Tanglewood Wealth Management’s Apple AAPL Stock Holding History

Tanglewood 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	$625K	Hold	2,160	–	–	0.05%	30
2026 Q1	$548K	Sell	2,160 -571	-21%	-$149K	0.05%	29
2025 Q4	$742K	Hold	2,731	–	–	0.07%	26
2025 Q3	$695K	Hold	2,731	–	–	0.06%	29
2025 Q2	$560K	Sell	2,731 -325	-11%	-$65.6K	0.06%	31
2025 Q1	$679K	Hold	3,056	–	–	0.08%	27
2024 Q4	$765K	Buy	3,056 +663	+28%	+$156K	0.09%	24
2024 Q3	$558K	Sell	2,393 -2,509	-51%	-$560K	0.06%	26
2024 Q2	$1.03M	Buy	4,902 +2,510	+105%	+$468K	0.13%	20
2024 Q1	$410K	Hold	2,392	–	–	0.05%	26
2023 Q4	$460K	Buy	+2,392	New	+$442K	0.06%	24
2023 Q3	–	Sell	-1,699	Closed	-$330K	–	24
2023 Q2	$330K	Buy	1,699 +1	+0.1%	+$174	0.05%	25
2023 Q1	$280K	Hold	1,698	–	–	0.04%	31
2022 Q4	$221K	Buy	1,698 +1	+0.1%	+$143	0.03%	32
2022 Q3	$235K	Hold	1,697	–	–	0.04%	29
2022 Q2	$232K	Buy	1,697 +1	+0.1%	+$151	0.03%	29
2022 Q1	$296K	Hold	1,696	–	–	0.04%	28
2021 Q4	$301K	Buy	+1,696	New	+$268K	0.05%	23

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Tanglewood Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 2,160 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #30.

Tanglewood Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Tanglewood Wealth Management held 2,160 shares of Apple worth $625K as of Q2 2026.
Tanglewood Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.05% of Tanglewood Wealth Management's portfolio in Q2 2026, its #30 holding.
Tanglewood Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Tanglewood Wealth Management's Apple position peaked at $1.03M in Q2 2024.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.