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Wealth Advisors of Iowa’s Apple AAPL Stock Holding History

Wealth Advisors of Iowa’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 		$6.07M Sell
20,990
-25
-0.1% -$7.15K 1.65% 13
2026
Q1 		$5.33M Sell
21,015
-1,045
-5% -$272K 1.65% 12
2025
Q4 		$6M Buy
22,060
+717
+3% +$192K 1.97% 11
2025
Q3 		$5.43M Buy
21,343
+214
+1% +$48.3K 1.85% 13
2025
Q2 		$4.34M Buy
21,129
+3,611
+21% +$729K 1.62% 12
2025
Q1 		$3.89M Sell
17,518
-286
-2% -$66.3K 1.67% 10
2024
Q4 		$4.46M Sell
17,804
-190
-1% -$44.8K 2.25% 11
2024
Q3 		$4.19M Buy
17,994
+104
+0.6% +$23.2K 2.13% 10
2024
Q2 		$3.77M Sell
17,890
-457
-2% -$85.2K 2.1% 7
2024
Q1 		$3.15M Sell
18,347
-497
-3% -$90.4K 1.91% 9
2023
Q4 		$3.63M Buy
18,844
+8
+0% +$1.48K 2.44% 9
2023
Q3 		$3.22M Sell
18,836
-45
-0.2% -$8.25K 2.27% 8
2023
Q2 		$3.66M Buy
18,881
+322
+2% +$56.1K 2.65% 6
2023
Q1 		$3.06M Sell
18,559
-143
-0.8% -$21.1K 2.39% 8
2022
Q4 		$2.43M Buy
18,702
+236
+1% +$33.7K 1.99% 6
2022
Q3 		$2.55M Sell
18,466
-32,150
-64% -$5.05M 2.38% 7
2022
Q2 		$7.55M Buy
50,616
+35,282
+230% +$5.34M 1.33% 11
2022
Q1 		$2.73M Buy
15,334
+708
+5% +$119K 1.37% 12
2021
Q4 		$2.6M Sell
14,626
-691
-5% -$109K 1.42% 9
2021
Q3 		$2.17M Buy
15,317
+61
+0.4% +$8.98K 1.18% 13
2021
Q2 		$2.09M Buy
15,256
+795
+5% +$103K 1.09% 14
2021
Q1 		$1.77M Buy
14,461
+230
+2% +$29.5K 0.98% 15
2020
Q4 		$1.89M Buy
14,231
+2,000
+16% +$241K 1.17% 12
2020
Q3 		$1.42M Sell
12,231
-5,737
-32% -$626K 0.97% 10
2020
Q2 		$1.64M Sell
17,968
-180
-1% -$13.9K 1.24% 9
2020
Q1 		$1.15M Buy
+18,148
New +$1.33M 0.91% 6

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

Wealth Advisors of Iowa's AAPL Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its Apple (AAPL) stake by 0.12% in Q2 2026, selling an estimated $7.15K and leaving 20,990 shares worth $6.07M. The position accounts for 1.65% of the portfolio, ranked #13.

Wealth Advisors of Iowa first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.55M in Q2 2022. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Advisors of Iowa held 20,990 shares of Apple worth $6.07M as of Q2 2026.
  • Wealth Advisors of Iowa sold 25 Apple shares in Q2 2026, an estimated $7.15K.
  • Apple made up 1.65% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #13 holding.
  • Wealth Advisors of Iowa first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • Wealth Advisors of Iowa's Apple position peaked at $7.55M in Q2 2022.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.