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SK Wealth Management’s Apple AAPL Stock Holding History

SK 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 		$4.92M Sell
15,950
-45
-0.3% -$12.9K 1.11% 19
2026
Q1 		$4.14M Buy
15,995
+763
+5% +$199K 1.15% 18
2025
Q4 		$3.93M Sell
15,232
-2,296
-13% -$616K 1.1% 16
2025
Q3 		$4.45M Buy
17,528
+3,494
+25% +$789K 1.66% 16
2025
Q2 		$2.96M Buy
14,034
+1,419
+11% +$287K 1.28% 16
2025
Q1 		$2.44M Sell
12,615
-312
-2% -$72.3K 1.31% 16
2024
Q4 		$3.24M Hold
12,927
– – 1.65% 11
2024
Q3 		$3.3M Buy
+12,927
New +$2.89M 1.69% 11

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

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

SK Wealth Management reduced its Apple (AAPL) stake by 0.28% in Q2 2026, selling an estimated $12.9K and leaving 15,950 shares worth $4.92M. The position accounts for 1.11% of the portfolio, ranked #19.

SK Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SK Wealth Management held 15,950 shares of Apple worth $4.92M as of Q2 2026.
  • SK Wealth Management sold 45 Apple shares in Q2 2026, an estimated $12.9K.
  • Apple made up 1.11% of SK Wealth Management's portfolio in Q2 2026, its #19 holding.
  • SK Wealth Management first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.