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Woodside Wealth Management’s Apple AAPL Stock Holding History

Woodside 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 		$382K Hold
1,321
– – 0.27% 32
2026
Q1 		$335K Sell
1,321
-112
-8% -$29.1K 0.26% 33
2025
Q4 		$390K Buy
1,433
+318
+29% +$85.4K 0.29% 32
2025
Q3 		$284K Hold
1,115
– – 0.22% 35
2025
Q2 		$229K Hold
1,115
– – 0.2% 36
2025
Q1 		$248K Buy
+1,115
New +$258K 0.23% 34

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

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

Woodside Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 1,321 shares worth $382K. The position accounts for 0.27% of the portfolio, ranked #32.

Woodside Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $390K in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Woodside Wealth Management held 1,321 shares of Apple worth $382K as of Q2 2026.
  • Woodside Wealth Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.27% of Woodside Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Woodside Wealth Management first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • Woodside Wealth Management's Apple position peaked at $390K in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.