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ViaWealth’s Apple AAPL Stock Holding History

ViaWealth’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 		$5.14M Sell
17,748
-166
-0.9% -$47.5K 2.58% 6
2026
Q1 		$4.55M Buy
17,914
+341
+2% +$88.7K 2.53% 6
2025
Q4 		$4.78M Buy
17,573
+98
+0.6% +$26.3K 2.69% 6
2025
Q3 		$4.45M Buy
17,475
+1,097
+7% +$248K 2.43% 8
2025
Q2 		$3.36M Sell
16,378
-1,333
-8% -$269K 1.99% 9
2025
Q1 		$3.93M Sell
17,711
-349
-2% -$80.9K 2.43% 9
2024
Q4 		$4.52M Sell
18,060
-229
-1% -$54K 2.73% 8
2024
Q3 		$4.26M Buy
18,289
+650
+4% +$145K 2.48% 8
2024
Q2 		$3.72M Sell
17,639
-200
-1% -$37.3K 2.3% 7
2024
Q1 		$3.06M Sell
17,839
-1,089
-6% -$198K 1.91% 10
2023
Q4 		$3.64M Sell
18,928
-730
-4% -$135K 2.51% 6
2023
Q3 		$3.37M Sell
19,658
-566
-3% -$104K 2.47% 6
2023
Q2 		$3.92M Sell
20,224
-231
-1% -$40.3K 2.93% 5
2023
Q1 		$3.37M Buy
20,455
+56
+0.3% +$8.26K 2.67% 5
2022
Q4 		$2.65M Buy
+20,399
New +$2.92M 2.18% 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

ViaWealth's AAPL Position: Q2 2026 in Review

ViaWealth reduced its Apple (AAPL) stake by 0.93% in Q2 2026, selling an estimated $47.5K and leaving 17,748 shares worth $5.14M. The position accounts for 2.58% of the portfolio, ranked #6.

ViaWealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ViaWealth held 17,748 shares of Apple worth $5.14M as of Q2 2026.
  • ViaWealth sold 166 Apple shares in Q2 2026, an estimated $47.5K.
  • Apple made up 2.58% of ViaWealth's portfolio in Q2 2026, its #6 holding.
  • ViaWealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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