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Wingate Wealth Advisors’s Apple AAPL Stock Holding History

Wingate Wealth 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 		$2.18M Sell
7,547
-789
-9% -$226K 0.96% 25
2026
Q1 		$2.12M Sell
8,336
-268
-3% -$69.7K 1.13% 24
2025
Q4 		$2.34M Buy
8,604
+375
+5% +$101K 1.31% 22
2025
Q3 		$2.1M Buy
8,229
+2,225
+37% +$503K 1.45% 23
2025
Q2 		$1.23M Sell
6,004
-524
-8% -$106K 1.1% 35
2025
Q1 		$1.45M Sell
6,528
-1,645
-20% -$381K 1.67% 21
2024
Q4 		$2.05M Buy
+8,173
New +$1.93M 2.01% 11

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

Wingate Wealth Advisors's AAPL Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Apple (AAPL) stake by 9.5% in Q2 2026, selling an estimated $226K and leaving 7,547 shares worth $2.18M. The position accounts for 0.96% of the portfolio, ranked #25.

Wingate Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wingate Wealth Advisors held 7,547 shares of Apple worth $2.18M as of Q2 2026.
  • Wingate Wealth Advisors sold 789 Apple shares in Q2 2026, an estimated $226K.
  • Apple made up 0.96% of Wingate Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Wingate Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Apple position peaked at $2.34M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.