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U.S. Wealth Group’s Apple AAPL Stock Holding History

U.S. Wealth Group’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 		$7.86M Sell
27,148
-932
-3% -$267K 4.7% 5
2026
Q1 		$7.13M Sell
28,080
-166
-0.6% -$43.2K 4.82% 7
2025
Q4 		$7.68M Sell
28,246
-182
-0.6% -$48.9K 5.06% 6
2025
Q3 		$7.24M Buy
28,428
+2,921
+11% +$660K 4.73% 6
2025
Q2 		$5.23M Sell
25,507
-1,410
-5% -$285K 4.08% 8
2025
Q1 		$5.98M Sell
26,917
-1,428
-5% -$331K 4.74% 5
2024
Q4 		$7.1M Buy
+28,345
New +$6.68M 5.37% 5

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

U.S. Wealth Group's AAPL Position: Q2 2026 in Review

U.S. Wealth Group reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $267K and leaving 27,148 shares worth $7.86M. The position accounts for 4.7% of the portfolio, ranked #5.

U.S. Wealth Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • U.S. Wealth Group held 27,148 shares of Apple worth $7.86M as of Q2 2026.
  • U.S. Wealth Group sold 932 Apple shares in Q2 2026, an estimated $267K.
  • Apple made up 4.7% of U.S. Wealth Group's portfolio in Q2 2026, its #5 holding.
  • U.S. Wealth Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.