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Wiser Advisor Group’s Apple AAPL Stock Holding History

Wiser Advisor Group’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 		$5.79M Sell
19,993
-1,861
-9% -$532K 6.33% 1
2026
Q1 		$5.55M Sell
21,854
-820
-4% -$213K 6.7% 1
2025
Q4 		$6.16M Sell
22,674
-597
-3% -$160K 7.05% 1
2025
Q3 		$5.93M Sell
23,271
-196
-0.8% -$44.3K 7.37% 1
2025
Q2 		$4.81M Sell
23,467
-1,953
-8% -$394K 8.36% 2
2025
Q1 		$5.65M Sell
25,420
-328
-1% -$76K 8.34% 1
2024
Q4 		$6.45M Buy
25,748
+106
+0.4% +$25K 9.38% 1
2024
Q3 		$5.97M Buy
25,642
+150
+0.6% +$33.5K 8.92% 1
2024
Q2 		$5.37M Sell
25,492
-465
-2% -$86.7K 8.44% 1
2024
Q1 		$4.45M Buy
25,957
+816
+3% +$148K 6.98% 2
2023
Q4 		$4.84M Buy
+25,141
New +$4.64M 8.05% 1

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

Wiser Advisor Group's AAPL Position: Q2 2026 in Review

Wiser Advisor Group reduced its Apple (AAPL) stake by 8.5% in Q2 2026, selling an estimated $532K and leaving 19,993 shares worth $5.79M. The position accounts for 6.33% of the portfolio, ranked #1.

Wiser Advisor Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.45M in Q4 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wiser Advisor Group held 19,993 shares of Apple worth $5.79M as of Q2 2026.
  • Wiser Advisor Group sold 1,861 Apple shares in Q2 2026, an estimated $532K.
  • Apple made up 6.33% of Wiser Advisor Group's portfolio in Q2 2026, its #1 holding.
  • Wiser Advisor Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Apple position peaked at $6.45M in Q4 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.