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Whitaker-Myers Wealth Managers’s Apple AAPL Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.98M Buy
10,286
+278
+3% +$79.5K 0.5% 25
2026
Q1 		$2.54M Sell
10,008
-921
-8% -$240K 0.51% 26
2025
Q4 		$2.97M Sell
10,929
-43
-0.4% -$11.5K 0.62% 23
2025
Q3 		$2.79M Sell
10,972
-5,147
-32% -$1.16M 0.61% 23
2025
Q2 		$3.31M Sell
16,119
-2,439
-13% -$493K 0.83% 19
2025
Q1 		$4.12M Buy
18,558
+328
+2% +$76K 1.16% 18
2024
Q4 		$4.57M Buy
18,230
+2,330
+15% +$549K 1.33% 18
2024
Q3 		$3.7M Buy
15,900
+519
+3% +$116K 1.23% 17
2024
Q2 		$3.24M Buy
15,381
+1,284
+9% +$239K 1.2% 17
2024
Q1 		$2.42M Buy
14,097
+2,399
+21% +$436K 1.02% 14
2023
Q4 		$2.25M Buy
11,698
+1,081
+10% +$200K 1.12% 15
2023
Q3 		$1.82M Buy
10,617
+1,176
+12% +$216K 1.13% 17
2023
Q2 		$1.83M Buy
9,441
+621
+7% +$108K 1.23% 21
2023
Q1 		$1.45M Buy
8,820
+238
+3% +$35.1K 1.13% 24
2022
Q4 		$1.12M Buy
+8,582
New +$1.23M 1.07% 27

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

Whitaker-Myers Wealth Managers's AAPL Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Apple (AAPL) stake by 2.8% in Q2 2026, buying an estimated $79.5K and bringing the position to 10,286 shares worth $2.98M. The position accounts for 0.5% of the portfolio, ranked #25.

Whitaker-Myers Wealth Managers first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.57M in Q4 2024. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 10,286 shares of Apple worth $2.98M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 278 Apple shares in Q2 2026, an estimated $79.5K.
  • Apple made up 0.5% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #25 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Whitaker-Myers Wealth Managers's Apple position peaked at $4.57M in Q4 2024.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.