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Winnow Wealth’s Apple AAPL Stock Holding History

Winnow 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 		$221K Buy
+763
New +$218K 0.15% 130
2026
Q1 		– Sell
-587
Closed -$160K – 127
2025
Q4 		$160K Buy
587
+27
+5% +$7.25K 0.12% 114
2025
Q3 		$143K Sell
560
-1,044
-65% -$236K 0.11% 110
2025
Q2 		$329K Buy
1,604
+1,000
+166% +$202K 0.25% 44
2025
Q1 		$134K Buy
604
+159
+36% +$36.8K 0.12% 104
2024
Q4 		$111K Buy
+445
New +$105K 0.11% 110

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

Winnow Wealth's AAPL Position: Q2 2026 in Review

Winnow Wealth opened a new position in Apple (AAPL) in Q2 2026: 763 shares worth $221K. The stake represents 0.15% of the portfolio and ranks #130 among its holdings. This is a return to the name: Winnow Wealth previously reported a position in AAPL as recently as Q4 2025.

Winnow Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q2 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Winnow Wealth held 763 shares of Apple worth $221K as of Q2 2026.
  • Apple was a new Winnow Wealth position in Q2 2026.
  • Apple made up 0.15% of Winnow Wealth's portfolio in Q2 2026, its #130 holding.
  • Winnow Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's Apple position peaked at $329K in Q2 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.