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Wallace Advisory Group’s Apple AAPL Stock Holding History

Wallace Advisory Group’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 		$2.48M Buy
8,565
+909
+12% +$260K 2.33% 6
2026
Q1 		$1.94M Sell
7,656
-529
-6% -$138K 2.08% 7
2025
Q4 		$2.23M Sell
8,185
-1,921
-19% -$516K 2.33% 8
2025
Q3 		$2.07M Sell
10,106
-4,325
-30% -$977K 1.67% 10
2025
Q2 		$3.21M Sell
14,431
-3,643
-20% -$736K 2.33% 5
2025
Q1 		$4.53M Buy
18,074
+531
+3% +$123K 3.13% 4
2024
Q4 		$4.09M Buy
17,543
+5,212
+42% +$1.23M 2.83% 5
2024
Q3 		$2.6M Sell
12,331
-2,400
-16% -$536K 1.9% 9
2024
Q2 		$3.1M Buy
14,731
+1,855
+14% +$346K 2.23% 6
2024
Q1 		$2.48M Sell
12,876
-1,628
-11% -$296K 1.86% 8
2023
Q4 		$2.48M Sell
14,504
-834
-5% -$154K 1.95% 8
2023
Q3 		$2.97M Sell
15,338
-455
-3% -$83.4K 2.14% 7
2023
Q2 		$2.6M Hold
15,793
– – 1.98% 11
2023
Q1 		$2.6M Sell
15,793
-163
-1% -$24.1K 1.98% 11
2022
Q4 		$2.07M Buy
+15,956
New +$2.28M 1.64% 10

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

Wallace Advisory Group's AAPL Position: Q2 2026 in Review

Wallace Advisory Group increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $260K and bringing the position to 8,565 shares worth $2.48M. The position accounts for 2.33% of the portfolio, ranked #6.

Wallace Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.53M in Q1 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wallace Advisory Group held 8,565 shares of Apple worth $2.48M as of Q2 2026.
  • Wallace Advisory Group bought 909 Apple shares in Q2 2026, an estimated $260K.
  • Apple made up 2.33% of Wallace Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Wallace Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Apple position peaked at $4.53M in Q1 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.