StoneCrest Wealth Management’s Apple AAPL Stock Holding History

StoneCrest 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	$788K	Sell	2,722 -36	-1%	-$10.3K	0.25%	54
2026 Q1	$700K	Sell	2,758 -423	-13%	-$110K	0.3%	52
2025 Q4	$865K	Sell	3,181 -20	-0.6%	-$5.37K	0.35%	48
2025 Q3	$815K	Sell	3,201 -282	-8%	-$63.7K	0.36%	49
2025 Q2	$715K	Sell	3,483 -385	-10%	-$77.8K	0.34%	51
2025 Q1	$859K	Sell	3,868 -4,590	-54%	-$1.06M	0.55%	39
2024 Q4	$2.12M	Sell	8,458 -486	-5%	-$115K	1.38%	25
2024 Q3	$2.08M	Sell	8,944 -514	-5%	-$115K	1.52%	22
2024 Q2	$1.99M	Sell	9,458 -9,148	-49%	-$1.71M	1.52%	24
2024 Q1	$3.19M	Sell	18,606 -2,941	-14%	-$535K	2.76%	13
2023 Q4	$4.15M	Buy	+21,547	New	+$3.98M	3.98%	9

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 $3.37T AUM 44.26% 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

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

StoneCrest Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $10.3K and leaving 2,722 shares worth $788K. The position accounts for 0.25% of the portfolio, ranked #54.

StoneCrest Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q4 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

StoneCrest Wealth Management held 2,722 shares of Apple worth $788K as of Q2 2026.
StoneCrest Wealth Management sold 36 Apple shares in Q2 2026, an estimated $10.3K.
Apple made up 0.25% of StoneCrest Wealth Management's portfolio in Q2 2026, its #54 holding.
StoneCrest Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Apple position peaked at $4.15M in Q4 2023.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.