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Schulz Wealth’s Apple AAPL Stock Holding History

Schulz Wealth’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 		$1.02M Buy
+3,538
New +$1.01M 0.53% 32
2025
Q4 		$898K Buy
3,303
+17
+0.5% +$4.56K 0.58% 28
2025
Q3 		$837K Hold
3,286
– – 0.55% 29
2025
Q2 		$674K Buy
3,286
+8
+0.2% +$1.62K 0.5% 29
2025
Q1 		$728K Sell
3,278
-23
-0.7% -$5.33K 0.56% 28
2024
Q4 		$827K Sell
3,301
-268
-8% -$63.2K 0.63% 25
2024
Q3 		$832K Hold
3,569
– – 0.64% 25
2024
Q2 		$752K Sell
3,569
-64
-2% -$11.9K 0.64% 24
2024
Q1 		$623K Hold
3,633
– – 0.53% 26
2023
Q4 		$699K Buy
+3,633
New +$671K 0.67% 27

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

Schulz Wealth's AAPL Position: Q2 2026 in Review

Schulz Wealth opened a new position in Apple (AAPL) in Q2 2026: 3,538 shares worth $1.02M. The stake represents 0.53% of the portfolio and ranks #32 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in AAPL as recently as Q4 2025.

Schulz Wealth first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Schulz Wealth held 3,538 shares of Apple worth $1.02M as of Q2 2026.
  • Apple was a new Schulz Wealth position in Q2 2026.
  • Apple made up 0.53% of Schulz Wealth's portfolio in Q2 2026, its #32 holding.
  • Schulz Wealth first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.