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Tanager Wealth Management’s Apple AAPL Stock Holding History

Tanager 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 		$19.5M Sell
67,484
-11,999
-15% -$3.43M 1.7% 17
2026
Q1 		$20.2M Buy
79,483
+1,892
+2% +$492K 1.95% 15
2025
Q4 		$21.1M Sell
77,591
-2,521
-3% -$677K 2.11% 13
2025
Q3 		$20.4M Buy
80,112
+7,881
+11% +$1.78M 2.14% 15
2025
Q2 		$14.8M Sell
72,231
-1,579
-2% -$319K 1.75% 16
2025
Q1 		$16.4M Sell
73,810
-3,601
-5% -$834K 2.13% 16
2024
Q4 		$19.4M Sell
77,411
-13,231
-15% -$3.12M 2.52% 13
2024
Q3 		$21.1M Buy
90,642
+266
+0.3% +$59.4K 2.84% 12
2024
Q2 		$19M Buy
90,376
+1,162
+1% +$217K 2.83% 13
2024
Q1 		$15.3M Buy
89,214
+2,560
+3% +$465K 2.47% 13
2023
Q4 		$16.7M Sell
86,654
-9,555
-10% -$1.76M 3.03% 10
2023
Q3 		$16.5M Buy
96,209
+10,352
+12% +$1.9M 3.42% 7
2023
Q2 		$16.7M Buy
85,857
+12,632
+17% +$2.2M 3.6% 7
2023
Q1 		$12.1M Sell
73,225
-6,747
-8% -$996K 2.86% 10
2022
Q4 		$10.4M Buy
79,972
+10,075
+14% +$1.44M 2.8% 12
2022
Q3 		$9.66M Buy
69,897
+16,374
+31% +$2.57M 7.65% 4
2022
Q2 		$7.32M Sell
53,523
-6,807
-11% -$1.03M 6.04% 5
2022
Q1 		$10.5M Buy
60,330
+187
+0.3% +$31.4K 7.94% 5
2021
Q4 		$10.7M Buy
+60,143
New +$9.5M 8.06% 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

Tanager Wealth Management's AAPL Position: Q2 2026 in Review

Tanager Wealth Management reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $3.43M and leaving 67,484 shares worth $19.5M. The position accounts for 1.7% of the portfolio, ranked #17.

Tanager Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.1M in Q3 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tanager Wealth Management held 67,484 shares of Apple worth $19.5M as of Q2 2026.
  • Tanager Wealth Management sold 11,999 Apple shares in Q2 2026, an estimated $3.43M.
  • Apple made up 1.7% of Tanager Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Tanager Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Apple position peaked at $21.1M in Q3 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.