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WCG Wealth Advisors’s Apple AAPL Stock Holding History

WCG Wealth 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 		$89.9M Sell
310,820
-6,470
-2% -$1.85M 2.13% 4
2026
Q1 		$80.5M Sell
317,290
-3,700
-1% -$963K 2.25% 4
2025
Q4 		$87.3M Buy
320,990
+143,589
+81% +$38.5M 2.45% 4
2025
Q3 		$45.2M Sell
177,401
-10,453
-6% -$2.36M 2.83% 2
2025
Q2 		$38.5M Buy
187,854
+1,243
+0.7% +$251K 2.49% 3
2025
Q1 		$41.5M Sell
186,611
-3,246
-2% -$752K 3.15% 1
2024
Q4 		$47.5M Sell
189,857
-8,908
-4% -$2.1M 3.14% 1
2024
Q3 		$46.3M Buy
198,765
+460
+0.2% +$103K 3.13% 1
2024
Q2 		$41.8M Buy
198,305
+23,578
+13% +$4.4M 3.09% 1
2024
Q1 		$30M Sell
174,727
-53,898
-24% -$9.8M 2.5% 4
2023
Q4 		$44M Sell
228,625
-11,346
-5% -$2.09M 3.23% 3
2023
Q3 		$41.1M Buy
+239,971
New +$44M 3.01% 3
2023
Q2 		– Sell
-88,705
Closed -$14.6M – 157
2023
Q1 		$14.6M Buy
88,705
+5,417
+7% +$799K 1.87% 16
2022
Q4 		$10.8M Buy
83,288
+23,794
+40% +$3.4M 1.48% 19
2022
Q3 		$11.7M Sell
59,494
-20,539
-26% -$3.22M 1.54% 19
2022
Q2 		$10.9M Buy
+80,033
New +$12.1M 1.52% 19

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

WCG Wealth Advisors's AAPL Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $1.85M and leaving 310,820 shares worth $89.9M. The position accounts for 2.13% of the portfolio, ranked #4.

WCG Wealth Advisors first reported a position in AAPL in Q2 2022 and has held it in 16 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WCG Wealth Advisors held 310,820 shares of Apple worth $89.9M as of Q2 2026.
  • WCG Wealth Advisors sold 6,470 Apple shares in Q2 2026, an estimated $1.85M.
  • Apple made up 2.13% of WCG Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • WCG Wealth Advisors first reported a position in Apple in Q2 2022 and has held it in 16 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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