SWMG
AAPL icon

Sard Wealth Management Group’s Apple AAPL Stock Holding History

Sard Wealth Management 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 		$3.43M Sell
11,839
-607
-5% -$174K 1.64% 11
2026
Q1 		$3.16M Buy
12,446
+3,212
+35% +$836K 1.72% 12
2025
Q4 		$2.51M Sell
9,234
-44
-0.5% -$11.8K 1.38% 13
2025
Q3 		$2.36M Sell
9,278
-1,972
-18% -$445K 1.35% 13
2025
Q2 		$2.31M Sell
11,250
-998
-8% -$202K 1.42% 13
2025
Q1 		$2.72M Buy
12,248
+1,907
+18% +$442K 1.82% 11
2024
Q4 		$2.59M Sell
10,341
-117
-1% -$27.6K 1.74% 11
2024
Q3 		$2.44M Buy
10,458
+9
+0.1% +$2.01K 1.61% 12
2024
Q2 		$2.2M Buy
10,449
+47
+0.5% +$8.77K 1.55% 12
2024
Q1 		$1.78M Buy
10,402
+1,013
+11% +$184K 1.61% 13
2023
Q4 		$1.81M Buy
+9,389
New +$1.73M 1.82% 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

Sard Wealth Management Group's AAPL Position: Q2 2026 in Review

Sard Wealth Management Group reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $174K and leaving 11,839 shares worth $3.43M. The position accounts for 1.64% of the portfolio, ranked #11.

Sard Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sard Wealth Management Group held 11,839 shares of Apple worth $3.43M as of Q2 2026.
  • Sard Wealth Management Group sold 607 Apple shares in Q2 2026, an estimated $174K.
  • Apple made up 1.64% of Sard Wealth Management Group's portfolio in Q2 2026, its #11 holding.
  • Sard Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.