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Whipplewood Advisors’s Apple AAPL Stock Holding History

Whipplewood 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 		$2.24M Sell
7,727
-6,021
-44% -$1.72M 1.5% 14
2026
Q1 		$3.49M Buy
13,748
+693
+5% +$180K 1.81% 9
2025
Q4 		$3.55M Buy
13,055
+51
+0.4% +$13.7K 2.28% 7
2025
Q3 		$3.31M Sell
13,004
-3,427
-21% -$774K 2.18% 9
2025
Q2 		$3.37M Sell
16,431
-2,550
-13% -$515K 1.85% 10
2025
Q1 		$3.9M Buy
18,981
+1,036
+6% +$240K 2.3% 3
2024
Q4 		$4.49M Buy
+17,945
New +$4.23M 2.55% 3

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

Whipplewood Advisors's AAPL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Apple (AAPL) stake by 44% in Q2 2026, selling an estimated $1.72M and leaving 7,727 shares worth $2.24M. The position accounts for 1.5% of the portfolio, ranked #14.

Whipplewood Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.49M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Whipplewood Advisors held 7,727 shares of Apple worth $2.24M as of Q2 2026.
  • Whipplewood Advisors sold 6,021 Apple shares in Q2 2026, an estimated $1.72M.
  • Apple made up 1.5% of Whipplewood Advisors's portfolio in Q2 2026, its #14 holding.
  • Whipplewood Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Apple position peaked at $4.49M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.