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Sonoma Private Wealth’s Apple AAPL Stock Holding History

Sonoma Private 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 		$3.65M Sell
12,599
-313
-2% -$89.5K 3.92% 5
2026
Q1 		$3.28M Sell
12,912
-145
-1% -$37.7K 4.03% 6
2025
Q4 		$3.55M Sell
13,057
-450
-3% -$121K 4.29% 5
2025
Q3 		$3.44M Sell
13,507
-14
-0.1% -$3.16K 4.11% 5
2025
Q2 		$2.77M Sell
13,521
-59
-0.4% -$11.9K 3.4% 5
2025
Q1 		$3.02M Buy
13,580
+7,623
+128% +$1.77M 4.18% 5
2024
Q4 		$1.49M Buy
5,957
+417
+8% +$98.3K 2.41% 7
2024
Q3 		$1.29M Sell
5,540
-125
-2% -$27.9K 2.01% 11
2024
Q2 		$1.19M Sell
5,665
-24
-0.4% -$4.48K 1.94% 11
2024
Q1 		$976K Sell
5,689
-1,125
-17% -$205K 1.57% 14
2023
Q4 		$1.31M Sell
6,814
-125
-2% -$23.1K 2.17% 8
2023
Q3 		$1.19M Buy
6,939
+76
+1% +$13.9K 2.17% 11
2023
Q2 		$1.33M Sell
6,863
-126
-2% -$22K 2.33% 8
2023
Q1 		$1.15M Buy
6,989
+2,156
+45% +$318K 2.29% 9
2022
Q4 		$628K Buy
+4,833
New +$691K 1.39% 24

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

Sonoma Private Wealth's AAPL Position: Q2 2026 in Review

Sonoma Private Wealth reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $89.5K and leaving 12,599 shares worth $3.65M. The position accounts for 3.92% of the portfolio, ranked #5.

Sonoma Private Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sonoma Private Wealth held 12,599 shares of Apple worth $3.65M as of Q2 2026.
  • Sonoma Private Wealth sold 313 Apple shares in Q2 2026, an estimated $89.5K.
  • Apple made up 3.92% of Sonoma Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Sonoma Private Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.