SigFig Wealth Management’s Apple AAPL Stock Holding History

SigFig 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	$518K	Hold	1,838	–	–	0.01%	115
2026 Q1	$467K	Buy	1,838 +8	+0.4%	+$2.08K	0.01%	115
2025 Q4	$500K	Hold	1,830	–	–	0.01%	114
2025 Q3	$468K	Hold	1,830	–	–	0.01%	114
2025 Q2	$368K	Buy	1,830 +50	+3%	+$10.1K	0.01%	115
2025 Q1	$338K	Hold	1,780	–	–	0.01%	113
2024 Q4	$338K	Hold	1,780	–	–	0.01%	113
2024 Q3	$338K	Sell	1,780 -300	-14%	-$67K	0.01%	110
2024 Q2	$401K	Hold	2,080	–	–	0.02%	111
2024 Q1	$389K	Hold	2,080	–	–	0.01%	115
2023 Q4	$395K	Sell	2,080 -120	-5%	-$22.2K	0.02%	111
2023 Q3	$410K	Sell	2,200 -267	-11%	-$49K	0.02%	104
2023 Q2	$446K	Hold	2,467	–	–	0.02%	99
2023 Q1	$435K	Buy	2,467 +420	+21%	+$62K	0.02%	89
2022 Q4	$366K	Hold	2,047	–	–	0.02%	98
2022 Q3	$366K	Hold	2,047	–	–	0.02%	90
2022 Q2	$366K	Hold	2,047	–	–	0.02%	87
2022 Q1	$366K	Sell	2,047 -210	-9%	-$35.3K	0.02%	81
2021 Q4	$403K	Buy	2,257 +102	+5%	+$16.1K	0.02%	79
2021 Q3	$380K	Buy	2,155 +104	+5%	+$15.3K	0.02%	78
2021 Q2	$358K	Buy	2,051 +4	+0.2%	+$518	0.02%	78
2021 Q1	$331K	Hold	2,047	–	–	0.02%	71
2020 Q4	$349K	Buy	+2,047	New	+$246K	0.03%	69

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 $3.37T AUM 44.26% 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

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

SigFig Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 1,838 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #115.

SigFig Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SigFig Wealth Management held 1,838 shares of Apple worth $518K as of Q2 2026.
SigFig Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.01% of SigFig Wealth Management's portfolio in Q2 2026, its #115 holding.
SigFig Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.