Signature Wealth Management Partners’s Apple AAPL Stock Holding History

Signature Wealth Management Partners’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	$15.7M	Buy	54,214 +553	+1%	+$158K	7.31%	2
2026 Q1	$13.6M	Buy	53,661 +3,990	+8%	+$1.04M	6.83%	4
2025 Q4	$13.5M	Sell	49,671 -381	-0.8%	-$102K	6.68%	5
2025 Q3	$12.7M	Sell	50,052 -468	-0.9%	-$106K	6.67%	4
2025 Q2	$10.4M	Sell	50,520 -1,615	-3%	-$326K	5.92%	6
2025 Q1	$11.6M	Sell	52,135 -818	-2%	-$190K	7.58%	4
2024 Q4	$13.3M	Sell	52,953 -75	-0.1%	-$17.7K	9.11%	1
2024 Q3	$12.4M	Buy	53,028 +154	+0.3%	+$34.4K	8.95%	1
2024 Q2	$11.1M	Buy	52,874 +2,016	+4%	+$376K	8.47%	1
2024 Q1	$8.72M	Sell	50,858 -2,067	-4%	-$376K	7.1%	3
2023 Q4	$10.2M	Sell	52,925 -1,048	-2%	-$194K	8.92%	1
2023 Q3	$9.24M	Sell	53,973 -639	-1%	-$117K	9.04%	1
2023 Q2	$10.6M	Sell	54,612 -5,368	-9%	-$935K	9.82%	1
2023 Q1	$9.89M	Sell	59,980 -1,849	-3%	-$273K	9.18%	1
2022 Q4	$8.03M	Buy	61,829 +355	+0.6%	+$50.7K	7.91%	1
2022 Q3	$8.5M	Sell	61,474 -304	-0.5%	-$47.7K	9.36%	1
2022 Q2	$8.45M	Buy	61,778 +2,066	+3%	+$313K	8.65%	1
2022 Q1	$10.4M	Buy	59,712 +1,220	+2%	+$205K	8.88%	1
2021 Q4	$10.4M	Buy	58,492 +562	+1%	+$88.8K	8.8%	1
2021 Q3	$8.2M	Buy	57,930 +1,286	+2%	+$189K	7.43%	2
2021 Q2	$7.76M	Buy	56,644 +477	+0.8%	+$61.8K	7.04%	2
2021 Q1	$6.86M	Buy	56,167 +74	+0.1%	+$9.5K	6.58%	2
2020 Q4	$7.44M	Buy	+56,093	New	+$6.75M	7.44%	2

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

Signature Wealth Management Partners's AAPL Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $158K and bringing the position to 54,214 shares worth $15.7M. The position accounts for 7.31% of the portfolio, ranked #2.

Signature Wealth Management Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Signature Wealth Management Partners held 54,214 shares of Apple worth $15.7M as of Q2 2026.
Signature Wealth Management Partners bought 553 Apple shares in Q2 2026, an estimated $158K.
Apple made up 7.31% of Signature Wealth Management Partners's portfolio in Q2 2026, its #2 holding.
Signature Wealth Management Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.