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Wayfinding Financial’s Apple AAPL Stock Holding History

Wayfinding Financial’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 		$10.9M Buy
37,830
+390
+1% +$112K 4.15% 5
2026
Q1 		$9.5M Buy
37,440
+700
+2% +$182K 4.13% 6
2025
Q4 		$9.99M Buy
36,740
+345
+0.9% +$92.6K 4.23% 5
2025
Q3 		$9.27M Buy
36,395
+54
+0.1% +$12.2K 3.99% 5
2025
Q2 		$7.39M Sell
36,341
-1,358
-4% -$274K 3.3% 7
2025
Q1 		$8.37M Sell
37,699
-616
-2% -$143K 3.67% 4
2024
Q4 		$9.6M Sell
38,315
-542
-1% -$128K 5.13% 5
2024
Q3 		$9.05M Sell
38,857
-394
-1% -$88K 6.73% 5
2024
Q2 		$8.27M Sell
39,251
-719
-2% -$134K 4.65% 5
2024
Q1 		$7.3M Buy
39,970
+220
+0.6% +$40K 4.27% 5
2023
Q4 		$7.65M Buy
39,750
+114
+0.3% +$21K 5.21% 4
2023
Q3 		$6.89M Sell
39,636
-312
-0.8% -$57.2K 5.21% 5
2023
Q2 		$7.82M Sell
39,948
-285
-0.7% -$49.7K 5.43% 5
2023
Q1 		$6.63M Sell
40,233
-2,136
-5% -$315K 5.04% 6
2022
Q4 		$6.75M Buy
42,369
+353
+0.8% +$50.4K 5.41% 4
2022
Q3 		$5.81M Buy
42,016
+251
+0.6% +$39.4K 5.42% 5
2022
Q2 		$5.71M Sell
41,765
-506
-1% -$76.6K 5.02% 6
2022
Q1 		$6.65M Sell
42,271
-98
-0.2% -$16.5K 5.56% 5
2021
Q4 		$6.75M Buy
+42,369
New +$6.7M 5.41% 4

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

Wayfinding Financial's AAPL Position: Q2 2026 in Review

Wayfinding Financial increased its Apple (AAPL) stake by 1% in Q2 2026, buying an estimated $112K and bringing the position to 37,830 shares worth $10.9M. The position accounts for 4.15% of the portfolio, ranked #5.

Wayfinding Financial first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wayfinding Financial held 37,830 shares of Apple worth $10.9M as of Q2 2026.
  • Wayfinding Financial bought 390 Apple shares in Q2 2026, an estimated $112K.
  • Apple made up 4.15% of Wayfinding Financial's portfolio in Q2 2026, its #5 holding.
  • Wayfinding Financial first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.