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Wealth Dimensions Group’s Apple AAPL Stock Holding History

Wealth Dimensions Group’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 		$17.6M Sell
60,690
-2,563
-4% -$733K 3.15% 12
2026
Q1 		$16.1M Buy
63,253
+705
+1% +$183K 3.16% 12
2025
Q4 		$17M Sell
62,548
-1,381
-2% -$371K 3.37% 11
2025
Q3 		$16.3M Sell
63,929
-1,391
-2% -$314K 3.35% 9
2025
Q2 		$13.4M Sell
65,320
-419
-0.6% -$84.6K 2.95% 11
2025
Q1 		$14.6M Buy
65,739
+765
+1% +$177K 3.49% 9
2024
Q4 		$16.3M Buy
64,974
+3,507
+6% +$827K 3.99% 9
2024
Q3 		$14.3M Sell
61,467
-327
-0.5% -$73K 3.63% 9
2024
Q2 		$13M Buy
61,794
+852
+1% +$159K 3.71% 9
2024
Q1 		$10.5M Sell
60,942
-4,568
-7% -$831K 3.09% 9
2023
Q4 		$12.6M Buy
65,510
+682
+1% +$126K 3.99% 9
2023
Q3 		$11.1M Buy
64,828
+638
+1% +$117K 4.03% 8
2023
Q2 		$12.5M Sell
64,190
-483
-0.7% -$84.2K 4.53% 7
2023
Q1 		$10.7M Sell
64,673
-3,008
-4% -$444K 4.13% 7
2022
Q4 		$8.79M Buy
67,681
+207
+0.3% +$29.6K 3.59% 7
2022
Q3 		$9.32M Buy
67,474
+27
+0% +$4.24K 4.61% 6
2022
Q2 		$9.22M Buy
67,447
+408
+0.6% +$61.8K 4.38% 7
2022
Q1 		$11.7M Buy
67,039
+968
+1% +$163K 5.42% 6
2021
Q4 		$11.7M Sell
66,071
-486
-0.7% -$76.8K 5.75% 4
2021
Q3 		$9.42M Buy
66,557
+3,577
+6% +$527K 6.03% 5
2021
Q2 		$8.63M Buy
62,980
+990
+2% +$128K 5.85% 5
2021
Q1 		$7.57M Buy
61,990
+2,027
+3% +$260K 5.88% 4
2020
Q4 		$7.96M Buy
+59,963
New +$7.21M 6.87% 3

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 Dimensions Group's AAPL Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Apple (AAPL) stake by 4.1% in Q2 2026, selling an estimated $733K and leaving 60,690 shares worth $17.6M. The position accounts for 3.15% of the portfolio, ranked #12.

Wealth Dimensions Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Dimensions Group held 60,690 shares of Apple worth $17.6M as of Q2 2026.
  • Wealth Dimensions Group sold 2,563 Apple shares in Q2 2026, an estimated $733K.
  • Apple made up 3.15% of Wealth Dimensions Group's portfolio in Q2 2026, its #12 holding.
  • Wealth Dimensions Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.