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Warm Springs Advisors’s Apple AAPL Stock Holding History

Warm Springs 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 		$6.77M Sell
23,388
-40
-0.2% -$11.4K 4.68% 5
2026
Q1 		$5.95M Hold
23,428
– – 5.05% 4
2025
Q4 		$6.37M Sell
23,428
-1,219
-5% -$327K 4.93% 5
2025
Q3 		$6.28M Sell
24,647
-740
-3% -$167K 4.77% 5
2025
Q2 		$5.21M Sell
25,387
-867
-3% -$175K 4.47% 6
2025
Q1 		$5.83M Sell
26,254
-7,464
-22% -$1.73M 5.86% 2
2024
Q4 		$8.44M Buy
+33,718
New +$7.95M 7.83% 2

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 $3.38T AUM 44.17% 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

Warm Springs Advisors's AAPL Position: Q2 2026 in Review

Warm Springs Advisors reduced its Apple (AAPL) stake by 0.17% in Q2 2026, selling an estimated $11.4K and leaving 23,388 shares worth $6.77M. The position accounts for 4.68% of the portfolio, ranked #5.

Warm Springs Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.44M in Q4 2024. 6,146 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Warm Springs Advisors held 23,388 shares of Apple worth $6.77M as of Q2 2026.
  • Warm Springs Advisors sold 40 Apple shares in Q2 2026, an estimated $11.4K.
  • Apple made up 4.68% of Warm Springs Advisors's portfolio in Q2 2026, its #5 holding.
  • Warm Springs Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Warm Springs Advisors's Apple position peaked at $8.44M in Q4 2024.
  • 6,146 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.