Talon Private Wealth
AAPL icon

Talon Private Wealth’s Apple AAPL Stock Holding History

Talon Private Wealth’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 		$7.11M Buy
24,561
+2,543
+12% +$727K 0.83% 30
2026
Q1 		$5.59M Buy
+22,018
New +$5.73M 0.74% 29
2025
Q2 		$5.21M Sell
25,405
-34,934
-58% -$7.05M 0.72% 22
2025
Q1 		$13.4M Buy
60,339
+59,933
+14,762% +$13.9M 1.8% 15
2024
Q4 		$102K Sell
406
-384
-49% -$90.5K 0.02% 136
2024
Q3 		$184K Buy
+790
New +$176K 0.04% 88

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 $3.38T AUM 44.17% 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

Talon Private Wealth's AAPL Position: Q2 2026 in Review

Talon Private Wealth increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $727K and bringing the position to 24,561 shares worth $7.11M. The position accounts for 0.83% of the portfolio, ranked #30.

Talon Private Wealth first reported a position in AAPL in Q3 2024 and has held it in 6 quarters since. The position peaked at $13.4M in Q1 2025. 6,164 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Talon Private Wealth held 24,561 shares of Apple worth $7.11M as of Q2 2026.
  • Talon Private Wealth bought 2,543 Apple shares in Q2 2026, an estimated $727K.
  • Apple made up 0.83% of Talon Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Talon Private Wealth first reported a position in Apple in Q3 2024 and has held it in 6 quarters since.
  • Talon Private Wealth's Apple position peaked at $13.4M in Q1 2025.
  • 6,164 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.