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Wealth Advisory Solutions’s Apple AAPL Stock Holding History

Wealth Advisory Solutions’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 		$14.3M Sell
49,424
-3,100
-6% -$887K 2.94% 8
2026
Q1 		$13.3M Sell
52,524
-992
-2% -$258K 2.97% 8
2025
Q4 		$14.5M Sell
53,516
-416
-0.8% -$112K 3.39% 6
2025
Q3 		$13.7M Sell
53,932
-298
-0.5% -$67.3K 3.33% 6
2025
Q2 		$11.1M Buy
54,230
+36
+0.1% +$7.27K 2.82% 8
2025
Q1 		$12M Sell
54,194
-12,320
-19% -$2.85M 3.19% 6
2024
Q4 		$16.7M Buy
66,514
+1,399
+2% +$330K 4.67% 5
2024
Q3 		$15.2M Sell
65,115
-9,141
-12% -$2.04M 4.18% 5
2024
Q2 		$15.6M Buy
74,256
+21
+0% +$3.92K 4.24% 5
2024
Q1 		$12.7M Sell
74,235
-2,507
-3% -$456K 3.3% 7
2023
Q4 		$14.8M Sell
76,742
-949
-1% -$175K 5.16% 4
2023
Q3 		$13.3M Sell
77,691
-7,393
-9% -$1.36M 2.61% 9
2023
Q2 		$16.5M Sell
85,084
-241
-0.3% -$42K 4.39% 5
2023
Q1 		$14.1M Buy
85,325
+29
+0% +$4.28K 3.74% 5
2022
Q4 		$11.1M Buy
85,296
+30,233
+55% +$4.32M 2.98% 7
2022
Q3 		$7.61M Buy
55,063
+1,049
+2% +$165K 2.1% 11
2022
Q2 		$7.38M Sell
54,014
-5,834
-10% -$883K 1.82% 14
2022
Q1 		$10.4M Buy
+59,848
New +$10.1M 2.17% 8
2021
Q3 		$9.32M Buy
65,861
+582
+0.9% +$85.7K 2.07% 7
2021
Q2 		$8.94M Sell
65,279
-173,102
-73% -$22.4M 2.12% 7
2021
Q1 		$28.9M Buy
238,381
+181,178
+317% +$23.3M 6.01% 2
2020
Q4 		$7.59M Sell
57,203
-7,428
-11% -$893K 2.06% 11
2020
Q3 		$7.48M Sell
64,631
-41,529
-39% -$4.53M 1.99% 8
2020
Q2 		$9.68M Sell
106,160
-4,824
-4% -$374K 2.7% 4
2020
Q1 		$7.05M Sell
110,984
-16,008
-13% -$1.18M 2.4% 5
2019
Q4 		$9.32M Buy
+126,992
New +$8.17M 2.46% 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 Advisory Solutions's AAPL Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $887K and leaving 49,424 shares worth $14.3M. The position accounts for 2.94% of the portfolio, ranked #8.

Wealth Advisory Solutions first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.9M in Q1 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Advisory Solutions held 49,424 shares of Apple worth $14.3M as of Q2 2026.
  • Wealth Advisory Solutions sold 3,100 Apple shares in Q2 2026, an estimated $887K.
  • Apple made up 2.94% of Wealth Advisory Solutions's portfolio in Q2 2026, its #8 holding.
  • Wealth Advisory Solutions first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Apple position peaked at $28.9M in Q1 2021.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.