WWM
AAPL icon

WJ Wealth Management’s Apple AAPL Stock Holding History

WJ Wealth Management’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 		$1.47M Buy
5,086
+37
+0.7% +$10.6K 0.58% 37
2026
Q1 		$1.28M Sell
5,049
-400
-7% -$104K 0.6% 33
2025
Q4 		$1.48M Sell
5,449
-521
-9% -$140K 0.65% 30
2025
Q3 		$1.61M Sell
5,970
-6,184
-51% -$1.4M 0.71% 28
2025
Q2 		$2.49M Sell
12,154
-2,604
-18% -$526K 0.79% 32
2025
Q1 		$3.28M Sell
14,758
-3,024
-17% -$701K 1.16% 26
2024
Q4 		$4.45M Sell
17,782
-1,324
-7% -$312K 1.53% 23
2024
Q3 		$4.45M Buy
19,106
+3,026
+19% +$676K 1.57% 23
2024
Q2 		$3.39M Buy
16,080
+1,600
+11% +$298K 1.23% 23
2024
Q1 		$2.48M Buy
14,480
+536
+4% +$97.5K 0.99% 26
2023
Q4 		$2.68M Sell
13,944
-84
-0.6% -$15.5K 1.17% 25
2023
Q3 		$2.4M Buy
14,028
+270
+2% +$49.5K 1.17% 23
2023
Q2 		$2.67M Buy
13,758
+7,198
+110% +$1.25M 1.26% 20
2023
Q1 		$1.08M Sell
6,560
-6,560
-50% -$968K 0.73% 25
2022
Q4 		$1.7M Sell
13,120
-1,220
-9% -$174K 0.99% 19
2022
Q3 		$1.98M Sell
14,340
-770
-5% -$121K 1.24% 19
2022
Q2 		$2.07M Buy
15,110
+4,620
+44% +$700K 1.47% 16
2022
Q1 		$1.83M Buy
10,490
+100
+1% +$16.8K 1.22% 15
2021
Q4 		$1.84M Buy
10,390
+35
+0.3% +$5.53K 1.1% 20
2021
Q3 		$1.47M Buy
10,355
+50
+0.5% +$7.36K 0.97% 26
2021
Q2 		$1.41M Sell
10,305
-640
-6% -$82.9K 4.37% 6
2021
Q1 		$1.34M Buy
10,945
+106
+1% +$13.6K 4.16% 6
2020
Q4 		$1.44M Sell
10,839
-41
-0.4% -$4.93K 4.47% 6
2020
Q3 		$1.26M Sell
10,880
-11,648
-52% -$1.27M 4.08% 7
2020
Q2 		$2.05M Buy
22,528
+10,860
+93% +$842K 1.44% 14
2020
Q1 		$742K Buy
11,668
+812
+7% +$59.7K 2.67% 11
2019
Q4 		$797K Buy
+10,856
New +$698K 2.01% 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

WJ Wealth Management's AAPL Position: Q2 2026 in Review

WJ Wealth Management increased its Apple (AAPL) stake by 0.73% in Q2 2026, buying an estimated $10.6K and bringing the position to 5,086 shares worth $1.47M. The position accounts for 0.58% of the portfolio, ranked #37.

WJ Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.45M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WJ Wealth Management held 5,086 shares of Apple worth $1.47M as of Q2 2026.
  • WJ Wealth Management bought 37 Apple shares in Q2 2026, an estimated $10.6K.
  • Apple made up 0.58% of WJ Wealth Management's portfolio in Q2 2026, its #37 holding.
  • WJ Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • WJ Wealth Management's Apple position peaked at $4.45M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.