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VestGen Advisors’s Apple AAPL Stock Holding History

VestGen Advisors’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 		$90M Sell
310,981
-12,745
-4% -$3.65M 2.62% 3
2026
Q1 		$95.4M Buy
323,726
+43,818
+16% +$11.4M 2.54% 6
2025
Q4 		$76.1M Sell
279,908
-28,930
-9% -$7.77M 3.24% 1
2025
Q3 		$78.6M Buy
308,838
+101,948
+49% +$23M 2.62% 5
2025
Q2 		$42.3M Sell
206,890
-1,181
-0.6% -$239K 1.69% 8
2025
Q1 		$46.2M Buy
+208,071
New +$48.2M 2.1% 7

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

VestGen Advisors's AAPL Position: Q2 2026 in Review

VestGen Advisors reduced its Apple (AAPL) stake by 3.9% in Q2 2026, selling an estimated $3.65M and leaving 310,981 shares worth $90M. The position accounts for 2.62% of the portfolio, ranked #3.

VestGen Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $95.4M in Q1 2026. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • VestGen Advisors held 310,981 shares of Apple worth $90M as of Q2 2026.
  • VestGen Advisors sold 12,745 Apple shares in Q2 2026, an estimated $3.65M.
  • Apple made up 2.62% of VestGen Advisors's portfolio in Q2 2026, its #3 holding.
  • VestGen Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Apple position peaked at $95.4M in Q1 2026.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.