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Spartan Wealth Advisory Services LLC’s Apple AAPL Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$58.9M Sell
203,513
-2,937
-1% -$840K 4.82% 2
2026
Q1 		$52.4M Buy
+206,450
New +$53.7M 4.58% 3

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

Spartan Wealth Advisory Services LLC's AAPL Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $840K and leaving 203,513 shares worth $58.9M. The position accounts for 4.82% of the portfolio, ranked #2.

Spartan Wealth Advisory Services LLC first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 203,513 shares of Apple worth $58.9M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 2,937 Apple shares in Q2 2026, an estimated $840K.
  • Apple made up 4.82% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #2 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.