Steelhead Wealth Management’s Apple AAPL Stock Holding History

Steelhead 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	$1.73M	Buy	5,971 +1,899	+47%	+$543K	0.7%	33
2026 Q1	$1.03M	Buy	+4,072	New	+$1.06M	0.52%	38

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Steelhead Wealth Management increased its Apple (AAPL) stake by 47% in Q2 2026, buying an estimated $543K and bringing the position to 5,971 shares worth $1.73M. The position accounts for 0.7% of the portfolio, ranked #33.

Steelhead Wealth Management first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,144 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Steelhead Wealth Management held 5,971 shares of Apple worth $1.73M as of Q2 2026.
Steelhead Wealth Management bought 1,899 Apple shares in Q2 2026, an estimated $543K.
Apple made up 0.7% of Steelhead Wealth Management's portfolio in Q2 2026, its #33 holding.
Steelhead Wealth Management first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,144 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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