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Widmann Financial Services’s Apple AAPL Stock Holding History

Widmann Financial Services’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 		$8.17M Buy
28,220
+738
+3% +$211K 4.38% 4
2026
Q1 		$6.97M Sell
27,482
-165
-0.6% -$42.9K 4.15% 4
2025
Q4 		$7.52M Sell
27,647
-1,160
-4% -$311K 4.6% 3
2025
Q3 		$7.34M Buy
28,807
+371
+1% +$83.8K 4.61% 4
2025
Q2 		$5.83M Buy
28,436
+1,306
+5% +$264K 4.07% 5
2025
Q1 		$6.03M Sell
27,130
-643
-2% -$149K 4.68% 2
2024
Q4 		$6.95M Sell
27,773
-791
-3% -$186K 5.38% 2
2024
Q3 		$6.66M Sell
28,564
-368
-1% -$82.2K 5.04% 3
2024
Q2 		$6.09M Sell
28,932
-181
-0.6% -$33.8K 4.96% 3
2024
Q1 		$4.99M Buy
29,113
+353
+1% +$64.2K 4.19% 5
2023
Q4 		$5.54M Sell
28,760
-2,850
-9% -$526K 4.99% 3
2023
Q3 		$5.41M Sell
31,610
-424
-1% -$77.8K 5.39% 2
2023
Q2 		$6.21M Sell
32,034
-548
-2% -$95.5K 5.94% 2
2023
Q1 		$5.37M Buy
32,582
+271
+0.8% +$40K 5.42% 2
2022
Q4 		$4.2M Buy
32,311
+2
+0% +$286 4.4% 3
2022
Q3 		$4.47M Sell
32,309
-29
-0.1% -$4.55K 4.95% 2
2022
Q2 		$4.42M Sell
32,338
-38
-0.1% -$5.75K 4.57% 2
2022
Q1 		$5.65M Sell
32,376
-1,042
-3% -$175K 5.01% 3
2021
Q4 		$5.93M Buy
+33,418
New +$5.28M 4.89% 2

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

Widmann Financial Services's AAPL Position: Q2 2026 in Review

Widmann Financial Services increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $211K and bringing the position to 28,220 shares worth $8.17M. The position accounts for 4.38% of the portfolio, ranked #4.

Widmann Financial Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Widmann Financial Services held 28,220 shares of Apple worth $8.17M as of Q2 2026.
  • Widmann Financial Services bought 738 Apple shares in Q2 2026, an estimated $211K.
  • Apple made up 4.38% of Widmann Financial Services's portfolio in Q2 2026, its #4 holding.
  • Widmann Financial Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.