WA
AAPL icon

Waterford Advisors’s Apple AAPL Stock Holding History

Waterford 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 		$2.51M Buy
8,679
+294
+4% +$84.1K 0.69% 20
2026
Q1 		$2.07M Sell
8,385
-90
-1% -$23.4K 0.66% 21
2025
Q4 		$2.3M Buy
8,475
+132
+2% +$35.4K 0.9% 15
2025
Q3 		$2.12M Buy
8,343
+27
+0.3% +$6.1K 0.73% 19
2025
Q2 		$1.71M Hold
8,316
– – 0.63% 23
2025
Q1 		$1.85M Sell
8,316
-51
-0.6% -$11.8K 0.77% 20
2024
Q4 		$2.1M Sell
8,367
-3
-0% -$707 1.07% 14
2024
Q3 		$1.95M Sell
8,370
-1
-0% -$223 0.99% 17
2024
Q2 		$1.76M Buy
8,371
+22
+0.3% +$4.1K 0.74% 20
2024
Q1 		$1.43M Sell
8,349
-96
-1% -$17.5K 0.61% 23
2023
Q4 		$1.63M Hold
8,445
– – 0.76% 21
2023
Q3 		$1.45M Buy
8,445
+100
+1% +$18.3K 0.81% 19
2023
Q2 		$1.62M Sell
8,345
-50
-0.6% -$8.71K 0.78% 23
2023
Q1 		$1.38M Sell
8,395
-266
-3% -$39.2K 0.75% 23
2022
Q4 		$1.13M Buy
+8,661
New +$1.24M 0.66% 23

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

Waterford Advisors's AAPL Position: Q2 2026 in Review

Waterford Advisors increased its Apple (AAPL) stake by 3.5% in Q2 2026, buying an estimated $84.1K and bringing the position to 8,679 shares worth $2.51M. The position accounts for 0.69% of the portfolio, ranked #20.

Waterford Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waterford Advisors held 8,679 shares of Apple worth $2.51M as of Q2 2026.
  • Waterford Advisors bought 294 Apple shares in Q2 2026, an estimated $84.1K.
  • Apple made up 0.69% of Waterford Advisors's portfolio in Q2 2026, its #20 holding.
  • Waterford Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.