SWM
AAPL icon

Silverlake Wealth Management’s Apple AAPL Stock Holding History

Silverlake 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 		$17.2M Sell
59,491
-273
-0.5% -$78.1K 3.26% 2
2026
Q1 		$15.2M Sell
59,764
-154
-0.3% -$40.1K 3.16% 2
2025
Q4 		$16.3M Sell
59,918
-2,212
-4% -$594K 3.62% 2
2025
Q3 		$15.8M Buy
62,130
+3,104
+5% +$701K 3.84% 2
2025
Q2 		$12.1M Buy
59,026
+8,648
+17% +$1.75M 3.52% 2
2025
Q1 		$11.2M Sell
50,378
-307
-0.6% -$71.1K 4.23% 2
2024
Q4 		$12.7M Buy
50,685
+742
+1% +$175K 4.86% 2
2024
Q3 		$11.6M Sell
49,943
-3,904
-7% -$872K 4.41% 2
2024
Q2 		$11.3M Buy
53,847
+4,307
+9% +$803K 4.65% 2
2024
Q1 		$8.5M Sell
49,540
-4,411
-8% -$802K 4.32% 2
2023
Q4 		$10.4M Sell
53,951
-5,631
-9% -$1.04M 5.73% 2
2023
Q3 		$10.2M Buy
59,582
+4,190
+8% +$768K 5.73% 2
2023
Q2 		$10.7M Buy
55,392
+213
+0.4% +$37.1K 5.97% 2
2023
Q1 		$9.1M Buy
55,179
+172
+0.3% +$25.4K 5.52% 2
2022
Q4 		$7.15M Buy
55,007
+1,760
+3% +$252K 4.46% 2
2022
Q3 		$7.36M Sell
53,247
-174
-0.3% -$27.3K 4.98% 2
2022
Q2 		$7.3M Sell
53,421
-149
-0.3% -$22.6K 4.76% 2
2022
Q1 		$9.35M Sell
53,570
-1,794
-3% -$302K 5.34% 2
2021
Q4 		$9.83M Buy
+55,364
New +$8.75M 5.29% 2

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

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

Silverlake Wealth Management reduced its Apple (AAPL) stake by 0.46% in Q2 2026, selling an estimated $78.1K and leaving 59,491 shares worth $17.2M. The position accounts for 3.26% of the portfolio, ranked #2.

Silverlake Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Silverlake Wealth Management held 59,491 shares of Apple worth $17.2M as of Q2 2026.
  • Silverlake Wealth Management sold 273 Apple shares in Q2 2026, an estimated $78.1K.
  • Apple made up 3.26% of Silverlake Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Silverlake Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.