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Shepherd Wealth Management’s Apple AAPL Stock Holding History

Shepherd 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 		$1.54M Buy
4,956
+3
+0.1% +$858 0.85% 13
2026
Q1 		$1.39M Sell
4,953
-11,009
-69% -$2.87M 1.04% 15
2025
Q4 		$4.08M Sell
15,962
-12,667
-44% -$3.4M 2.84% 13
2025
Q3 		$7.73M Buy
28,629
+16,949
+145% +$3.83M 5.14% 9
2025
Q2 		$2.67M Sell
11,680
-17,865
-60% -$3.61M 1.82% 14
2025
Q1 		$6.56M Buy
29,545
+18,331
+163% +$4.25M 6.75% 6
2024
Q4 		$2.81M Buy
+11,214
New +$2.64M 2.76% 10

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

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

Shepherd Wealth Management increased its Apple (AAPL) stake by 0.06% in Q2 2026, buying an estimated $858 and bringing the position to 4,956 shares worth $1.54M. The position accounts for 0.85% of the portfolio, ranked #13.

Shepherd Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.73M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shepherd Wealth Management held 4,956 shares of Apple worth $1.54M as of Q2 2026.
  • Shepherd Wealth Management bought 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 0.85% of Shepherd Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Shepherd Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's Apple position peaked at $7.73M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.