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Twin Peaks Wealth Advisors’s Apple AAPL Stock Holding History

Twin Peaks 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 		$20M Sell
68,986
-5,595
-8% -$1.6M 4.52% 2
2026
Q1 		$18.9M Buy
74,581
+4,404
+6% +$1.15M 4.77% 1
2025
Q4 		$19.3M Buy
70,177
+3,824
+6% +$1.03M 5.62% 1
2025
Q3 		$16.9M Buy
66,353
+4,015
+6% +$907K 5.77% 1
2025
Q2 		$14.3M Sell
62,338
-1,153
-2% -$233K 4.64% 1
2025
Q1 		$12.8M Sell
63,491
-2,072
-3% -$480K 5.85% 1
2024
Q4 		$16.4M Buy
65,563
+6,101
+10% +$1.44M 6.93% 1
2024
Q3 		$13.9M Sell
59,462
-1,888
-3% -$422K 6.39% 1
2024
Q2 		$12.9M Buy
61,350
+4,355
+8% +$812K 6.45% 1
2024
Q1 		$9.77M Sell
56,995
-4,899
-8% -$891K 5.43% 2
2023
Q4 		$11.9M Buy
+61,894
New +$11.4M 7.61% 1

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

Twin Peaks Wealth Advisors's AAPL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Apple (AAPL) stake by 7.5% in Q2 2026, selling an estimated $1.6M and leaving 68,986 shares worth $20M. The position accounts for 4.52% of the portfolio, ranked #2.

Twin Peaks Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Twin Peaks Wealth Advisors held 68,986 shares of Apple worth $20M as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 5,595 Apple shares in Q2 2026, an estimated $1.6M.
  • Apple made up 4.52% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Twin Peaks Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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