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Wetzel Investment Advisors’s Apple AAPL Stock Holding History

Wetzel Investment Advisors’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 		$3.84M Sell
13,265
-779
-6% -$223K 1.33% 19
2026
Q1 		$3.56M Sell
14,044
-621
-4% -$162K 1.42% 19
2025
Q4 		$3.99M Buy
14,665
+255
+2% +$68.5K 1.61% 15
2025
Q3 		$3.67M Buy
14,410
+2
+0% +$452 1.57% 16
2025
Q2 		$2.96M Sell
14,408
-91
-0.6% -$18.4K 1.35% 17
2025
Q1 		$3.22M Sell
14,499
-96
-0.7% -$22.2K 1.62% 21
2024
Q4 		$3.65M Hold
14,595
– – 1.82% 19
2024
Q3 		$3.4M Buy
14,595
+700
+5% +$156K 1.71% 18
2024
Q2 		$2.38M Sell
13,895
-210
-1% -$39.2K 1.36% 18
2024
Q1 		$2.36M Sell
14,105
-394
-3% -$71.6K 1.39% 18
2023
Q4 		$2.79M Buy
+14,499
New +$2.68M 1.71% 15

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

Wetzel Investment Advisors's AAPL Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Apple (AAPL) stake by 5.5% in Q2 2026, selling an estimated $223K and leaving 13,265 shares worth $3.84M. The position accounts for 1.33% of the portfolio, ranked #19.

Wetzel Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.99M in Q4 2025. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wetzel Investment Advisors held 13,265 shares of Apple worth $3.84M as of Q2 2026.
  • Wetzel Investment Advisors sold 779 Apple shares in Q2 2026, an estimated $223K.
  • Apple made up 1.33% of Wetzel Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Wetzel Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Apple position peaked at $3.99M in Q4 2025.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.