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VanWeelden Wealth Management’s Apple AAPL Stock Holding History

VanWeelden Wealth Management’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 		$257K Sell
888
-825
-48% -$236K 0.19% 16
2026
Q1 		$435K Hold
1,713
– – 0.35% 26
2025
Q4 		$466K Sell
1,713
-181
-10% -$48.6K 0.37% 16
2025
Q3 		$482K Buy
+1,894
New +$428K 0.4% 13
2025
Q1 		$299K Buy
1,344
+267
+25% +$61.9K 0.27% 13
2024
Q4 		$270K Buy
+1,077
New +$254K 0.24% 17
2024
Q2 		$521K Buy
+2,539
New +$473K 0.45% 13

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

VanWeelden Wealth Management's AAPL Position: Q2 2026 in Review

VanWeelden Wealth Management reduced its Apple (AAPL) stake by 48% in Q2 2026, selling an estimated $236K and leaving 888 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #16.

VanWeelden Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 7 quarters since. The position peaked at $521K in Q2 2024. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • VanWeelden Wealth Management held 888 shares of Apple worth $257K as of Q2 2026.
  • VanWeelden Wealth Management sold 825 Apple shares in Q2 2026, an estimated $236K.
  • Apple made up 0.19% of VanWeelden Wealth Management's portfolio in Q2 2026, its #16 holding.
  • VanWeelden Wealth Management first reported a position in Apple in Q2 2024 and has held it in 7 quarters since.
  • VanWeelden Wealth Management's Apple position peaked at $521K in Q2 2024.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.