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Stonehaven Wealth & Tax Solutions’s Apple AAPL Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$1.45M Buy
5,005
+307
+7% +$87.8K 1.16% 22
2026
Q1 		$1.19M Buy
4,698
+126
+3% +$32.8K 1.05% 25
2025
Q4 		$1.24M Buy
4,572
+1,149
+34% +$308K 1.12% 24
2025
Q3 		$872K Buy
3,423
+45
+1% +$10.2K 0.81% 28
2025
Q2 		$693K Buy
3,378
+11
+0.3% +$2.22K 0.68% 30
2025
Q1 		$748K Buy
3,367
+487
+17% +$113K 0.79% 28
2024
Q4 		$721K Buy
+2,880
New +$679K 0.79% 37

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

Stonehaven Wealth & Tax Solutions's AAPL Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Apple (AAPL) stake by 6.5% in Q2 2026, buying an estimated $87.8K and bringing the position to 5,005 shares worth $1.45M. The position accounts for 1.16% of the portfolio, ranked #22.

Stonehaven Wealth & Tax Solutions first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 5,005 shares of Apple worth $1.45M as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 307 Apple shares in Q2 2026, an estimated $87.8K.
  • Apple made up 1.16% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #22 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.