		$3.44M Buy
20,036
+62
+0.3% +$11.3K 1.45% 16
2023
Q4 		$3.85M Buy
19,974
+6
+0% +$1.11K 1.81% 14
2023
Q3 		$3.42M Buy
19,968
+7
+0% +$1.28K 1.96% 12
2023
Q2 		$3.87M Sell
19,961
-10
-0.1% -$1.74K 2.28% 10
2023
Q1 		$3.29M Sell
19,971
-150
-0.7% -$22.1K 2.12% 11
2022
Q4 		$2.61M Buy
+20,121
New +$2.88M 1.84% 11

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

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

Ruedi Wealth Management reduced its Apple (AAPL) stake by 0.67% in Q2 2026, selling an estimated $35.2K and leaving 18,207 shares worth $5.27M. The position accounts for 1.24% of the portfolio, ranked #15.

Ruedi Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ruedi Wealth Management held 18,207 shares of Apple worth $5.27M as of Q2 2026.
  • Ruedi Wealth Management sold 123 Apple shares in Q2 2026, an estimated $35.2K.
  • Apple made up 1.24% of Ruedi Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Ruedi Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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