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Vance Wealth’s Apple AAPL Stock Holding History

Vance Wealth’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 		$12.9M Buy
44,750
+595
+1% +$170K 2.92% 5
2026
Q1 		$11.2M Buy
44,155
+2,228
+5% +$580K 3.24% 5
2025
Q4 		$11.4M Sell
41,927
-731
-2% -$196K 3.39% 5
2025
Q3 		$10.9M Buy
42,658
+4,010
+10% +$906K 3.34% 5
2025
Q2 		$7.93M Buy
38,648
+921
+2% +$186K 2.67% 7
2025
Q1 		$8.38M Buy
37,727
+522
+1% +$121K 3.15% 5
2024
Q4 		$9.32M Sell
37,205
-2,385
-6% -$562K 3.6% 5
2024
Q3 		$9.22M Sell
39,590
-212
-0.5% -$47.3K 3.49% 5
2024
Q2 		$8.38M Sell
39,802
-479
-1% -$89.3K 3.44% 5
2024
Q1 		$6.91M Buy
40,281
+196
+0.5% +$35.6K 2.75% 7
2023
Q4 		$7.72M Sell
40,085
-127
-0.3% -$23.4K 3.35% 6
2023
Q3 		$6.88M Buy
40,212
+299
+0.7% +$54.8K 3.22% 6
2023
Q2 		$7.74M Sell
39,913
-2,971
-7% -$518K 3.52% 8
2023
Q1 		$7.07M Buy
42,884
+7,255
+20% +$1.07M 3.8% 6
2022
Q4 		$4.63M Buy
35,629
+1
+0% +$143 2.89% 9
2022
Q3 		$4.92M Buy
35,628
+222
+0.6% +$34.8K 3.78% 5
2022
Q2 		$4.84M Sell
35,406
-173
-0.5% -$26.2K 3.74% 5
2022
Q1 		$6.21M Buy
35,579
+4,586
+15% +$771K 7.86% 4
2021
Q4 		$5.5M Buy
+30,993
New +$4.9M 5.4% 6

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

Vance Wealth's AAPL Position: Q2 2026 in Review

Vance Wealth increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $170K and bringing the position to 44,750 shares worth $12.9M. The position accounts for 2.92% of the portfolio, ranked #5.

Vance Wealth first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vance Wealth held 44,750 shares of Apple worth $12.9M as of Q2 2026.
  • Vance Wealth bought 595 Apple shares in Q2 2026, an estimated $170K.
  • Apple made up 2.92% of Vance Wealth's portfolio in Q2 2026, its #5 holding.
  • Vance Wealth first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.