TWA
AAPL icon

Tandem Wealth Advisors’s Apple AAPL Stock Holding History

Tandem 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 		$1.81M Buy
6,249
+276
+5% +$78.9K 0.72% 18
2026
Q1 		$1.52M Buy
5,973
+300
+5% +$78.1K 0.68% 16
2025
Q4 		$1.54M Buy
5,673
+206
+4% +$55.3K 0.69% 15
2025
Q3 		$1.39M Sell
5,467
-729
-12% -$165K 0.66% 15
2025
Q2 		$1.27M Buy
6,196
+516
+9% +$104K 0.63% 17
2025
Q1 		$1.26M Buy
5,680
+919
+19% +$213K 0.66% 17
2024
Q4 		$1.19M Buy
4,761
+172
+4% +$40.5K 0.61% 19
2024
Q3 		$1.07M Buy
4,589
+6
+0.1% +$1.34K 0.54% 17
2024
Q2 		$965K Hold
4,583
– – 0.52% 17
2024
Q1 		$786K Buy
4,583
+31
+0.7% +$5.64K 0.43% 17
2023
Q4 		$876K Sell
4,552
-18
-0.4% -$3.32K 0.51% 17
2023
Q3 		$782K Sell
4,570
-145
-3% -$26.6K 0.48% 16
2023
Q2 		$915K Sell
4,715
-208
-4% -$36.2K 0.55% 16
2023
Q1 		$812K Sell
4,923
-1,440
-23% -$212K 0.51% 16
2022
Q4 		$827K Buy
+6,363
New +$909K 0.53% 20

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

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

Tandem Wealth Advisors increased its Apple (AAPL) stake by 4.6% in Q2 2026, buying an estimated $78.9K and bringing the position to 6,249 shares worth $1.81M. The position accounts for 0.72% of the portfolio, ranked #18.

Tandem Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tandem Wealth Advisors held 6,249 shares of Apple worth $1.81M as of Q2 2026.
  • Tandem Wealth Advisors bought 276 Apple shares in Q2 2026, an estimated $78.9K.
  • Apple made up 0.72% of Tandem Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Tandem Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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