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WealthSpring Partners’s Apple AAPL Stock Holding History

WealthSpring 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 		$5.84M Sell
20,177
-4
-0% -$1.14K 5.02% 7
2026
Q1 		$5.12M Buy
20,181
+447
+2% +$116K 4.7% 6
2025
Q4 		$5.36M Buy
+19,734
New +$5.3M 5.5% 6
2023
Q3 		$6.4M Buy
37,398
+212
+0.6% +$38.9K 4.78% 7
2023
Q2 		$7.21M Buy
37,186
+186
+0.5% +$32.4K 5.22% 7
2023
Q1 		$6.1M Buy
37,000
+14
+0% +$2.07K 4.72% 7
2022
Q4 		$4.81M Sell
36,986
-690
-2% -$98.6K 3.75% 9
2022
Q3 		$5.21M Buy
+37,676
New +$5.91M 4.6% 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

WealthSpring Partners's AAPL Position: Q2 2026 in Review

WealthSpring Partners reduced its Apple (AAPL) stake by 0.02% in Q2 2026, selling an estimated $1.14K and leaving 20,177 shares worth $5.84M. The position accounts for 5.02% of the portfolio, ranked #7.

WealthSpring Partners first reported a position in AAPL in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.21M in Q2 2023. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WealthSpring Partners held 20,177 shares of Apple worth $5.84M as of Q2 2026.
  • WealthSpring Partners sold 4 Apple shares in Q2 2026, an estimated $1.14K.
  • Apple made up 5.02% of WealthSpring Partners's portfolio in Q2 2026, its #7 holding.
  • WealthSpring Partners first reported a position in Apple in Q3 2022 and has held it in 8 quarters since.
  • WealthSpring Partners's Apple position peaked at $7.21M in Q2 2023.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.