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WealthTrust Asset Management’s Apple AAPL Stock Holding History

WealthTrust Asset 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 		$5.1M Buy
17,620
+4,064
+30% +$1.16M 2.76% 7
2026
Q1 		$3.44M Buy
13,556
+4,859
+56% +$1.26M 2.05% 10
2025
Q4 		$2.36M Sell
8,697
-1,615
-16% -$434K 1.65% 13
2025
Q3 		$2.63M Sell
10,312
-37
-0.4% -$8.36K 1.82% 10
2025
Q2 		$2.12M Sell
10,349
-8,802
-46% -$1.78M 1.59% 15
2025
Q1 		$4.25M Buy
19,151
+4,088
+27% +$947K 3.15% 7
2024
Q4 		$3.77M Buy
15,063
+867
+6% +$204K 2.71% 8
2024
Q3 		$3.31M Sell
14,196
-2,744
-16% -$613K 2.47% 8
2024
Q2 		$3.57M Buy
16,940
+331
+2% +$61.7K 2.61% 8
2024
Q1 		$2.85M Sell
16,609
-958
-5% -$174K 2.17% 13
2023
Q4 		$3.38M Buy
17,567
+667
+4% +$123K 2.85% 9
2023
Q3 		$2.89M Sell
16,900
-13
-0.1% -$2.38K 2.69% 9
2023
Q2 		$3.28M Buy
16,913
+478
+3% +$83.3K 2.98% 10
2023
Q1 		$2.71M Sell
16,435
-149
-0.9% -$22K 2.58% 9
2022
Q4 		$2.15M Sell
16,584
-1,644
-9% -$235K 2.08% 12
2022
Q3 		$2.52M Sell
18,228
-322
-2% -$50.5K 2.66% 9
2022
Q2 		$2.54M Sell
18,550
-8,523
-31% -$1.29M 2.39% 13
2022
Q1 		$4.73M Buy
27,073
+1,292
+5% +$217K 3.37% 7
2021
Q4 		$4.58M Sell
25,781
-131
-0.5% -$20.7K 3.05% 10
2021
Q3 		$3.67M Sell
25,912
-601
-2% -$88.5K 3.26% 7
2021
Q2 		$3.63M Buy
+26,513
New +$3.44M 3.15% 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

WealthTrust Asset Management's AAPL Position: Q2 2026 in Review

WealthTrust Asset Management increased its Apple (AAPL) stake by 30% in Q2 2026, buying an estimated $1.16M and bringing the position to 17,620 shares worth $5.1M. The position accounts for 2.76% of the portfolio, ranked #7.

WealthTrust Asset Management first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WealthTrust Asset Management held 17,620 shares of Apple worth $5.1M as of Q2 2026.
  • WealthTrust Asset Management bought 4,064 Apple shares in Q2 2026, an estimated $1.16M.
  • Apple made up 2.76% of WealthTrust Asset Management's portfolio in Q2 2026, its #7 holding.
  • WealthTrust Asset Management first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.