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Wealth Management Strategies’s Apple AAPL Stock Holding History

Wealth Management Strategies’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 		$5.17M Buy
17,851
+15
+0.1% +$4.29K 2.02% 13
2026
Q1 		$4.53M Buy
17,836
+16
+0.1% +$4.16K 2.05% 13
2025
Q4 		$4.84M Sell
17,820
-281
-2% -$75.4K 2.23% 12
2025
Q3 		$4.61M Sell
18,101
-1,123
-6% -$254K 2.28% 12
2025
Q2 		$3.94M Sell
19,224
-77
-0.4% -$15.6K 2.12% 14
2025
Q1 		$4.29M Buy
19,301
+4
+0% +$927 2.87% 13
2024
Q4 		$4.83M Buy
+19,297
New +$4.55M 3.7% 12

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 Strategies's AAPL Position: Q2 2026 in Review

Wealth Management Strategies increased its Apple (AAPL) stake by 0.08% in Q2 2026, buying an estimated $4.29K and bringing the position to 17,851 shares worth $5.17M. The position accounts for 2.02% of the portfolio, ranked #13.

Wealth Management Strategies first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Management Strategies held 17,851 shares of Apple worth $5.17M as of Q2 2026.
  • Wealth Management Strategies bought 15 Apple shares in Q2 2026, an estimated $4.29K.
  • Apple made up 2.02% of Wealth Management Strategies's portfolio in Q2 2026, its #13 holding.
  • Wealth Management Strategies first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.