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Spahn Wealth & Retirement’s Apple AAPL Stock Holding History

Spahn Wealth & Retirement’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 		$1.45M Sell
5,028
-17,186
-77% -$4.92M 0.94% 23
2026
Q1 		$5.64M Sell
22,214
-2,542
-10% -$662K 7.18% 5
2025
Q4 		$6.73M Sell
24,756
-117
-0.5% -$31.4K 4.18% 8
2025
Q3 		$6.33M Sell
24,873
-458
-2% -$103K 3.75% 11
2025
Q2 		$5.2M Sell
25,331
-58
-0.2% -$11.7K 3.34% 14
2025
Q1 		$5.64M Sell
25,389
-205
-0.8% -$47.5K 4.14% 8
2024
Q4 		$6.41M Buy
+25,594
New +$6.03M 4.2% 8

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

Spahn Wealth & Retirement's AAPL Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its Apple (AAPL) stake by 77% in Q2 2026, selling an estimated $4.92M and leaving 5,028 shares worth $1.45M. The position accounts for 0.94% of the portfolio, ranked #23.

Spahn Wealth & Retirement first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.73M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spahn Wealth & Retirement held 5,028 shares of Apple worth $1.45M as of Q2 2026.
  • Spahn Wealth & Retirement sold 17,186 Apple shares in Q2 2026, an estimated $4.92M.
  • Apple made up 0.94% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #23 holding.
  • Spahn Wealth & Retirement first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's Apple position peaked at $6.73M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.