TWP
AAPL icon

Tower Wealth Partners’s Apple AAPL Stock Holding History

Tower Wealth Partners’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 		$3.22M Sell
11,115
-287
-3% -$82.1K 1.59% 13
2026
Q1 		$2.89M Buy
11,402
+153
+1% +$39.8K 1.6% 12
2025
Q4 		$3.06M Buy
11,249
+142
+1% +$38.1K 1.68% 11
2025
Q3 		$2.83M Buy
11,107
+570
+5% +$129K 1.55% 11
2025
Q2 		$2.16M Buy
10,537
+456
+5% +$92.1K 1.28% 13
2025
Q1 		$2.24M Buy
10,081
+995
+11% +$231K 1.2% 15
2024
Q4 		$2.28M Sell
9,086
-2,371
-21% -$559K 1.19% 14
2024
Q3 		$2.67M Sell
11,457
-218
-2% -$48.7K 1.55% 12
2024
Q2 		$2.46M Buy
11,675
+954
+9% +$178K 1.52% 12
2024
Q1 		$1.84M Buy
10,721
+1,469
+16% +$267K 1.19% 17
2023
Q4 		$1.78M Sell
9,252
-2,605
-22% -$481K 1.26% 15
2023
Q3 		$2.03M Buy
11,857
+78
+0.7% +$14.3K 1.67% 12
2023
Q2 		$2.28M Buy
11,779
+323
+3% +$56.3K 1.83% 12
2023
Q1 		$1.89M Sell
11,456
-520
-4% -$76.7K 1.58% 11
2022
Q4 		$1.56M Sell
11,976
-33
-0.3% -$4.72K 1.36% 14
2022
Q3 		$1.84M Sell
12,009
-1,109
-8% -$174K 1.75% 10
2022
Q2 		$1.79M Buy
13,118
+289
+2% +$43.8K 2.38% 8
2022
Q1 		$2.24M Sell
12,829
-839
-6% -$141K 2.43% 8
2021
Q4 		$2.43M Sell
13,668
-585
-4% -$92.5K 2.46% 8
2021
Q3 		$2.02M Buy
14,253
+182
+1% +$26.8K 2.13% 8
2021
Q2 		$1.93M Sell
14,071
-410
-3% -$53.1K 2.12% 9
2021
Q1 		$1.77M Buy
14,481
+541
+4% +$69.4K 2.28% 9
2020
Q4 		$1.85M Buy
+13,940
New +$1.68M 2.12% 10

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

Tower Wealth Partners's AAPL Position: Q2 2026 in Review

Tower Wealth Partners reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $82.1K and leaving 11,115 shares worth $3.22M. The position accounts for 1.59% of the portfolio, ranked #13.

Tower Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tower Wealth Partners held 11,115 shares of Apple worth $3.22M as of Q2 2026.
  • Tower Wealth Partners sold 287 Apple shares in Q2 2026, an estimated $82.1K.
  • Apple made up 1.59% of Tower Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Tower Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.