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Wagner Wealth Management (South Carolina)’s Apple AAPL Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$8.47M Sell
29,260
-423
-1% -$121K 1.57% 19
2026
Q1 		$7.53M Sell
29,683
-6
-0% -$1.56K 1.52% 19
2025
Q4 		$8.07M Buy
29,689
+3,127
+12% +$839K 1.72% 15
2025
Q3 		$6.76M Sell
26,562
-382
-1% -$86.3K 1.57% 18
2025
Q2 		$5.53M Buy
26,944
+1,240
+5% +$250K 1.26% 20
2025
Q1 		$5.71M Sell
25,704
-65
-0.3% -$15.1K 1.42% 19
2024
Q4 		$6.45M Buy
25,769
+687
+3% +$162K 1.66% 15
2024
Q3 		$5.84M Sell
25,082
-3,024
-11% -$675K 1.58% 16
2024
Q2 		$5.92M Buy
28,106
+1,135
+4% +$212K 1.77% 15
2024
Q1 		$4.62M Buy
26,971
+152
+0.6% +$27.6K 1.41% 19
2023
Q4 		$5.16M Sell
26,819
-7,093
-21% -$1.31M 1.73% 14
2023
Q3 		$5.81M Buy
33,912
+479
+1% +$87.8K 2.13% 12
2023
Q2 		$6.49M Sell
33,433
-99
-0.3% -$17.3K 2.48% 11
2023
Q1 		$5.53M Sell
33,532
-148
-0.4% -$21.8K 2.51% 8
2022
Q4 		$4.38M Buy
33,680
+821
+2% +$117K 2.71% 9
2022
Q3 		$4.54M Sell
32,859
-503
-2% -$78.9K 3.37% 5
2022
Q2 		$4.56M Buy
33,362
+1,222
+4% +$185K 3.63% 4
2022
Q1 		$5.61M Sell
32,140
-1,966
-6% -$331K 3.92% 3
2021
Q4 		$6.06M Buy
34,106
+415
+1% +$65.6K 4.63% 2
2021
Q3 		$5.05M Sell
33,691
-336
-1% -$49.5K 4.03% 1
2021
Q2 		$4.66M Buy
34,027
+298
+0.9% +$38.6K 3.34% 2
2021
Q1 		$4.12M Buy
33,729
+575
+2% +$73.8K 3.24% 5
2020
Q4 		$4.4M Buy
+33,154
New +$3.99M 4.18% 4
2018
Q3 		$3.26M Sell
57,736
-2,136
-4% -$111K 2.17% 9
2018
Q2 		$2.77M Buy
59,872
+132
+0.2% +$5.99K 2% 11
2018
Q1 		$2.51M Buy
59,740
+7,924
+15% +$341K 1.91% 11
2017
Q4 		$2.27M Buy
+51,816
New +$2.17M 1.7% 13

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

Wagner Wealth Management (South Carolina)'s AAPL Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $121K and leaving 29,260 shares worth $8.47M. The position accounts for 1.57% of the portfolio, ranked #19.

Wagner Wealth Management (South Carolina) first reported a position in AAPL in Q4 2017 and has held it in 27 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 29,260 shares of Apple worth $8.47M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 423 Apple shares in Q2 2026, an estimated $121K.
  • Apple made up 1.57% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #19 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Apple in Q4 2017 and has held it in 27 quarters since.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.