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Vericrest Private Wealth’s Apple AAPL Stock Holding History

Vericrest Private 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 		$1.36M Sell
4,695
-19,575
-81% -$5.6M 1.21% 19
2026
Q1 		$6.16M Sell
24,270
-210
-0.9% -$54.7K 5.52% 4
2025
Q4 		$6.66M Buy
+24,480
New +$6.57M 5.91% 4
2022
Q2 		$3.97M Buy
29,058
+364
+1% +$55.1K 4.87% 4
2022
Q1 		$5.01M Sell
28,694
-476
-2% -$80K 5.21% 4
2021
Q4 		$5.18M Buy
+29,170
New +$4.61M 4.8% 4

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

Vericrest Private Wealth's AAPL Position: Q2 2026 in Review

Vericrest Private Wealth reduced its Apple (AAPL) stake by 81% in Q2 2026, selling an estimated $5.6M and leaving 4,695 shares worth $1.36M. The position accounts for 1.21% of the portfolio, ranked #19.

Vericrest Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 6 quarters since. The position peaked at $6.66M in Q4 2025. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vericrest Private Wealth held 4,695 shares of Apple worth $1.36M as of Q2 2026.
  • Vericrest Private Wealth sold 19,575 Apple shares in Q2 2026, an estimated $5.6M.
  • Apple made up 1.21% of Vericrest Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Vericrest Private Wealth first reported a position in Apple in Q4 2021 and has held it in 6 quarters since.
  • Vericrest Private Wealth's Apple position peaked at $6.66M in Q4 2025.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.