WealthTrak Capital Management’s Apple AAPL Stock Holding History

WealthTrak Capital Management’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	$1.15M	Buy	3,966 +12	+0.3%	+$3.43K	0.75%	36
2026 Q1	$1M	Sell	3,954 -2	-0.1%	-$521	0.72%	40
2025 Q4	$1.08M	Buy	3,956 +404	+11%	+$108K	0.77%	38
2025 Q3	$904K	Buy	3,552 +271	+8%	+$61.2K	0.74%	41
2025 Q2	$673K	Sell	3,281 -9	-0.3%	-$1.82K	0.56%	40
2025 Q1	$731K	Sell	3,290 -734	-18%	-$170K	0.63%	34
2024 Q4	$1.01M	Buy	+4,024	New	+$948K	0.85%	32

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthTrak Capital Management's AAPL Position: Q2 2026 in Review

WealthTrak Capital Management increased its Apple (AAPL) stake by 0.3% in Q2 2026, buying an estimated $3.43K and bringing the position to 3,966 shares worth $1.15M. The position accounts for 0.75% of the portfolio, ranked #36.

WealthTrak Capital Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

WealthTrak Capital Management held 3,966 shares of Apple worth $1.15M as of Q2 2026.
WealthTrak Capital Management bought 12 Apple shares in Q2 2026, an estimated $3.43K.
Apple made up 0.75% of WealthTrak Capital Management's portfolio in Q2 2026, its #36 holding.
WealthTrak Capital Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.