SIMA Wealth Partners’s Apple AAPL Stock Holding History

SIMA 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	$571K	Hold	1,973	–	–	0.4%	29
2026 Q1	$501K	Hold	1,973	–	–	0.38%	31
2025 Q4	$536K	Hold	1,973	–	–	0.41%	28
2025 Q3	$502K	Buy	1,973 +1,035	+110%	+$234K	0.38%	30
2025 Q2	$192K	Hold	938	–	–	0.16%	47
2025 Q1	$208K	Hold	938	–	–	0.17%	48
2024 Q4	$235K	Hold	938	–	–	0.2%	46
2024 Q3	$219K	Sell	938 -22	-2%	-$4.91K	0.19%	46
2024 Q2	$202K	Buy	+960	New	+$179K	0.19%	45

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

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

SIMA Wealth Partners held its Apple (AAPL) position steady in Q2 2026 at 1,973 shares worth $571K. The position accounts for 0.4% of the portfolio, ranked #29.

SIMA Wealth Partners first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SIMA Wealth Partners held 1,973 shares of Apple worth $571K as of Q2 2026.
SIMA Wealth Partners left its Apple share count unchanged in Q2 2026.
Apple made up 0.4% of SIMA Wealth Partners's portfolio in Q2 2026, its #29 holding.
SIMA Wealth Partners first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.