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Whalen Wealth Management’s Apple AAPL Stock Holding History

Whalen 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 		$6.24M Sell
21,572
-2,824
-12% -$808K 2.81% 5
2026
Q1 		$6.19M Buy
24,396
+8,056
+49% +$2.1M 3.32% 4
2025
Q4 		$4.44M Buy
16,340
+5,930
+57% +$1.59M 2.38% 7
2025
Q3 		$2.65M Buy
10,410
+3,235
+45% +$731K 1.55% 13
2025
Q2 		$1.47M Buy
7,175
+405
+6% +$81.8K 0.92% 21
2025
Q1 		$1.5M Buy
6,770
+550
+9% +$127K 1% 29
2024
Q4 		$1.56M Sell
6,220
-9,571
-61% -$2.26M 1.08% 18
2024
Q3 		$3.68M Sell
15,791
-6,361
-29% -$1.42M 2.6% 9
2024
Q2 		$4.67M Buy
22,152
+10,561
+91% +$1.97M 3.7% 4
2024
Q1 		$1.99M Buy
11,591
+5,260
+83% +$956K 1.47% 12
2023
Q4 		$1.22M Buy
+6,331
New +$1.17M 1.1% 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

Whalen Wealth Management's AAPL Position: Q2 2026 in Review

Whalen Wealth Management reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $808K and leaving 21,572 shares worth $6.24M. The position accounts for 2.81% of the portfolio, ranked #5.

Whalen Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Whalen Wealth Management held 21,572 shares of Apple worth $6.24M as of Q2 2026.
  • Whalen Wealth Management sold 2,824 Apple shares in Q2 2026, an estimated $808K.
  • Apple made up 2.81% of Whalen Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Whalen Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.