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 Q1	–	Sell	-327	Closed	-$328	–	42
2025 Q4	$328	Buy	+327	New	+$87.8K	﹤0.01%	43

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.