SA
AAPL icon

Stolz & Associates’s Apple AAPL Stock Holding History

Stolz & Associates’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 		$828K Buy
2,863
+886
+45% +$253K 0.52% 16
2026
Q1 		$521K Sell
1,977
-1,457
-42% -$379K 0.36% 19
2025
Q4 		$934K Buy
+3,434
New +$922K 0.72% 17

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

Stolz & Associates's AAPL Position: Q2 2026 in Review

Stolz & Associates increased its Apple (AAPL) stake by 45% in Q2 2026, buying an estimated $253K and bringing the position to 2,863 shares worth $828K. The position accounts for 0.52% of the portfolio, ranked #16.

Stolz & Associates first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $934K in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stolz & Associates held 2,863 shares of Apple worth $828K as of Q2 2026.
  • Stolz & Associates bought 886 Apple shares in Q2 2026, an estimated $253K.
  • Apple made up 0.52% of Stolz & Associates's portfolio in Q2 2026, its #16 holding.
  • Stolz & Associates first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Stolz & Associates's Apple position peaked at $934K in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.