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Talisman Wealth Advisors’s Apple AAPL Stock Holding History

Talisman Wealth Advisors’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 		$4.32M Sell
14,919
-13
-0.1% -$3.72K 3.21% 6
2026
Q1 		$3.79M Sell
14,932
-11
-0.1% -$2.86K 3.05% 7
2025
Q4 		$4.07M Sell
14,943
-1,027
-6% -$276K 3.17% 7
2025
Q3 		$4.07M Buy
15,970
+51
+0.3% +$11.5K 3.37% 6
2025
Q2 		$3.27M Buy
15,919
+2,652
+20% +$536K 2.98% 7
2025
Q1 		$2.95M Buy
13,267
+576
+5% +$133K 3.03% 6
2024
Q4 		$3.18M Sell
12,691
-206
-2% -$48.5K 3.37% 5
2024
Q3 		$2.95M Buy
12,897
+7
+0.1% +$1.56K 3.11% 6
2024
Q2 		$2.71M Buy
12,890
+721
+6% +$134K 3.14% 7
2024
Q1 		$2.09M Buy
12,169
+161
+1% +$29.3K 2.62% 10
2023
Q4 		$2.31M Buy
12,008
+1,841
+18% +$340K 3.43% 6
2023
Q3 		$1.74M Sell
10,167
-24
-0.2% -$4.4K 3.01% 7
2023
Q2 		$1.98M Sell
10,191
-4,114
-29% -$717K 3.37% 5
2023
Q1 		$2.36M Buy
14,305
+2,376
+20% +$351K 4.26% 2
2022
Q4 		$1.55M Buy
+11,929
New +$1.7M 3.3% 4

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

Talisman Wealth Advisors's AAPL Position: Q2 2026 in Review

Talisman Wealth Advisors reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $3.72K and leaving 14,919 shares worth $4.32M. The position accounts for 3.21% of the portfolio, ranked #6.

Talisman Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Talisman Wealth Advisors held 14,919 shares of Apple worth $4.32M as of Q2 2026.
  • Talisman Wealth Advisors sold 13 Apple shares in Q2 2026, an estimated $3.72K.
  • Apple made up 3.21% of Talisman Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Talisman Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.