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Vermillion & White Wealth Management Group’s Apple AAPL Stock Holding History

Vermillion & White Wealth Management 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
Q2 		$2M Buy
6,899
+142
+2% +$40.6K 1.01% 14
2026
Q1 		$1.71M Buy
6,757
+195
+3% +$50.7K 0.99% 14
2025
Q4 		$1.72M Buy
6,562
+211
+3% +$56.6K 0.93% 14
2025
Q3 		$1.62M Buy
6,351
+496
+8% +$112K 0.92% 16
2025
Q2 		$1.2M Buy
5,855
+205
+4% +$41.4K 0.78% 18
2025
Q1 		$1.26M Buy
5,650
+2
+0% +$463 0.91% 16
2024
Q4 		$1.41M Buy
5,648
+7
+0.1% +$1.65K 1.04% 23
2024
Q3 		$1.31M Sell
5,641
-186
-3% -$41.5K 0.97% 22
2024
Q2 		$1.23M Buy
5,827
+3
+0.1% +$559 0.92% 23
2024
Q1 		$999K Sell
5,824
-18
-0.3% -$3.27K 0.8% 25
2023
Q4 		$1.12M Buy
+5,842
New +$1.08M 1.09% 21

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

Vermillion & White Wealth Management Group's AAPL Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Apple (AAPL) stake by 2.1% in Q2 2026, buying an estimated $40.6K and bringing the position to 6,899 shares worth $2M. The position accounts for 1.01% of the portfolio, ranked #14.

Vermillion & White Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vermillion & White Wealth Management Group held 6,899 shares of Apple worth $2M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 142 Apple shares in Q2 2026, an estimated $40.6K.
  • Apple made up 1.01% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #14 holding.
  • Vermillion & White Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.