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Wealth Advisory Team’s Apple AAPL Stock Holding History

Wealth Advisory Team’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 		$329K Buy
+1,136
New +$325K 0.27% 31
2025
Q4 		$327K Buy
+1,202
New +$323K 0.29% 30
2025
Q2 		$238K Buy
+1,162
New +$235K 0.22% 36

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Advisory Team's AAPL Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Apple (AAPL) in Q2 2026: 1,136 shares worth $329K. The stake represents 0.27% of the portfolio and ranks #31 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in AAPL as recently as Q4 2025.

Wealth Advisory Team first reported a position in AAPL in Q2 2025 and has held it in 3 quarters since. 4,568 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Advisory Team held 1,136 shares of Apple worth $329K as of Q2 2026.
  • Apple was a new Wealth Advisory Team position in Q2 2026.
  • Apple made up 0.27% of Wealth Advisory Team's portfolio in Q2 2026, its #31 holding.
  • Wealth Advisory Team first reported a position in Apple in Q2 2025 and has held it in 3 quarters since.
  • 4,568 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.