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San Luis Wealth Advisors’s Apple AAPL Stock Holding History

San Luis Wealth Advisors’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 		$37M Buy
127,968
+2,040
+2% +$584K 5.57% 1
2026
Q1 		$32M Sell
125,928
-527
-0.4% -$137K 5.29% 3
2025
Q4 		$34.4M Sell
126,455
-2,405
-2% -$646K 5.76% 3
2025
Q3 		$32.8M Buy
128,860
+7,248
+6% +$1.64M 5.91% 3
2025
Q2 		$25M Sell
121,612
-5,021
-4% -$1.01M 5.36% 3
2025
Q1 		$28.1M Sell
126,633
-14,563
-10% -$3.37M 6.36% 3
2024
Q4 		$35.4M Buy
141,196
+3,223
+2% +$760K 6.7% 3
2024
Q3 		$32.1M Buy
137,973
+2,654
+2% +$593K 6.64% 3
2024
Q2 		$28.5M Buy
+135,319
New +$25.2M 6.85% 3
2024
Q1 		– Sell
-132,427
Closed -$25.5M – 47
2023
Q4 		$25.5M Buy
132,427
+2,307
+2% +$426K 10.77% 3
2023
Q3 		$22.3M Sell
130,120
-997
-0.8% -$183K 10.72% 2
2023
Q2 		$25.4M Buy
131,117
+20,077
+18% +$3.5M 8.97% 1
2023
Q1 		$18.3M Buy
+111,040
New +$16.4M 7.02% 2
2022
Q2 		– Sell
-88,715
Closed -$15.8M – 65
2022
Q1 		$15.8M Sell
88,715
-9
-0% -$1.51K 7.7% 1
2021
Q4 		$15.8M Sell
88,724
-4,844
-5% -$766K 16.05% 1
2021
Q3 		$13.2M Buy
+93,568
New +$13.8M 7.38% 1
2020
Q4 		$12.4M Buy
+93,732
New +$11.3M 8.03% 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

San Luis Wealth Advisors's AAPL Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $584K and bringing the position to 127,968 shares worth $37M. The position accounts for 5.57% of the portfolio, ranked #1.

San Luis Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 17 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • San Luis Wealth Advisors held 127,968 shares of Apple worth $37M as of Q2 2026.
  • San Luis Wealth Advisors bought 2,040 Apple shares in Q2 2026, an estimated $584K.
  • Apple made up 5.57% of San Luis Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • San Luis Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 17 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.