Topel & Distasi Wealth Management’s Apple AAPL Stock Holding History

Topel & Distasi 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	$731K	Sell	2,525 -1,192	-32%	-$341K	0.35%	37
2026 Q1	$943K	Sell	3,717 -326	-8%	-$84.8K	0.49%	34
2025 Q4	$1.1M	Hold	4,043	–	–	0.54%	36
2025 Q3	$1.03M	Hold	4,043	–	–	0.51%	36
2025 Q2	$830K	Hold	4,043	–	–	0.43%	38
2025 Q1	$898K	Sell	4,043 -630	-13%	-$146K	0.42%	46
2024 Q4	$1.17M	Hold	4,673	–	–	0.5%	41
2024 Q3	$1.09M	Buy	4,673 +655	+16%	+$146K	0.45%	46
2024 Q2	$846K	Hold	4,018	–	–	0.37%	51
2024 Q1	$689K	Sell	4,018 -657	-14%	-$119K	0.3%	53
2023 Q4	$900K	Sell	4,675 -105	-2%	-$19.4K	0.43%	48
2023 Q3	$818K	Sell	4,780 -208	-4%	-$38.1K	0.43%	47
2023 Q2	$968K	Sell	4,988 -1,273	-20%	-$222K	0.49%	44
2023 Q1	$1.03M	Buy	6,261 +1,307	+26%	+$193K	0.54%	41
2022 Q4	$644K	Hold	4,954	–	–	0.36%	47
2022 Q3	$735K	Sell	4,954 -96	-2%	-$15.1K	0.41%	50
2022 Q2	$690K	Hold	5,050	–	–	0.4%	50
2022 Q1	$882K	Sell	5,050 -645	-11%	-$108K	0.37%	53
2021 Q4	$1.01M	Buy	+5,695	New	+$900K	0.41%	49

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

Topel & Distasi Wealth Management's AAPL Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Apple (AAPL) stake by 32% in Q2 2026, selling an estimated $341K and leaving 2,525 shares worth $731K. The position accounts for 0.35% of the portfolio, ranked #37.

Topel & Distasi Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Topel & Distasi Wealth Management held 2,525 shares of Apple worth $731K as of Q2 2026.
Topel & Distasi Wealth Management sold 1,192 Apple shares in Q2 2026, an estimated $341K.
Apple made up 0.35% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #37 holding.
Topel & Distasi Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
Topel & Distasi Wealth Management's Apple position peaked at $1.17M in Q4 2024.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.