S4W
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Solutions 4 Wealth’s Apple AAPL Stock Holding History

Solutions 4 Wealth’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 		$3.44M Buy
11,878
+27
+0.2% +$7.72K 4.44% 5
2026
Q1 		$3.01M Sell
11,851
-7
-0.1% -$1.82K 4.52% 5
2025
Q4 		$3.22M Sell
11,858
-221
-2% -$59.3K 4.87% 5
2025
Q3 		$3.08M Sell
12,079
-68
-0.6% -$15.4K 4.77% 5
2025
Q2 		$2.49M Sell
12,147
-2
-0% -$404 4.15% 6
2025
Q1 		$2.7M Sell
12,149
-199
-2% -$46.1K 4.76% 4
2024
Q4 		$3.09M Sell
12,348
-198
-2% -$46.7K 5.6% 4
2024
Q3 		$2.92M Sell
12,546
-741
-6% -$165K 5.72% 2
2024
Q2 		$2.8M Buy
13,287
+269
+2% +$50.2K 6.35% 2
2024
Q1 		$2.23M Sell
13,018
-761
-6% -$138K 6.27% 5
2023
Q4 		$2.65M Buy
+13,779
New +$2.54M 8.66% 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

Solutions 4 Wealth's AAPL Position: Q2 2026 in Review

Solutions 4 Wealth increased its Apple (AAPL) stake by 0.23% in Q2 2026, buying an estimated $7.72K and bringing the position to 11,878 shares worth $3.44M. The position accounts for 4.44% of the portfolio, ranked #5.

Solutions 4 Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Solutions 4 Wealth held 11,878 shares of Apple worth $3.44M as of Q2 2026.
  • Solutions 4 Wealth bought 27 Apple shares in Q2 2026, an estimated $7.72K.
  • Apple made up 4.44% of Solutions 4 Wealth's portfolio in Q2 2026, its #5 holding.
  • Solutions 4 Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.