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Shah Wealth Advisors’s Apple AAPL Stock Holding History

Shah Wealth Advisors’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 		$5.72M Buy
+19,764
New +$5.65M 1.32% 19

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shah Wealth Advisors's AAPL Position: Q2 2026 in Review

Shah Wealth Advisors opened a new position in Apple (AAPL) in Q2 2026: 19,764 shares worth $5.72M. The stake represents 1.32% of the portfolio and ranks #19 among its holdings.

5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shah Wealth Advisors held 19,764 shares of Apple worth $5.72M as of Q2 2026.
  • Apple was a new Shah Wealth Advisors position in Q2 2026.
  • Apple made up 1.32% of Shah Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shah Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.