WPW
AAPL icon

Watershed Private Wealth’s Apple AAPL Stock Holding History

Watershed Private Wealth’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 		$3.24M Sell
11,188
-4,576
-29% -$1.31M 0.91% 27
2026
Q1 		$4M Sell
15,764
-1,672
-10% -$435K 1.25% 21
2025
Q4 		$4.74M Buy
17,436
+5,036
+41% +$1.35M 1.42% 18
2025
Q3 		$3.16M Sell
12,400
-204
-2% -$46.1K 1% 23
2025
Q2 		$2.59M Sell
12,604
-3,569
-22% -$721K 0.94% 25
2025
Q1 		$3.59M Sell
16,173
-81
-0.5% -$18.8K 1.44% 18
2024
Q4 		$4.07M Sell
16,254
-180
-1% -$42.4K 1.59% 16
2024
Q3 		$3.83M Sell
16,434
-147
-0.9% -$32.8K 1.53% 15
2024
Q2 		$3.49M Sell
16,581
-2,609
-14% -$487K 1.49% 16
2024
Q1 		$3.29M Buy
19,190
+197
+1% +$35.8K 1.46% 16
2023
Q4 		$3.66M Buy
18,993
+790
+4% +$146K 2.02% 15
2023
Q3 		$3.12M Sell
18,203
-6,204
-25% -$1.14M 1.92% 17
2023
Q2 		$4.73M Buy
24,407
+372
+2% +$64.8K 2.87% 7
2023
Q1 		$3.96M Buy
24,035
+2,298
+11% +$339K 2.68% 8
2022
Q4 		$2.82M Buy
+21,737
New +$3.11M 2.14% 16

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

Watershed Private Wealth's AAPL Position: Q2 2026 in Review

Watershed Private Wealth reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $1.31M and leaving 11,188 shares worth $3.24M. The position accounts for 0.91% of the portfolio, ranked #27.

Watershed Private Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.74M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Watershed Private Wealth held 11,188 shares of Apple worth $3.24M as of Q2 2026.
  • Watershed Private Wealth sold 4,576 Apple shares in Q2 2026, an estimated $1.31M.
  • Apple made up 0.91% of Watershed Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Watershed Private Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Watershed Private Wealth's Apple position peaked at $4.74M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.