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Sterling Group Wealth Management’s Apple AAPL Stock Holding History

Sterling Group 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 		$4.91M Buy
16,960
+2,510
+17% +$718K 2.01% 11
2026
Q1 		$3.67M Sell
14,450
-2,955
-17% -$769K 1.73% 11
2025
Q4 		$4.73M Buy
17,405
+180
+1% +$48.3K 2.29% 10
2025
Q3 		$4.39M Sell
17,225
-41
-0.2% -$9.26K 2.17% 10
2025
Q2 		$3.54M Sell
17,266
-19,644
-53% -$3.97M 1.96% 10
2025
Q1 		$8.2M Buy
36,910
+7
+0% +$1.62K 4.4% 7
2024
Q4 		$9.24M Sell
36,903
-35
-0.1% -$8.25K 4.79% 7
2024
Q3 		$8.61M Buy
36,938
+83
+0.2% +$18.5K 4.56% 8
2024
Q2 		$7.76M Buy
+36,855
New +$6.87M 4.46% 7
2024
Q1 		– Sell
-36,896
Closed -$7.1M – 4
2023
Q4 		$7.1M Buy
36,896
+5,886
+19% +$1.09M 5.52% 7
2023
Q3 		$5.31M Buy
31,010
+12,148
+64% +$2.23M 5.02% 6
2023
Q2 		$3.66M Buy
18,862
+331
+2% +$57.7K 3.17% 8
2023
Q1 		$3.06M Sell
18,531
-221
-1% -$32.6K 2.88% 9
2022
Q4 		$2.44M Buy
+18,752
New +$2.68M 2.4% 10

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

Sterling Group Wealth Management's AAPL Position: Q2 2026 in Review

Sterling Group Wealth Management increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $718K and bringing the position to 16,960 shares worth $4.91M. The position accounts for 2.01% of the portfolio, ranked #11.

Sterling Group Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.24M in Q4 2024. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sterling Group Wealth Management held 16,960 shares of Apple worth $4.91M as of Q2 2026.
  • Sterling Group Wealth Management bought 2,510 Apple shares in Q2 2026, an estimated $718K.
  • Apple made up 2.01% of Sterling Group Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Sterling Group Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Sterling Group Wealth Management's Apple position peaked at $9.24M in Q4 2024.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.