Wheelhouse Advisory Group’s Apple AAPL Stock Holding History

Wheelhouse Advisory Group’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	$2.77M	Buy	9,583 +297	+3%	+$85K	0.78%	15
2026 Q1	$2.36M	Buy	9,286 +790	+9%	+$206K	0.78%	16
2025 Q4	$2.32M	Buy	8,496 +1,309	+18%	+$351K	0.88%	15
2025 Q3	$1.83M	Buy	7,187 +699	+11%	+$158K	0.79%	16
2025 Q2	$1.33M	Buy	6,488 +860	+15%	+$174K	0.66%	16
2025 Q1	$1.25M	Sell	5,628 -443	-7%	-$103K	0.71%	15
2024 Q4	$1.52M	Sell	6,071 -26	-0.4%	-$6.13K	0.9%	15
2024 Q3	$1.42M	Sell	6,097 -289	-5%	-$64.5K	0.91%	15
2024 Q2	$1.41M	Sell	6,386 -174	-3%	-$32.4K	0.99%	14
2024 Q1	$1.12M	Sell	6,560 -221	-3%	-$40.2K	0.86%	15
2023 Q4	$1.31M	Buy	+6,781	New	+$1.25M	1.14%	15

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wheelhouse Advisory Group's AAPL Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Apple (AAPL) stake by 3.2% in Q2 2026, buying an estimated $85K and bringing the position to 9,583 shares worth $2.77M. The position accounts for 0.78% of the portfolio, ranked #15.

Wheelhouse Advisory Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 4,241 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Wheelhouse Advisory Group held 9,583 shares of Apple worth $2.77M as of Q2 2026.
Wheelhouse Advisory Group bought 297 Apple shares in Q2 2026, an estimated $85K.
Apple made up 0.78% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #15 holding.
Wheelhouse Advisory Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
4,241 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.