SHP Wealth Management’s Apple AAPL Stock Holding History

SHP 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	$21M	Buy	72,561 +6,562	+10%	+$1.88M	1.44%	12
2026 Q1	$16.7M	Buy	65,999 +848	+1%	+$221K	1.26%	15
2025 Q4	$17.7M	Buy	+65,151	New	+$17.5M	1.38%	16

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

SHP Wealth Management increased its Apple (AAPL) stake by 9.9% in Q2 2026, buying an estimated $1.88M and bringing the position to 72,561 shares worth $21M. The position accounts for 1.44% of the portfolio, ranked #12.

SHP Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,144 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SHP Wealth Management held 72,561 shares of Apple worth $21M as of Q2 2026.
SHP Wealth Management bought 6,562 Apple shares in Q2 2026, an estimated $1.88M.
Apple made up 1.44% of SHP Wealth Management's portfolio in Q2 2026, its #12 holding.
SHP Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,144 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.