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Visionary Wealth Advisors’s Apple AAPL Stock Holding History

Visionary Wealth 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 		$117M Buy
403,814
+2,570
+0.6% +$735K 4.61% 1
2026
Q1 		$102M Buy
401,244
+2,738
+0.7% +$713K 4.51% 1
2025
Q4 		$108M Sell
398,506
-10,791
-3% -$2.9M 4.88% 1
2025
Q3 		$104M Buy
409,297
+2,571
+0.6% +$581K 4.86% 1
2025
Q2 		$83.4M Buy
406,726
+189,178
+87% +$38.2M 4.26% 1
2025
Q1 		$48.3M Buy
217,548
+726
+0.3% +$168K 2.9% 2
2024
Q4 		$54.3M Sell
216,822
-1,704
-0.8% -$402K 3.18% 1
2024
Q3 		$50.9M Sell
218,526
-3,710
-2% -$829K 3.1% 2
2024
Q2 		$46.8M Buy
222,236
+16,073
+8% +$3M 3.06% 2
2024
Q1 		$35.4M Sell
206,163
-517
-0.3% -$94K 2.39% 4
2023
Q4 		$39.8M Sell
206,680
-3
-0% -$554 2.92% 2
2023
Q3 		$35.4M Sell
206,683
-4,313
-2% -$791K 2.87% 3
2023
Q2 		$40.9M Sell
210,996
-3,601
-2% -$627K 3.28% 2
2023
Q1 		$35.4M Buy
214,597
+2,889
+1% +$426K 3% 3
2022
Q4 		$27.5M Buy
211,708
+1,254
+0.6% +$179K 2.54% 3
2022
Q3 		$29.1M Sell
210,454
-294
-0.1% -$46.1K 3.02% 3
2022
Q2 		$28.8M Buy
210,748
+20,380
+11% +$3.09M 2.59% 4
2022
Q1 		$33.2M Buy
190,368
+2,762
+1% +$464K 2.67% 4
2021
Q4 		$33.3M Buy
+187,606
New +$29.6M 2.73% 5
2021
Q3 		– Sell
-184,673
Closed -$25.3M – 312
2021
Q2 		$25.3M Buy
184,673
+1,746
+1% +$226K 2.54% 6
2021
Q1 		$22.3M Sell
182,927
-3,467
-2% -$445K 2.35% 6
2020
Q4 		$24.7M Buy
+186,394
New +$22.4M 2.77% 5
2020
Q3 		– Sell
-207,236
Closed -$18.9M – 252
2020
Q2 		$18.9M Buy
207,236
+7,616
+4% +$590K 2.88% 6
2020
Q1 		$12.7M Buy
199,620
+11,968
+6% +$880K 2.39% 7
2019
Q4 		$13.8M Buy
+187,652
New +$12.1M 2.47% 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

Visionary Wealth Advisors's AAPL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Apple (AAPL) stake by 0.64% in Q2 2026, buying an estimated $735K and bringing the position to 403,814 shares worth $117M. The position accounts for 4.61% of the portfolio, ranked #1.

Visionary Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Visionary Wealth Advisors held 403,814 shares of Apple worth $117M as of Q2 2026.
  • Visionary Wealth Advisors bought 2,570 Apple shares in Q2 2026, an estimated $735K.
  • Apple made up 4.61% of Visionary Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Visionary Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.