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Sax Wealth Advisors’s Apple AAPL Stock Holding History

Sax 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 		$31.6M Buy
124,661
+16,504
+15% +$4.72M 1.29% 15
2026
Q1 		$29.4M Sell
108,157
-6,837
-6% -$1.78M 1.42% 14
2025
Q4 		$31.3M Buy
114,994
+6,651
+6% +$1.79M 1.47% 15
2025
Q3 		$27.6M Buy
108,343
+4,864
+5% +$1.1M 1.48% 13
2025
Q2 		$21.2M Buy
103,479
+14,705
+17% +$2.97M 1.28% 15
2025
Q1 		$19.7M Buy
88,774
+1,222
+1% +$283K 1.41% 15
2024
Q4 		$21.9M Buy
+87,552
New +$20.6M 1.72% 12
2024
Q3 		– Sell
-54,726
Closed -$11.5M – 288
2024
Q2 		$11.5M Buy
+54,726
New +$10.2M 1.1% 20
2024
Q1 		– Sell
-46,371
Closed -$8.93M – 191
2023
Q4 		$8.93M Buy
46,371
+317
+0.7% +$58.5K 1.46% 19
2023
Q3 		$7.88M Buy
46,054
+310
+0.7% +$56.8K 1.55% 17
2023
Q2 		$8.87M Sell
45,744
-318
-0.7% -$55.4K 1.77% 16
2023
Q1 		$7.6M Sell
46,062
-1,030
-2% -$152K 1.65% 16
2022
Q4 		$6.12M Sell
47,092
-9,165
-16% -$1.31M 1.41% 17
2022
Q3 		$7.78M Sell
56,257
-3,194
-5% -$501K 2% 14
2022
Q2 		$8.13M Buy
59,451
+820
+1% +$124K 2.07% 12
2022
Q1 		$10.2M Sell
58,631
-8,422
-13% -$1.42M 2.48% 10
2021
Q4 		$11.9M Buy
67,053
+35,226
+111% +$5.57M 2.48% 10
2021
Q3 		$4.5M Buy
31,827
+41
+0.1% +$6.04K 1.07% 22
2021
Q2 		$4.35M Sell
31,786
-2,700
-8% -$350K 1.49% 18
2021
Q1 		$4.21M Buy
34,486
+713
+2% +$91.5K 1.54% 16
2020
Q4 		$4.48M Buy
+33,773
New +$4.06M 2.06% 12

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

Sax Wealth Advisors's AAPL Position: Q2 2026 in Review

Sax Wealth Advisors increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $4.72M and bringing the position to 124,661 shares worth $31.6M. The position accounts for 1.29% of the portfolio, ranked #15.

Sax Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sax Wealth Advisors held 124,661 shares of Apple worth $31.6M as of Q2 2026.
  • Sax Wealth Advisors bought 16,504 Apple shares in Q2 2026, an estimated $4.72M.
  • Apple made up 1.29% of Sax Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Sax Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.