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Schwallier Wealth Management’s Apple AAPL Stock Holding History

Schwallier 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 		$757K Sell
2,617
-149
-5% -$42.6K 0.48% 34
2026
Q1 		$702K Sell
2,766
-606
-18% -$158K 0.51% 26
2025
Q4 		$875K Sell
3,372
-523
-13% -$140K 0.56% 18
2025
Q3 		$992K Buy
3,895
+467
+14% +$105K 0.62% 18
2025
Q2 		$703K Sell
3,428
-380
-10% -$76.7K 0.43% 23
2025
Q1 		$846K Buy
3,808
+871
+30% +$202K 0.62% 21
2024
Q4 		$736K Buy
2,937
+261
+10% +$61.5K 0.56% 18
2024
Q3 		$624K Buy
2,676
+83
+3% +$18.5K 0.45% 20
2024
Q2 		$546K Sell
2,593
-52
-2% -$9.7K 0.44% 21
2024
Q1 		$454K Sell
2,645
-1,573
-37% -$286K 0.37% 22
2023
Q4 		$812K Buy
+4,218
New +$779K 0.67% 18

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

Schwallier Wealth Management's AAPL Position: Q2 2026 in Review

Schwallier Wealth Management reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $42.6K and leaving 2,617 shares worth $757K. The position accounts for 0.48% of the portfolio, ranked #34.

Schwallier Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $992K in Q3 2025. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Schwallier Wealth Management held 2,617 shares of Apple worth $757K as of Q2 2026.
  • Schwallier Wealth Management sold 149 Apple shares in Q2 2026, an estimated $42.6K.
  • Apple made up 0.48% of Schwallier Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Schwallier Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Schwallier Wealth Management's Apple position peaked at $992K in Q3 2025.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.