WMS Group’s Apple AAPL Stock Holding History

WMS 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	$3.94M	Sell	13,603 -54	-0.4%	-$15.4K	5.08%	5
2026 Q1	$3.47M	Sell	13,657 -3,208	-19%	-$835K	5.04%	5
2025 Q4	$4.58M	Buy	+16,865	New	+$4.53M	5.83%	3

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WMS Group's AAPL Position: Q2 2026 in Review

WMS Group reduced its Apple (AAPL) stake by 0.4% in Q2 2026, selling an estimated $15.4K and leaving 13,603 shares worth $3.94M. The position accounts for 5.08% of the portfolio, ranked #5.

WMS Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.58M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

WMS Group held 13,603 shares of Apple worth $3.94M as of Q2 2026.
WMS Group sold 54 Apple shares in Q2 2026, an estimated $15.4K.
Apple made up 5.08% of WMS Group's portfolio in Q2 2026, its #5 holding.
WMS Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
WMS Group's Apple position peaked at $4.58M in Q4 2025.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.