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Tulsa Wealth Advisors’s Apple AAPL Stock Holding History

Tulsa Wealth Advisors’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 		$16.9M Buy
58,325
+4,626
+9% +$1.32M 2.38% 13
2026
Q1 		$13.6M Sell
53,699
-31,595
-37% -$8.22M 2.39% 10
2025
Q4 		$23.2M Buy
+85,294
New +$22.9M 7.71% 2

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

Tulsa Wealth Advisors's AAPL Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Apple (AAPL) stake by 8.6% in Q2 2026, buying an estimated $1.32M and bringing the position to 58,325 shares worth $16.9M. The position accounts for 2.38% of the portfolio, ranked #13.

Tulsa Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.2M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tulsa Wealth Advisors held 58,325 shares of Apple worth $16.9M as of Q2 2026.
  • Tulsa Wealth Advisors bought 4,626 Apple shares in Q2 2026, an estimated $1.32M.
  • Apple made up 2.38% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Tulsa Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Apple position peaked at $23.2M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.