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Walkner Condon Financial Advisors’s Apple AAPL Stock Holding History

Walkner Condon Financial 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 		$20.8M Buy
71,768
+8,286
+13% +$2.37M 2.38% 8
2026
Q1 		$16.1M Buy
63,482
+3,305
+5% +$860K 2.12% 11
2025
Q4 		$16.4M Sell
60,177
-409
-0.7% -$110K 2.27% 9
2025
Q3 		$15.4M Buy
60,586
+1,199
+2% +$271K 2.44% 7
2025
Q2 		$12.2M Sell
59,387
-266
-0.4% -$53.7K 2.24% 9
2025
Q1 		$13.3M Buy
59,653
+1,238
+2% +$287K 2.68% 7
2024
Q4 		$14.6M Buy
58,415
+356
+0.6% +$83.9K 2.97% 5
2024
Q3 		$13.5M Buy
58,059
+742
+1% +$166K 2.76% 8
2024
Q2 		$12.1M Sell
57,317
-984
-2% -$184K 2.6% 7
2024
Q1 		$10M Sell
58,301
-249
-0.4% -$45.3K 2.12% 9
2023
Q4 		$11.3M Buy
58,550
+2,043
+4% +$377K 2.57% 5
2023
Q3 		$9.67M Buy
56,507
+446
+0.8% +$81.8K 2.56% 5
2023
Q2 		$10.9M Buy
56,061
+5,211
+10% +$908K 2.88% 5
2023
Q1 		$8.38M Buy
50,850
+1,207
+2% +$178K 2.35% 8
2022
Q4 		$6.45M Buy
49,643
+277
+0.6% +$39.6K 1.93% 15
2022
Q3 		$6.82M Buy
49,366
+987
+2% +$155K 2.2% 10
2022
Q2 		$6.62M Buy
48,379
+3,734
+8% +$565K 2.07% 12
2022
Q1 		$7.8M Buy
44,645
+31,034
+228% +$5.22M 2.22% 10
2021
Q4 		$2.42M Sell
13,611
-36,983
-73% -$5.84M 1.57% 19
2021
Q3 		$7.16M Buy
50,594
+764
+2% +$112K 3.52% 4
2021
Q2 		$6.82M Buy
49,830
+226
+0.5% +$29.3K 2.5% 10
2021
Q1 		$6.06M Buy
49,604
+1,068
+2% +$137K 2.35% 8
2020
Q4 		$6.44M Buy
48,536
+138
+0.3% +$16.6K 2.78% 8
2020
Q3 		$5.61M Buy
48,398
+11,838
+32% +$1.29M 3% 7
2020
Q2 		$3.33M Buy
36,560
+28,216
+338% +$2.19M 2.94% 9
2020
Q1 		$530K Hold
8,344
– – 0.57% 27
2019
Q4 		$613K Buy
+8,344
New +$537K 0.59% 32

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

Walkner Condon Financial Advisors's AAPL Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $2.37M and bringing the position to 71,768 shares worth $20.8M. The position accounts for 2.38% of the portfolio, ranked #8.

Walkner Condon Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Walkner Condon Financial Advisors held 71,768 shares of Apple worth $20.8M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 8,286 Apple shares in Q2 2026, an estimated $2.37M.
  • Apple made up 2.38% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Walkner Condon Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.