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Wealth Management Partners’s Apple AAPL Stock Holding History

Wealth Management 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 		$14.6M Sell
50,608
-496
-1% -$142K 3.45% 6
2026
Q1 		$13M Buy
51,104
+478
+0.9% +$124K 3.71% 6
2025
Q4 		$13.8M Sell
50,626
-1,252
-2% -$336K 3.93% 6
2025
Q3 		$13.2M Sell
51,878
-1,257
-2% -$284K 4.2% 5
2025
Q2 		$11.2M Buy
53,135
+252
+0.5% +$50.9K 3.94% 6
2025
Q1 		$11.7M Sell
52,883
-1,449
-3% -$336K 5.44% 4
2024
Q4 		$13.6M Sell
54,332
-130
-0.2% -$30.6K 5.87% 3
2024
Q3 		$12.7M Sell
54,462
-1,666
-3% -$372K 5.88% 3
2024
Q2 		$11.8M Sell
56,128
-323
-0.6% -$60.2K 5.75% 3
2024
Q1 		$9.68M Sell
56,451
-2,014
-3% -$366K 4.92% 5
2023
Q4 		$11.3M Sell
58,465
-1,063
-2% -$196K 6.28% 2
2023
Q3 		$10.2M Sell
59,528
-1,192
-2% -$219K 6.36% 2
2023
Q2 		$11.8M Buy
60,720
+2,085
+4% +$363K 7.4% 2
2023
Q1 		$9.67M Buy
58,635
+635
+1% +$93.7K 6.76% 2
2022
Q4 		$7.55M Sell
58,000
-2,000
-3% -$286K 6.3% 3
2022
Q3 		$8.18M Hold
60,000
– – 7.19% 2
2022
Q2 		$8.18M Sell
60,000
-1,000
-2% -$151K 7.14% 1
2022
Q1 		$10.6M Hold
61,000
– – 7.55% 1
2021
Q4 		$10.8M Sell
61,000
-611
-1% -$96.6K 7.4% 1
2021
Q3 		$8.72M Sell
61,611
-1,155
-2% -$170K 6.46% 1
2021
Q2 		$8.6M Buy
62,766
+502
+0.8% +$65K 5.99% 1
2021
Q1 		$7.96M Buy
62,264
+1,105
+2% +$142K 5.94% 1
2020
Q4 		$8.76M Buy
+61,159
New +$7.36M 6.86% 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 Management Partners's AAPL Position: Q2 2026 in Review

Wealth Management Partners reduced its Apple (AAPL) stake by 0.97% in Q2 2026, selling an estimated $142K and leaving 50,608 shares worth $14.6M. The position accounts for 3.45% of the portfolio, ranked #6.

Wealth Management Partners first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Management Partners held 50,608 shares of Apple worth $14.6M as of Q2 2026.
  • Wealth Management Partners sold 496 Apple shares in Q2 2026, an estimated $142K.
  • Apple made up 3.45% of Wealth Management Partners's portfolio in Q2 2026, its #6 holding.
  • Wealth Management Partners first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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