Sagace Wealth Management’s Apple AAPL Stock Holding History

Sagace 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	$1.34M	Buy	4,618 +72	+2%	+$20.6K	0.84%	37
2026 Q1	$1.15M	Sell	4,546 -415	-8%	-$108K	0.77%	42
2025 Q4	$1.35M	Buy	4,961 +89	+2%	+$23.9K	0.91%	37
2025 Q3	$1.24M	Sell	4,872 -66	-1%	-$14.9K	0.84%	37
2025 Q2	$1.01M	Sell	4,938 -27	-0.5%	-$5.45K	0.76%	34
2025 Q1	$1.1M	Sell	4,965 -31	-0.6%	-$7.18K	0.83%	36
2024 Q4	$1.25M	Sell	4,996 -420	-8%	-$99K	0.94%	34
2024 Q3	$1.25M	Buy	5,416 +1,391	+35%	+$311K	0.97%	35
2024 Q2	$901K	Buy	+4,025	New	+$751K	0.88%	35

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Sagace Wealth Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $20.6K and bringing the position to 4,618 shares worth $1.34M. The position accounts for 0.84% of the portfolio, ranked #37.

Sagace Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sagace Wealth Management held 4,618 shares of Apple worth $1.34M as of Q2 2026.
Sagace Wealth Management bought 72 Apple shares in Q2 2026, an estimated $20.6K.
Apple made up 0.84% of Sagace Wealth Management's portfolio in Q2 2026, its #37 holding.
Sagace Wealth Management first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Apple position peaked at $1.35M in Q4 2025.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.