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Seven Springs Wealth Group’s Apple AAPL Stock Holding History

Seven Springs Wealth Group’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 		$4.16M Buy
14,365
+379
+3% +$108K 0.91% 22
2026
Q1 		$3.55M Sell
13,986
-25
-0.2% -$6.51K 0.82% 23
2025
Q4 		$3.81M Sell
14,011
-1,440
-9% -$387K 1.09% 22
2025
Q3 		$3.93M Buy
15,451
+42
+0.3% +$9.49K 0.95% 21
2025
Q2 		$3.16M Sell
15,409
-157
-1% -$31.7K 0.78% 23
2025
Q1 		$3.46M Buy
15,566
+1,288
+9% +$298K 1.23% 18
2024
Q4 		$3.58M Buy
14,278
+124
+0.9% +$29.2K 1.33% 19
2024
Q3 		$3.3M Buy
14,154
+55
+0.4% +$12.3K 1.2% 20
2024
Q2 		$2.97M Sell
14,099
-156
-1% -$29.1K 1.16% 20
2024
Q1 		$2.44M Buy
14,255
+6
+0% +$1.09K 0.94% 21
2023
Q4 		$2.74M Sell
14,249
-56
-0.4% -$10.3K 1.24% 14
2023
Q3 		$2.45M Hold
14,305
– – 1.17% 15
2023
Q2 		$2.77M Sell
14,305
-1,233
-8% -$215K 1.32% 15
2023
Q1 		$2.56M Buy
15,538
+600
+4% +$88.5K 1.27% 14
2022
Q4 		$1.94M Sell
14,938
-585
-4% -$83.6K 0.94% 18
2022
Q3 		$2.15M Buy
15,523
+293
+2% +$46K 1.17% 16
2022
Q2 		$2.08M Sell
15,230
-163
-1% -$24.7K 1.04% 16
2022
Q1 		$2.69M Sell
15,393
-117
-0.8% -$19.7K 1.27% 14
2021
Q4 		$2.75M Sell
15,510
-1,110
-7% -$175K 1.26% 14
2021
Q3 		$2.35M Hold
16,620
– – 1.15% 13
2021
Q2 		$2.28M Buy
16,620
+1,664
+11% +$216K 0.99% 14
2021
Q1 		$1.83M Sell
14,956
-17,045
-53% -$2.19M 0.86% 14
2020
Q4 		$4.25M Sell
32,001
-435
-1% -$52.3K 2.19% 11
2020
Q3 		$3.76M Sell
32,436
-2,240
-6% -$244K 2.36% 10
2020
Q2 		$3.16M Hold
34,676
– – 2.01% 11
2020
Q1 		$2.2M Buy
34,676
+1,864
+6% +$137K 1.55% 13
2019
Q4 		$2.41M Buy
+32,812
New +$2.11M 1.64% 9

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

Seven Springs Wealth Group's AAPL Position: Q2 2026 in Review

Seven Springs Wealth Group increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $108K and bringing the position to 14,365 shares worth $4.16M. The position accounts for 0.91% of the portfolio, ranked #22.

Seven Springs Wealth Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q4 2020. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Seven Springs Wealth Group held 14,365 shares of Apple worth $4.16M as of Q2 2026.
  • Seven Springs Wealth Group bought 379 Apple shares in Q2 2026, an estimated $108K.
  • Apple made up 0.91% of Seven Springs Wealth Group's portfolio in Q2 2026, its #22 holding.
  • Seven Springs Wealth Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Seven Springs Wealth Group's Apple position peaked at $4.25M in Q4 2020.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.