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Wealth Preservation Advisors’s Apple AAPL Stock Holding History

Wealth Preservation Advisors’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 		$10.4M Buy
35,982
+7,103
+25% +$2.03M 5.94% 5
2026
Q1 		$7.33M Sell
28,879
-5,892
-17% -$1.53M 6.09% 5
2025
Q4 		$9.45M Sell
34,771
-2,038
-6% -$547K 4.76% 7
2025
Q3 		$9.37M Buy
36,809
+259
+0.7% +$58.5K 5.45% 6
2025
Q2 		$7.5M Sell
36,550
-105
-0.3% -$21.2K 4.62% 7
2025
Q1 		$8.14M Buy
+36,655
New +$8.49M 5.82% 7

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 Preservation Advisors's AAPL Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Apple (AAPL) stake by 25% in Q2 2026, buying an estimated $2.03M and bringing the position to 35,982 shares worth $10.4M. The position accounts for 5.94% of the portfolio, ranked #5.

Wealth Preservation Advisors first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealth Preservation Advisors held 35,982 shares of Apple worth $10.4M as of Q2 2026.
  • Wealth Preservation Advisors bought 7,103 Apple shares in Q2 2026, an estimated $2.03M.
  • Apple made up 5.94% of Wealth Preservation Advisors's portfolio in Q2 2026, its #5 holding.
  • Wealth Preservation Advisors first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.