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Torrey-Payne Wealth Management’s Apple AAPL Stock Holding History

Torrey-Payne 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 		$7.42M Buy
25,656
+35
+0.1% +$10K 6.11% 8
2026
Q1 		$6.5M Sell
25,621
-20
-0.1% -$5.21K 5.96% 7
2025
Q4 		$6.55M Buy
+25,641
New +$6.88M 5.87% 8

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

Torrey-Payne Wealth Management's AAPL Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its Apple (AAPL) stake by 0.14% in Q2 2026, buying an estimated $10K and bringing the position to 25,656 shares worth $7.42M. The position accounts for 6.11% of the portfolio, ranked #8.

Torrey-Payne Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Torrey-Payne Wealth Management held 25,656 shares of Apple worth $7.42M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 35 Apple shares in Q2 2026, an estimated $10K.
  • Apple made up 6.11% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Torrey-Payne Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.