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Thrive Wealth Management’s Apple AAPL Stock Holding History

Thrive 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 		$16.8M Buy
58,074
+1,104
+2% +$316K 2.13% 5
2026
Q1 		$14.5M Buy
56,970
+581
+1% +$151K 2.16% 4
2025
Q4 		$15.3M Sell
56,389
-1,196
-2% -$321K 2.25% 4
2025
Q3 		$14.7M Buy
57,585
+1,024
+2% +$231K 2.21% 5
2025
Q2 		$11.6M Buy
56,561
+725
+1% +$146K 1.87% 7
2025
Q1 		$12.4M Sell
55,836
-1,609
-3% -$373K 2.37% 4
2024
Q4 		$14.4M Buy
57,445
+8,565
+18% +$2.02M 2.59% 4
2024
Q3 		$11.4M Sell
48,880
-661
-1% -$148K 2.09% 6
2024
Q2 		$10.4M Buy
49,541
+5,872
+13% +$1.1M 2.04% 7
2024
Q1 		$7.49M Buy
43,669
+563
+1% +$102K 1.55% 9
2023
Q4 		$8.3M Sell
43,106
-696
-2% -$129K 1.85% 7
2023
Q3 		$7.5M Sell
43,802
-735
-2% -$135K 1.99% 6
2023
Q2 		$8.64M Buy
44,537
+1,542
+4% +$269K 2.24% 6
2023
Q1 		$7.09M Sell
42,995
-1,095
-2% -$162K 1.82% 10
2022
Q4 		$5.73M Sell
44,090
-3,269
-7% -$467K 1.64% 11
2022
Q3 		$6.54M Buy
47,359
+1,847
+4% +$290K 2.29% 5
2022
Q2 		$6.22M Buy
45,512
+2,616
+6% +$396K 2.17% 7
2022
Q1 		$7.49M Buy
42,896
+1,292
+3% +$217K 2.21% 10
2021
Q4 		$7.39M Buy
+41,604
New +$6.57M 2.53% 7

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

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

Thrive Wealth Management increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $316K and bringing the position to 58,074 shares worth $16.8M. The position accounts for 2.13% of the portfolio, ranked #5.

Thrive Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Thrive Wealth Management held 58,074 shares of Apple worth $16.8M as of Q2 2026.
  • Thrive Wealth Management bought 1,104 Apple shares in Q2 2026, an estimated $316K.
  • Apple made up 2.13% of Thrive Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Thrive Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.