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Sage Private Wealth Group’s Apple AAPL Stock Holding History

Sage Private Wealth Group’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 		$5M Buy
17,292
+696
+4% +$199K 2.25% 10
2026
Q1 		$4.21M Buy
16,596
+1,348
+9% +$351K 2.12% 10
2025
Q4 		$4.15M Sell
15,248
-142
-0.9% -$38.1K 2.23% 9
2025
Q3 		$3.92M Sell
15,390
-291
-2% -$65.7K 2.18% 10
2025
Q2 		$3.22M Buy
15,681
+2,623
+20% +$530K 2.06% 10
2025
Q1 		$2.9M Buy
13,058
+18
+0.1% +$4.17K 2.2% 7
2024
Q4 		$3.27M Sell
13,040
-88
-0.7% -$20.7K 2.45% 8
2024
Q3 		$3.06M Sell
13,128
-992
-7% -$222K 2.41% 7
2024
Q2 		$2.97M Buy
14,120
+3,041
+27% +$567K 2.5% 7
2024
Q1 		$1.9M Buy
11,079
+3,154
+40% +$573K 1.52% 10
2023
Q4 		$1.53M Buy
7,925
+951
+14% +$176K 1.36% 11
2023
Q3 		$1.19M Buy
6,974
+167
+2% +$30.6K 1.64% 8
2023
Q2 		$1.32M Sell
6,807
-3
-0% -$523 1.8% 8
2023
Q1 		$1.12M Sell
6,810
-800
-11% -$118K 1.29% 10
2022
Q4 		$989K Sell
7,610
-3,522
-32% -$503K 1.17% 11
2022
Q3 		$1.54M Buy
11,132
+403
+4% +$63.3K 2.03% 9
2022
Q2 		$1.47M Buy
10,729
+624
+6% +$94.5K 2.11% 7
2022
Q1 		$1.76M Sell
10,105
-5
-0% -$841 1.72% 8
2021
Q4 		$1.79M Buy
10,110
+16
+0.2% +$2.53K 2.23% 5
2021
Q3 		$1.43M Buy
10,094
+26
+0.3% +$3.83K 1.97% 5
2021
Q2 		$1.38M Buy
10,068
+36
+0.4% +$4.66K 1.87% 5
2021
Q1 		$1.23M Buy
10,032
+310
+3% +$39.8K 2.11% 3
2020
Q4 		$1.29M Buy
+9,722
New +$1.17M 3.6% 2

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

Sage Private Wealth Group's AAPL Position: Q2 2026 in Review

Sage Private Wealth Group increased its Apple (AAPL) stake by 4.2% in Q2 2026, buying an estimated $199K and bringing the position to 17,292 shares worth $5M. The position accounts for 2.25% of the portfolio, ranked #10.

Sage Private Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sage Private Wealth Group held 17,292 shares of Apple worth $5M as of Q2 2026.
  • Sage Private Wealth Group bought 696 Apple shares in Q2 2026, an estimated $199K.
  • Apple made up 2.25% of Sage Private Wealth Group's portfolio in Q2 2026, its #10 holding.
  • Sage Private Wealth Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.