Tidemark’s Apple AAPL Stock Holding History

Tidemark’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
2025 Q2	–	Sell	-12	Closed	-$3.26K	–	698
2025 Q1	$3.26K	Buy	+12	New	+$2.78K	﹤0.01%	581
2024 Q4	–	Sell	-11	Closed	-$23.9K	–	622
2024 Q3	$23.9K	Sell	11 -1	-8%	-$223	0.01%	311
2024 Q2	$13.7K	Buy	+12	New	+$2.24K	0.01%	372

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

Tidemark's AAPL Position: Q2 2026 in Review

Tidemark increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $184K and bringing the position to 17,803 shares worth $5.15M. The position accounts for 1.16% of the portfolio, ranked #25.

Tidemark first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Tidemark held 17,803 shares of Apple worth $5.15M as of Q2 2026.
Tidemark bought 642 Apple shares in Q2 2026, an estimated $184K.
Apple made up 1.16% of Tidemark's portfolio in Q2 2026, its #25 holding.
Tidemark first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.