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Schrum Private Wealth Management’s Apple AAPL Stock Holding History

Schrum Private 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 		$3.77M Sell
16,389
-7,446
-31% -$2.13M 3.88% 3
2026
Q1 		$6.05M Sell
23,835
-445
-2% -$116K 4.61% 3
2025
Q4 		$6.6M Buy
24,280
+3
+0% +$805 4.88% 3
2025
Q3 		$6.18M Buy
24,277
+327
+1% +$73.9K 4.53% 3
2025
Q2 		$4.91M Sell
23,950
-351
-1% -$70.9K 3.94% 3
2025
Q1 		$5.4M Sell
24,301
-1,117
-4% -$259K 4.75% 3
2024
Q4 		$6.37M Buy
25,418
+802
+3% +$189K 5.39% 3
2024
Q3 		$5.74M Sell
24,616
-1,432
-5% -$320K 2.96% 3
2024
Q2 		$5.49M Sell
26,048
-605
-2% -$113K 4.95% 3
2024
Q1 		$4.57M Buy
26,653
+15,859
+147% +$2.88M 4.15% 3
2023
Q4 		$2.08M Sell
10,794
-16,097
-60% -$2.97M 2.95% 5
2023
Q3 		$4.6M Sell
26,891
-201
-0.7% -$36.9K 5.25% 3
2023
Q2 		$5.25M Buy
27,092
+6
+0% +$1.05K 5.68% 3
2023
Q1 		$4.47M Buy
27,086
+318
+1% +$46.9K 5.16% 3
2022
Q4 		$3.48M Sell
26,768
-1,869
-7% -$267K 4.12% 3
2022
Q3 		$3.96M Buy
28,637
+112
+0.4% +$17.6K 4.99% 3
2022
Q2 		$3.9M Buy
28,525
+4
+0% +$606 4.41% 3
2022
Q1 		$4.79M Sell
28,521
-322
-1% -$54.1K 4.81% 3
2021
Q4 		$5.12M Buy
+28,843
New +$4.56M 4.67% 3

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

Schrum Private Wealth Management's AAPL Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Apple (AAPL) stake by 31% in Q2 2026, selling an estimated $2.13M and leaving 16,389 shares worth $3.77M. The position accounts for 3.88% of the portfolio, ranked #3.

Schrum Private Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.6M in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Schrum Private Wealth Management held 16,389 shares of Apple worth $3.77M as of Q2 2026.
  • Schrum Private Wealth Management sold 7,446 Apple shares in Q2 2026, an estimated $2.13M.
  • Apple made up 3.88% of Schrum Private Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Schrum Private Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Apple position peaked at $6.6M in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.