WLPWM
AAPL icon

Walled Lake Planning & Wealth Management’s Apple AAPL Stock Holding History

Walled Lake Planning & Wealth Management’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 		$13.6M Buy
46,928
+1,694
+4% +$485K 3.43% 10
2026
Q1 		$11.5M Buy
45,234
+180
+0.4% +$46.8K 3.37% 10
2025
Q4 		$12.2M Sell
45,054
-589
-1% -$158K 3.87% 7
2025
Q3 		$11.6M Sell
45,643
-2,069
-4% -$467K 3.82% 7
2025
Q2 		$9.79M Sell
47,712
-1,093
-2% -$221K 3.19% 8
2025
Q1 		$10.8M Sell
48,805
-1,702
-3% -$394K 3.85% 6
2024
Q4 		$12.6M Buy
50,507
+905
+2% +$213K 4.71% 3
2024
Q3 		$11.6M Sell
49,602
-117
-0.2% -$26.1K 4.34% 3
2024
Q2 		$10.5M Sell
49,719
-1,196
-2% -$223K 4.28% 3
2024
Q1 		$8.73M Buy
50,915
+1,561
+3% +$284K 3.58% 6
2023
Q4 		$9.5M Buy
49,354
+2,764
+6% +$510K 4.42% 5
2023
Q3 		$7.98M Buy
46,590
+2,881
+7% +$528K 4% 5
2023
Q2 		$8.48M Buy
43,709
+965
+2% +$168K 4.12% 4
2023
Q1 		$7.05M Buy
42,744
+40,574
+1,870% +$5.99M 3.69% 5
2022
Q4 		$282K Sell
2,170
-42,061
-95% -$6.01M 0.19% 42
2022
Q3 		$6.11M Sell
44,231
-1,795
-4% -$282K 4.27% 2
2022
Q2 		$6.29M Buy
46,026
+592
+1% +$89.7K 4.34% 3
2022
Q1 		$7.93M Sell
45,434
-1,132
-2% -$190K 4.72% 3
2021
Q4 		$8.27M Sell
46,566
-1,992
-4% -$315K 4.79% 2
2021
Q3 		$6.87M Buy
48,558
+1,762
+4% +$259K 4.24% 2
2021
Q2 		$6.41M Buy
46,796
+414
+0.9% +$53.6K 4.17% 3
2021
Q1 		$5.67M Buy
46,382
+1,712
+4% +$220K 3.93% 5
2020
Q4 		$5.93M Sell
44,670
-923
-2% -$111K 4.5% 3
2020
Q3 		$5.28M Sell
45,593
-7,035
-13% -$768K 4.28% 4
2020
Q2 		$4.8M Sell
52,628
-13,596
-21% -$1.05M 4.02% 8
2020
Q1 		$4.21M Sell
66,224
-5,136
-7% -$378K 3.85% 11
2019
Q4 		$5.24M Buy
+71,360
New +$4.59M 3.78% 6

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

Walled Lake Planning & Wealth Management's AAPL Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $485K and bringing the position to 46,928 shares worth $13.6M. The position accounts for 3.43% of the portfolio, ranked #10.

Walled Lake Planning & Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 46,928 shares of Apple worth $13.6M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 1,694 Apple shares in Q2 2026, an estimated $485K.
  • Apple made up 3.43% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.