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Wedmont Private Capital’s Apple AAPL Stock Holding History

Wedmont Private Capital’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 		$95.2M Buy
301,877
+16,505
+6% +$4.72M 2.61% 10
2026
Q1 		$73.9M Buy
285,372
+2,519
+0.9% +$656K 2.38% 10
2025
Q4 		$73.6M Buy
282,853
+7,836
+3% +$2.1M 2.56% 9
2025
Q3 		$70.5M Buy
275,017
+21,396
+8% +$4.83M 2.62% 9
2025
Q2 		$53.5M Sell
253,621
-7,097
-3% -$1.43M 2.28% 10
2025
Q1 		$51.7M Buy
260,718
+10,062
+4% +$2.33M 2.65% 9
2024
Q4 		$59.4M Buy
250,656
+21,149
+9% +$4.98M 3.13% 9
2024
Q3 		$50.9M Buy
229,507
+24,928
+12% +$5.57M 2.9% 9
2024
Q2 		$47.2M Buy
204,579
+10,400
+5% +$1.94M 2.97% 8
2024
Q1 		$32.9M Buy
194,179
+1,179
+0.6% +$214K 2.41% 10
2023
Q4 		$35.8M Buy
193,000
+27,547
+17% +$5.09M 2.93% 8
2023
Q3 		$29.6M Buy
165,453
+16,375
+11% +$3M 3% 7
2023
Q2 		$28.4M Buy
149,078
+28,329
+23% +$4.94M 3.06% 7
2023
Q1 		$19.6M Buy
120,749
+30,528
+34% +$4.5M 2.58% 8
2022
Q4 		$11.7M Sell
90,221
-13,593
-13% -$1.94M 1.75% 11
2022
Q3 		$14.3M Buy
103,814
+26,385
+34% +$4.14M 2.88% 9
2022
Q2 		$10.6M Buy
77,429
+8,925
+13% +$1.35M 2.28% 10
2022
Q1 		$12.2M Buy
68,504
+3,534
+5% +$594K 2.73% 7
2021
Q4 		$11.2M Buy
+64,970
New +$10.3M 3.45% 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

Wedmont Private Capital's AAPL Position: Q2 2026 in Review

Wedmont Private Capital increased its Apple (AAPL) stake by 5.8% in Q2 2026, buying an estimated $4.72M and bringing the position to 301,877 shares worth $95.2M. The position accounts for 2.61% of the portfolio, ranked #10.

Wedmont Private Capital first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wedmont Private Capital held 301,877 shares of Apple worth $95.2M as of Q2 2026.
  • Wedmont Private Capital bought 16,505 Apple shares in Q2 2026, an estimated $4.72M.
  • Apple made up 2.61% of Wedmont Private Capital's portfolio in Q2 2026, its #10 holding.
  • Wedmont Private Capital first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.