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Wellington-Altus USA’s Apple AAPL Stock Holding History

Wellington-Altus USA’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 		$2.7M Buy
10,633
+4,674
+78% +$1.34M 1.92% 6
2026
Q1 		$1.72M Sell
5,959
-6,435
-52% -$1.67M 1.02% 16
2025
Q4 		$3.37M Buy
+12,394
New +$3.33M 2.5% 4

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

Wellington-Altus USA's AAPL Position: Q2 2026 in Review

Wellington-Altus USA increased its Apple (AAPL) stake by 78% in Q2 2026, buying an estimated $1.34M and bringing the position to 10,633 shares worth $2.7M. The position accounts for 1.92% of the portfolio, ranked #6.

Wellington-Altus USA first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37M in Q4 2025. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wellington-Altus USA held 10,633 shares of Apple worth $2.7M as of Q2 2026.
  • Wellington-Altus USA bought 4,674 Apple shares in Q2 2026, an estimated $1.34M.
  • Apple made up 1.92% of Wellington-Altus USA's portfolio in Q2 2026, its #6 holding.
  • Wellington-Altus USA first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Apple position peaked at $3.37M in Q4 2025.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.