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SoundView Advisors’s Apple AAPL Stock Holding History

SoundView Advisors’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 		$1.66M Buy
5,729
+150
+3% +$42.9K 0.54% 18
2026
Q1 		$1.42M Hold
5,579
– – 0.5% 19
2025
Q4 		$1.52M Sell
5,579
-99
-2% -$26.6K 0.53% 19
2025
Q3 		$1.45M Sell
5,678
-869
-13% -$196K 0.5% 15
2025
Q2 		$1.34M Sell
6,547
-625
-9% -$126K 0.49% 23
2025
Q1 		$1.59M Hold
7,172
– – 0.66% 19
2024
Q4 		$1.79M Buy
+7,172
New +$1.69M 0.74% 19

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

SoundView Advisors's AAPL Position: Q2 2026 in Review

SoundView Advisors increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 5,729 shares worth $1.66M. The position accounts for 0.54% of the portfolio, ranked #18.

SoundView Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SoundView Advisors held 5,729 shares of Apple worth $1.66M as of Q2 2026.
  • SoundView Advisors bought 150 Apple shares in Q2 2026, an estimated $42.9K.
  • Apple made up 0.54% of SoundView Advisors's portfolio in Q2 2026, its #18 holding.
  • SoundView Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • SoundView Advisors's Apple position peaked at $1.79M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.