Sonoma Allocations’s Apple AAPL Stock Holding History

Sonoma Allocations’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	$3.92M	Sell	13,299 -30	-0.2%	-$8.58K	1.22%	18
2026 Q1	$3.37M	Sell	13,329 -679	-5%	-$177K	1.16%	19
2025 Q4	$3.71M	Buy	14,008 +4,137	+42%	+$1.11M	1.23%	20
2025 Q3	$2.44M	Buy	+9,871	New	+$2.23M	0.89%	20

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

Sonoma Allocations's AAPL Position: Q2 2026 in Review

Sonoma Allocations reduced its Apple (AAPL) stake by 0.23% in Q2 2026, selling an estimated $8.58K and leaving 13,299 shares worth $3.92M. The position accounts for 1.22% of the portfolio, ranked #18.

Sonoma Allocations first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sonoma Allocations held 13,299 shares of Apple worth $3.92M as of Q2 2026.
Sonoma Allocations sold 30 Apple shares in Q2 2026, an estimated $8.58K.
Apple made up 1.22% of Sonoma Allocations's portfolio in Q2 2026, its #18 holding.
Sonoma Allocations first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.