Morrissey Wealth Management, LLC’s Apple AAPL Stock Holding History

Morrissey Wealth Management, LLC’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	$435K	Buy	+1,303	New	+$373K	0.27%	21

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morrissey Wealth Management, LLC's AAPL Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in Apple (AAPL) in Q2 2026: 1,303 shares worth $435K. The stake represents 0.27% of the portfolio and ranks #21 among its holdings.

6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Morrissey Wealth Management, LLC held 1,303 shares of Apple worth $435K as of Q2 2026.
Apple was a new Morrissey Wealth Management, LLC position in Q2 2026.
Apple made up 0.27% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #21 holding.
6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.