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Seaside Wealth Management’s Apple AAPL Stock Holding History

Seaside 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 		$2.03M Buy
7,031
+676
+11% +$193K 0.5% 17
2026
Q1 		$1.61M Buy
6,355
+135
+2% +$35.1K 0.45% 17
2025
Q4 		$1.69M Buy
6,220
+28
+0.5% +$7.52K 0.48% 17
2025
Q3 		$1.58M Buy
6,192
+1
+0% +$226 0.47% 17
2025
Q2 		$1.27M Buy
6,191
+468
+8% +$94.5K 0.4% 22
2025
Q1 		$1.27M Buy
5,723
+281
+5% +$65.1K 0.45% 20
2024
Q4 		$1.36M Buy
5,442
+111
+2% +$26.2K 0.5% 19
2024
Q3 		$1.24M Buy
5,331
+1
+0% +$223 0.47% 19
2024
Q2 		$1.12M Buy
5,330
+1
+0% +$186 0.47% 19
2024
Q1 		$914K Sell
5,329
-39
-0.7% -$7.09K 0.39% 22
2023
Q4 		$1.03M Buy
5,368
+40
+0.8% +$7.39K 0.47% 19
2023
Q3 		$912K Buy
5,328
+461
+9% +$84.5K 0.46% 18
2023
Q2 		$944K Buy
4,867
+1
+0% +$174 0.49% 18
2023
Q1 		$803K Buy
4,866
+1
+0% +$148 0.49% 22
2022
Q4 		$632K Hold
4,865
– – 0.42% 23
2022
Q3 		$747K Buy
4,865
+1,357
+39% +$213K 0.52% 22
2022
Q2 		$572K Buy
+3,508
New +$531K 0.43% 23

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

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

Seaside Wealth Management increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $193K and bringing the position to 7,031 shares worth $2.03M. The position accounts for 0.5% of the portfolio, ranked #17.

Seaside Wealth Management first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Seaside Wealth Management held 7,031 shares of Apple worth $2.03M as of Q2 2026.
  • Seaside Wealth Management bought 676 Apple shares in Q2 2026, an estimated $193K.
  • Apple made up 0.5% of Seaside Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Seaside Wealth Management first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.