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Stone Summit Wealth’s Apple AAPL Stock Holding History

Stone Summit Wealth’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 		$5.2M Sell
17,958
-59
-0.3% -$16.9K 1.32% 24
2026
Q1 		$4.57M Sell
18,017
-588
-3% -$153K 1.27% 22
2025
Q4 		$5.06M Buy
18,605
+747
+4% +$201K 1.37% 20
2025
Q3 		$4.55M Sell
17,858
-175
-1% -$39.5K 1.29% 23
2025
Q2 		$3.7M Sell
18,033
-360
-2% -$72.7K 1.15% 30
2025
Q1 		$4.09M Sell
18,393
-465
-2% -$108K 1.38% 22
2024
Q4 		$4.72M Sell
18,858
-187
-1% -$44.1K 1.58% 15
2024
Q3 		$4.44M Sell
19,045
-229
-1% -$51.1K 1.43% 20
2024
Q2 		$4.06M Sell
19,274
-108
-0.6% -$20.1K 1.46% 18
2024
Q1 		$3.32M Sell
19,382
-1,041
-5% -$189K 1.16% 28
2023
Q4 		$3.93M Sell
20,423
-799
-4% -$148K 1.51% 14
2023
Q3 		$3.63M Sell
21,222
-92
-0.4% -$16.9K 1.56% 14
2023
Q2 		$4.13M Sell
21,314
-716
-3% -$125K 1.71% 11
2023
Q1 		$3.63M Sell
22,030
-689
-3% -$102K 1.62% 13
2022
Q4 		$2.95M Sell
22,719
-232
-1% -$33.2K 1.45% 15
2022
Q3 		$3.17M Buy
22,951
+669
+3% +$105K 1.95% 8
2022
Q2 		$3.05M Buy
22,282
+2,067
+10% +$313K 1.82% 11
2022
Q1 		$3.52M Buy
20,215
+2,542
+14% +$427K 1.97% 9
2021
Q4 		$3.14M Buy
+17,673
New +$2.79M 2.55% 7

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

Stone Summit Wealth's AAPL Position: Q2 2026 in Review

Stone Summit Wealth reduced its Apple (AAPL) stake by 0.33% in Q2 2026, selling an estimated $16.9K and leaving 17,958 shares worth $5.2M. The position accounts for 1.32% of the portfolio, ranked #24.

Stone Summit Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stone Summit Wealth held 17,958 shares of Apple worth $5.2M as of Q2 2026.
  • Stone Summit Wealth sold 59 Apple shares in Q2 2026, an estimated $16.9K.
  • Apple made up 1.32% of Stone Summit Wealth's portfolio in Q2 2026, its #24 holding.
  • Stone Summit Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.