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Wise Wealth Partners’s Apple AAPL Stock Holding History

Wise Wealth Partners’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 		– Sell
-1,598
Closed -$406K – 44
2026
Q1 		$406K Sell
1,598
-144
-8% -$37.5K 0.55% 40
2025
Q4 		$474K Buy
1,742
+144
+9% +$38.7K 0.68% 35
2025
Q3 		$407K Hold
1,598
– – 0.62% 40
2025
Q2 		$328K Buy
1,598
+1
+0.1% +$202 0.55% 43
2025
Q1 		$355K Buy
1,597
+2
+0.1% +$463 0.85% 30
2024
Q4 		$400K Buy
+1,595
New +$376K 0.99% 23

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

Wise Wealth Partners's AAPL Position: Q2 2026 in Review

Wise Wealth Partners sold out of Apple (AAPL) in Q2 2026, closing a stake of 1,598 shares — an estimated $406K sold.

Wise Wealth Partners first reported a position in AAPL in Q4 2024 and held it in 6 quarters. The position peaked at $474K in Q4 2025. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wise Wealth Partners reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Wise Wealth Partners sold 1,598 Apple shares in Q2 2026, an estimated $406K.
  • Wise Wealth Partners first reported a position in Apple in Q4 2024 and held it in 6 quarters.
  • Wise Wealth Partners's Apple position peaked at $474K in Q4 2025.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.