WAP
AAPL icon

Wealth Analytics Partners’s Apple AAPL Stock Holding History

Wealth Analytics Partners’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 		$8.43M Sell
26,773
-1,656
-6% -$474K 3.06% 10
2026
Q1 		$7.21M Sell
28,429
-3,848
-12% -$1M 2.93% 11
2025
Q4 		$8.77M Buy
+32,277
New +$8.66M 3.44% 9

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 Analytics Partners's AAPL Position: Q2 2026 in Review

Wealth Analytics Partners reduced its Apple (AAPL) stake by 5.8% in Q2 2026, selling an estimated $474K and leaving 26,773 shares worth $8.43M. The position accounts for 3.06% of the portfolio, ranked #10.

Wealth Analytics Partners first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.77M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Analytics Partners held 26,773 shares of Apple worth $8.43M as of Q2 2026.
  • Wealth Analytics Partners sold 1,656 Apple shares in Q2 2026, an estimated $474K.
  • Apple made up 3.06% of Wealth Analytics Partners's portfolio in Q2 2026, its #10 holding.
  • Wealth Analytics Partners first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Wealth Analytics Partners's Apple position peaked at $8.77M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Analytics Partners's 13F filing for Q2 2026, filed 16 Jul 2026.