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WPG Advisers’s Apple AAPL Stock Holding History

WPG Advisers’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 		$2.8M Buy
9,661
+1,417
+17% +$405K 1.64% 14
2026
Q1 		$2.09M Sell
8,244
-321
-4% -$83.5K 1.54% 14
2025
Q4 		$2.33M Buy
8,565
+478
+6% +$128K 1.73% 13
2025
Q3 		$2.06M Buy
8,087
+1,001
+14% +$226K 1.6% 14
2025
Q2 		$1.45M Sell
7,086
-1,118
-14% -$226K 1.23% 15
2025
Q1 		$1.82M Buy
8,204
+1,339
+20% +$310K 1.7% 13
2024
Q4 		$1.72M Buy
+6,865
New +$1.62M 1.6% 11

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 $3.38T AUM 44.17% 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

WPG Advisers's AAPL Position: Q2 2026 in Review

WPG Advisers increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $405K and bringing the position to 9,661 shares worth $2.8M. The position accounts for 1.64% of the portfolio, ranked #14.

WPG Advisers first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,151 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WPG Advisers held 9,661 shares of Apple worth $2.8M as of Q2 2026.
  • WPG Advisers bought 1,417 Apple shares in Q2 2026, an estimated $405K.
  • Apple made up 1.64% of WPG Advisers's portfolio in Q2 2026, its #14 holding.
  • WPG Advisers first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.