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Significant Wealth Partners’s Apple AAPL Stock Holding History

Significant Wealth 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 		– Sell
-1,541
Closed -$391K – 117
2026
Q1 		$391K Sell
1,541
-8
-0.5% -$2.08K 0.48% 61
2025
Q4 		$421K Sell
1,549
-2,670
-63% -$717K 0.47% 29
2025
Q3 		$1.07M Sell
4,219
-165
-4% -$37.3K 0.53% 13
2025
Q2 		$899K Buy
4,384
+46
+1% +$9.29K 0.44% 14
2025
Q1 		$964K Buy
4,338
+9
+0.2% +$2.08K 0.49% 9
2024
Q4 		$1.08M Buy
4,329
+28
+0.7% +$6.6K 0.56% 8
2024
Q3 		$1M Buy
4,301
+866
+25% +$193K 0.52% 7
2024
Q2 		$724K Buy
3,435
+40
+1% +$7.46K 0.41% 10
2024
Q1 		$582K Buy
3,395
+93
+3% +$16.9K 0.38% 70
2023
Q4 		$636K Buy
+3,302
New +$610K 0.46% 64

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

Significant Wealth Partners's AAPL Position: Q2 2026 in Review

Significant Wealth Partners sold out of Apple (AAPL) in Q2 2026, closing a stake of 1,541 shares — an estimated $391K sold.

Significant Wealth Partners first reported a position in AAPL in Q4 2023 and held it in 10 quarters. The position peaked at $1.08M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Significant Wealth Partners reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Significant Wealth Partners sold 1,541 Apple shares in Q2 2026, an estimated $391K.
  • Significant Wealth Partners first reported a position in Apple in Q4 2023 and held it in 10 quarters.
  • Significant Wealth Partners's Apple position peaked at $1.08M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.