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Straight Path Wealth Management’s Apple AAPL Stock Holding History

Straight Path 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 		$1.11M Sell
3,830
-50
-1% -$14.3K 0.26% 39
2026
Q1 		$985K Buy
3,880
+178
+5% +$46.3K 0.26% 33
2025
Q4 		$1.01M Buy
3,702
+130
+4% +$34.9K 0.27% 37
2025
Q3 		$910K Buy
3,572
+88
+3% +$19.9K 0.25% 51
2025
Q2 		$715K Buy
3,484
+19
+0.5% +$3.84K 0.24% 41
2025
Q1 		$770K Sell
3,465
-736
-18% -$171K 0.31% 32
2024
Q4 		$1.05M Sell
4,201
-9
-0.2% -$2.12K 0.42% 28
2024
Q3 		$981K Buy
4,210
+28
+0.7% +$6.25K 0.42% 29
2024
Q2 		$881K Sell
4,182
-220
-5% -$41K 0.45% 29
2024
Q1 		$755K Buy
4,402
+68
+2% +$12.4K 0.42% 32
2023
Q4 		$834K Sell
4,334
-484
-10% -$89.4K 0.49% 25
2023
Q3 		$825K Buy
4,818
+587
+14% +$108K 0.56% 24
2023
Q2 		$821K Buy
4,231
+220
+5% +$38.3K 0.56% 23
2023
Q1 		$661K Buy
4,011
+41
+1% +$6.05K 0.53% 26
2022
Q4 		$516K Buy
3,970
+2,200
+124% +$314K 0.49% 33
2022
Q3 		$245K Buy
1,770
+270
+18% +$42.4K 0.22% 60
2022
Q2 		$205K Hold
1,500
– – 0.2% 65
2022
Q1 		$262K Hold
1,500
– – 0.22% 56
2021
Q4 		$266K Buy
+1,500
New +$237K 0.23% 58

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

Straight Path Wealth Management's AAPL Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $14.3K and leaving 3,830 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #39.

Straight Path Wealth Management 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.

  • Straight Path Wealth Management held 3,830 shares of Apple worth $1.11M as of Q2 2026.
  • Straight Path Wealth Management sold 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 0.26% of Straight Path Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Straight Path Wealth Management 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 Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.