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Sightline Wealth Advisors’s Apple AAPL Stock Holding History

Sightline 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 		$1.91M Buy
6,596
+839
+15% +$240K 0.7% 28
2026
Q1 		$1.46M Sell
5,757
-699
-11% -$182K 0.62% 31
2025
Q4 		$1.76M Buy
6,456
+2,683
+71% +$720K 0.75% 28
2025
Q3 		$961K Sell
3,773
-61
-2% -$13.8K 0.43% 39
2025
Q2 		$787K Sell
3,834
-947
-20% -$191K 0.38% 41
2025
Q1 		$1.06M Hold
4,781
– – 0.56% 35
2024
Q4 		$1.2M Buy
4,781
+1
+0% +$236 0.65% 32
2024
Q3 		$1.11M Hold
4,780
– – 0.61% 33
2024
Q2 		$1.01M Buy
4,780
+1,633
+52% +$305K 0.63% 33
2024
Q1 		$540K Buy
3,147
+367
+13% +$66.7K 0.36% 46
2023
Q4 		$535K Hold
2,780
– – 0.41% 41
2023
Q3 		$476K Buy
2,780
+1
+0% +$183 0.44% 42
2023
Q2 		$458K Buy
2,779
+44
+2% +$7.67K 0.46% 35
2023
Q1 		$451K Sell
2,735
-1,179
-30% -$174K 0.46% 36
2022
Q4 		$509K Buy
3,914
+2,284
+140% +$326K 0.55% 31
2022
Q3 		$232K Hold
1,630
– – 0.27% 44
2022
Q2 		$221K Hold
1,630
– – 0.22% 46
2022
Q1 		$285K Sell
1,630
-30
-2% -$5.04K 0.24% 46
2021
Q4 		$299K Hold
1,660
– – 0.27% 37
2021
Q3 		$235K Buy
+1,660
New +$244K 0.2% 45

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

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

Sightline Wealth Advisors increased its Apple (AAPL) stake by 15% in Q2 2026, buying an estimated $240K and bringing the position to 6,596 shares worth $1.91M. The position accounts for 0.7% of the portfolio, ranked #28.

Sightline Wealth Advisors first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sightline Wealth Advisors held 6,596 shares of Apple worth $1.91M as of Q2 2026.
  • Sightline Wealth Advisors bought 839 Apple shares in Q2 2026, an estimated $240K.
  • Apple made up 0.7% of Sightline Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Sightline Wealth Advisors first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.