Werba Rubin Papier Wealth Management’s Apple AAPL Stock Holding History

Werba Rubin Papier Wealth 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	$33.9M	Sell	117,297 -2,601	-2%	-$744K	4.12%	5
2026 Q1	$30.4M	Buy	+119,898	New	+$31.2M	4.24%	5
2025 Q4	–	Sell	-116,652	Closed	-$29.7M	–	233
2025 Q3	$29.7M	Buy	116,652 +1,401	+1%	+$316K	4.8%	4
2025 Q2	$23.6M	Buy	115,251 +23,968	+26%	+$4.84M	4.44%	5
2025 Q1	$20.3M	Sell	91,283 -1,961	-2%	-$454K	4.41%	6
2024 Q4	$23.4M	Sell	93,244 -18,812	-17%	-$4.43M	5.51%	4
2024 Q3	$26.1M	Buy	112,056 +16,841	+18%	+$3.76M	6.12%	4
2024 Q2	$20.1M	Sell	95,215 -5,457	-5%	-$1.02M	5.54%	4
2024 Q1	$17.3M	Buy	100,672 +7,232	+8%	+$1.31M	5.01%	5
2023 Q4	$18M	Sell	93,440 -370	-0.4%	-$68.3K	6.11%	4
2023 Q3	$16.1M	Sell	93,810 -3,305	-3%	-$606K	5.72%	4
2023 Q2	$18.8M	Buy	97,115 +56	+0.1%	+$9.76K	6.54%	4
2023 Q1	$16M	Buy	97,059 +1,202	+1%	+$177K	6.29%	4
2022 Q4	$12.5M	Buy	+95,857	New	+$13.7M	5.14%	6

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

Werba Rubin Papier Wealth Management's AAPL Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $744K and leaving 117,297 shares worth $33.9M. The position accounts for 4.12% of the portfolio, ranked #5.

Werba Rubin Papier Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Werba Rubin Papier Wealth Management held 117,297 shares of Apple worth $33.9M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 2,601 Apple shares in Q2 2026, an estimated $744K.
Apple made up 4.12% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #5 holding.
Werba Rubin Papier Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.