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Wealth Forward LLC’s Apple AAPL Stock Holding History

Wealth Forward LLC’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 		$3.85M Buy
13,292
+24
+0.2% +$6.87K 1.92% 15
2026
Q1 		$3.37M Sell
13,268
-114
-0.9% -$29.7K 1.9% 15
2025
Q4 		$3.64M Buy
13,382
+252
+2% +$67.7K 2.06% 15
2025
Q3 		$3.34M Buy
13,130
+264
+2% +$59.6K 1.94% 15
2025
Q2 		$2.64M Buy
12,866
+491
+4% +$99.2K 1.77% 11
2025
Q1 		$2.75M Buy
12,375
+11
+0.1% +$2.55K 1.96% 11
2024
Q4 		$3.1M Sell
12,364
-219
-2% -$51.6K 2.18% 11
2024
Q3 		$2.93M Buy
12,583
+901
+8% +$201K 2.06% 11
2024
Q2 		$2.46M Sell
11,682
-55
-0.5% -$10.3K 1.92% 11
2024
Q1 		$2.01M Sell
11,737
-112
-0.9% -$20.4K 1.58% 11
2023
Q4 		$2.28M Buy
+11,849
New +$2.19M 1.93% 11

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 Forward LLC's AAPL Position: Q2 2026 in Review

Wealth Forward LLC increased its Apple (AAPL) stake by 0.18% in Q2 2026, buying an estimated $6.87K and bringing the position to 13,292 shares worth $3.85M. The position accounts for 1.92% of the portfolio, ranked #15.

Wealth Forward LLC first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Forward LLC held 13,292 shares of Apple worth $3.85M as of Q2 2026.
  • Wealth Forward LLC bought 24 Apple shares in Q2 2026, an estimated $6.87K.
  • Apple made up 1.92% of Wealth Forward LLC's portfolio in Q2 2026, its #15 holding.
  • Wealth Forward LLC first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.