Warner Group’s Apple AAPL Stock Holding History

Warner 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	$14.6M	Buy	50,510 +24,558	+95%	+$7.02M	3.6%	8
2026 Q1	$6.59M	Buy	25,952 +966	+4%	+$251K	4.3%	8
2025 Q4	$6.79M	Buy	24,986 +11,152	+81%	+$2.99M	4.19%	8
2025 Q3	$3.52M	Buy	+13,834	New	+$3.13M	2.43%	15

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Warner Group's AAPL Position: Q2 2026 in Review

Warner Group increased its Apple (AAPL) stake by 95% in Q2 2026, buying an estimated $7.02M and bringing the position to 50,510 shares worth $14.6M. The position accounts for 3.6% of the portfolio, ranked #8.

Warner Group first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Warner Group held 50,510 shares of Apple worth $14.6M as of Q2 2026.
Warner Group bought 24,558 Apple shares in Q2 2026, an estimated $7.02M.
Apple made up 3.6% of Warner Group's portfolio in Q2 2026, its #8 holding.
Warner Group first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.