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Wealth Alliance’s Apple AAPL Stock Holding History

Wealth Alliance’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 		$108M Buy
371,628
+32,964
+10% +$9.43M 9% 1
2026
Q1 		$85.9M Sell
338,664
-3,356
-1% -$873K 8.49% 1
2025
Q4 		$93M Sell
342,020
-2,274
-0.7% -$610K 9.1% 1
2025
Q3 		$87.7M Sell
344,294
-2,027
-0.6% -$458K 9.02% 1
2025
Q2 		$71.1M Sell
346,321
-4,502
-1% -$909K 7.94% 1
2025
Q1 		$77.9M Sell
350,823
-11,090
-3% -$2.57M 9.43% 1
2024
Q4 		$90.6M Buy
361,913
+1,695
+0.5% +$399K 10.84% 1
2024
Q3 		$83.9M Sell
360,218
-4,294
-1% -$959K 10.02% 1
2024
Q2 		$76.8M Sell
364,512
-15,488
-4% -$2.89M 9.91% 1
2024
Q1 		$65.2M Sell
380,000
-6,713
-2% -$1.22M 8.55% 1
2023
Q4 		$74.5M Sell
386,713
-7,276
-2% -$1.34M 10.44% 1
2023
Q3 		$67.5M Sell
393,989
-9,054
-2% -$1.66M 10.64% 1
2023
Q2 		$78.2M Buy
403,043
+9,537
+2% +$1.66M 11.69% 1
2023
Q1 		$64.9M Buy
393,506
+3,923
+1% +$579K 10.51% 1
2022
Q4 		$50.6M Sell
389,583
-9,868
-2% -$1.41M 8.99% 1
2022
Q3 		$55.2M Sell
399,451
-659
-0.2% -$103K 10.89% 1
2022
Q2 		$54.7M Buy
400,110
+217,370
+119% +$32.9M 10.5% 1
2022
Q1 		$31.9M Sell
182,740
-3,791
-2% -$638K 6.52% 2
2021
Q4 		$33.1M Sell
186,531
-204
-0.1% -$32.2K 6.66% 1
2021
Q3 		$26.4M Buy
186,735
+2,047
+1% +$301K 5.93% 1
2021
Q2 		$25.3M Sell
184,688
-2,321
-1% -$301K 5.96% 1
2021
Q1 		$22.8M Buy
187,009
+1,197
+0.6% +$154K 6.4% 1
2020
Q4 		$24.7M Buy
185,812
+3,357
+2% +$404K 7.26% 1
2020
Q3 		$21.1M Buy
182,455
+11,791
+7% +$1.29M 7.6% 1
2020
Q2 		$15.6M Buy
170,664
+4,396
+3% +$341K 6.15% 1
2020
Q1 		$10.6M Buy
166,268
+6,528
+4% +$480K 5.7% 2
2019
Q4 		$11.7M Buy
+159,740
New +$10.3M 8.34% 1

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 Alliance's AAPL Position: Q2 2026 in Review

Wealth Alliance increased its Apple (AAPL) stake by 9.7% in Q2 2026, buying an estimated $9.43M and bringing the position to 371,628 shares worth $108M. The position accounts for 9% of the portfolio, ranked #1.

Wealth Alliance first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Alliance held 371,628 shares of Apple worth $108M as of Q2 2026.
  • Wealth Alliance bought 32,964 Apple shares in Q2 2026, an estimated $9.43M.
  • Apple made up 9% of Wealth Alliance's portfolio in Q2 2026, its #1 holding.
  • Wealth Alliance first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.