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Veridan Wealth’s Apple AAPL Stock Holding History

Veridan 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 		$2.05M Sell
7,083
-352
-5% -$101K 0.7% 37
2026
Q1 		$1.89M Buy
7,435
+784
+12% +$204K 0.7% 37
2025
Q4 		$1.81M Sell
6,651
-123
-2% -$33K 0.61% 36
2025
Q3 		$1.72M Buy
+6,774
New +$1.53M 0.59% 38
2025
Q1 		$1.63M Buy
7,342
+1,034
+16% +$240K 0.74% 34
2024
Q4 		$1.44M Buy
+6,308
New +$1.49M 0.67% 37
2024
Q2 		$1.41M Buy
+6,873
New +$1.28M 0.57% 39

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

Veridan Wealth's AAPL Position: Q2 2026 in Review

Veridan Wealth reduced its Apple (AAPL) stake by 4.7% in Q2 2026, selling an estimated $101K and leaving 7,083 shares worth $2.05M. The position accounts for 0.7% of the portfolio, ranked #37.

Veridan Wealth first reported a position in AAPL in Q2 2024 and has held it in 7 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Veridan Wealth held 7,083 shares of Apple worth $2.05M as of Q2 2026.
  • Veridan Wealth sold 352 Apple shares in Q2 2026, an estimated $101K.
  • Apple made up 0.7% of Veridan Wealth's portfolio in Q2 2026, its #37 holding.
  • Veridan Wealth first reported a position in Apple in Q2 2024 and has held it in 7 quarters since.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.