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Wealthedge Investment Advisors’s Apple AAPL Stock Holding History

Wealthedge Investment 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 		$12.4M Sell
42,955
-2,348
-5% -$672K 4.23% 3
2026
Q1 		$11.5M Buy
45,303
+15,815
+54% +$4.12M 4.22% 3
2025
Q4 		$8.02M Buy
29,488
+4,188
+17% +$1.12M 2.97% 9
2025
Q3 		$6.44M Buy
25,300
+159
+0.6% +$35.9K 2.44% 8
2025
Q2 		$5.16M Sell
25,141
-4,053
-14% -$819K 2.15% 10
2025
Q1 		$6.49M Sell
29,194
-2,659
-8% -$616K 2.93% 5
2024
Q4 		$7.98M Buy
+31,853
New +$7.51M 3.6% 2

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

Wealthedge Investment Advisors's AAPL Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Apple (AAPL) stake by 5.2% in Q2 2026, selling an estimated $672K and leaving 42,955 shares worth $12.4M. The position accounts for 4.23% of the portfolio, ranked #3.

Wealthedge Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wealthedge Investment Advisors held 42,955 shares of Apple worth $12.4M as of Q2 2026.
  • Wealthedge Investment Advisors sold 2,348 Apple shares in Q2 2026, an estimated $672K.
  • Apple made up 4.23% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Wealthedge Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.