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Windle Wealth’s Apple AAPL Stock Holding History

Windle Wealth’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 		$12.6M Buy
43,651
+312
+0.7% +$89.2K 5.08% 2
2026
Q1 		$11M Buy
43,339
+1,376
+3% +$358K 4.65% 4
2025
Q4 		$11.4M Sell
41,963
-1,317
-3% -$354K 5.11% 2
2025
Q3 		$11M Buy
43,280
+264
+0.6% +$59.6K 4.93% 3
2025
Q2 		$8.83M Buy
43,016
+2,239
+5% +$452K 4.31% 4
2025
Q1 		$9.06M Sell
40,777
-2,558
-6% -$593K 4.67% 1
2024
Q4 		$10.9M Sell
43,335
-101
-0.2% -$23.8K 6% 1
2024
Q3 		$10.1M Sell
43,436
-1,198
-3% -$268K 5.5% 1
2024
Q2 		$9.4M Buy
44,634
+7,545
+20% +$1.41M 5.73% 2
2024
Q1 		$6.36M Buy
37,089
+1,699
+5% +$309K 4.05% 14
2023
Q4 		$6.81M Sell
35,390
-1,487
-4% -$275K 4.78% 2
2023
Q3 		$6.31M Sell
36,877
-3,510
-9% -$644K 4.71% 5
2023
Q2 		$7.83M Sell
40,387
-550
-1% -$95.8K 5.65% 2
2023
Q1 		$6.75M Buy
40,937
+797
+2% +$118K 5% 3
2022
Q4 		$5.22M Buy
+40,140
New +$5.74M 4.07% 15

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

Windle Wealth's AAPL Position: Q2 2026 in Review

Windle Wealth increased its Apple (AAPL) stake by 0.72% in Q2 2026, buying an estimated $89.2K and bringing the position to 43,651 shares worth $12.6M. The position accounts for 5.08% of the portfolio, ranked #2.

Windle Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Windle Wealth held 43,651 shares of Apple worth $12.6M as of Q2 2026.
  • Windle Wealth bought 312 Apple shares in Q2 2026, an estimated $89.2K.
  • Apple made up 5.08% of Windle Wealth's portfolio in Q2 2026, its #2 holding.
  • Windle Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.