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SpringVest Wealth Management’s Apple AAPL Stock Holding History

SpringVest Wealth Management’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 		$1.33M Buy
4,595
+16
+0.3% +$4.58K 0.84% 23
2026
Q1 		$1.16M Sell
4,579
-48
-1% -$12.5K 0.79% 22
2025
Q4 		$1.26M Buy
4,627
+17
+0.4% +$4.56K 0.88% 20
2025
Q3 		$1.17M Sell
4,610
-191
-4% -$43.1K 0.86% 20
2025
Q2 		$985K Sell
4,801
-196
-4% -$39.6K 0.8% 21
2025
Q1 		$1.11M Sell
4,997
-1,124
-18% -$260K 0.92% 20
2024
Q4 		$1.53M Buy
+6,121
New +$1.44M 1.31% 16

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

SpringVest Wealth Management's AAPL Position: Q2 2026 in Review

SpringVest Wealth Management increased its Apple (AAPL) stake by 0.35% in Q2 2026, buying an estimated $4.58K and bringing the position to 4,595 shares worth $1.33M. The position accounts for 0.84% of the portfolio, ranked #23.

SpringVest Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SpringVest Wealth Management held 4,595 shares of Apple worth $1.33M as of Q2 2026.
  • SpringVest Wealth Management bought 16 Apple shares in Q2 2026, an estimated $4.58K.
  • Apple made up 0.84% of SpringVest Wealth Management's portfolio in Q2 2026, its #23 holding.
  • SpringVest Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • SpringVest Wealth Management's Apple position peaked at $1.53M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.