Stordahl Capital Management’s Apple AAPL Stock Holding History

Stordahl Capital 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	$1.37M	Buy	4,742 +103	+2%	+$29.5K	0.25%	27
2026 Q1	$1.18M	Sell	4,639 -156	-3%	-$40.6K	0.24%	27
2025 Q4	$1.3M	Sell	4,795 -18	-0.4%	-$4.83K	0.27%	27
2025 Q3	$1.23M	Sell	4,813 -74	-2%	-$16.7K	0.26%	27
2025 Q2	$1M	Buy	4,887 +125	+3%	+$25.2K	0.22%	27
2025 Q1	$1.06M	Sell	4,762 -59	-1%	-$13.7K	0.25%	25
2024 Q4	$1.21M	Buy	4,821 +354	+8%	+$83.4K	0.29%	24
2024 Q3	$1.01M	Sell	4,467 -30	-0.7%	-$6.7K	0.24%	25
2024 Q2	$947K	Hold	4,497	–	–	0.24%	26
2024 Q1	$771K	Sell	4,497 -559	-11%	-$102K	0.19%	28
2023 Q4	$973K	Buy	5,056 +7	+0.1%	+$1.29K	0.26%	27
2023 Q3	$864K	Hold	5,049	–	–	0.26%	28
2023 Q2	$979K	Buy	5,049 +1	+0%	+$174	0.28%	28
2023 Q1	$832K	Buy	5,048 +322	+7%	+$47.5K	0.25%	29
2022 Q4	$614K	Sell	4,726 -127	-3%	-$18.1K	0.2%	32
2022 Q3	$671K	Sell	4,853 -408	-8%	-$64K	0.24%	30
2022 Q2	$719K	Buy	5,261 +23	+0.4%	+$3.48K	0.27%	30
2022 Q1	$915K	Buy	5,238 +2,181	+71%	+$367K	0.34%	27
2021 Q4	$543K	Hold	3,057	–	–	0.2%	34
2021 Q3	$433K	Buy	+3,057	New	+$450K	0.17%	34
2021 Q1	–	Sell	-1,541	Closed	-$204K	–	46
2020 Q4	$204K	Buy	+1,541	New	+$185K	0.09%	47

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

Stordahl Capital Management's AAPL Position: Q2 2026 in Review

Stordahl Capital Management increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $29.5K and bringing the position to 4,742 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #27.

Stordahl Capital Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Stordahl Capital Management held 4,742 shares of Apple worth $1.37M as of Q2 2026.
Stordahl Capital Management bought 103 Apple shares in Q2 2026, an estimated $29.5K.
Apple made up 0.25% of Stordahl Capital Management's portfolio in Q2 2026, its #27 holding.
Stordahl Capital Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.