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WPWealth’s Apple AAPL Stock Holding History

WPWealth’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 		$6.02M Sell
20,821
-6,055
-23% -$1.73M 0.89% 14
2026
Q1 		$6.82M Buy
26,876
+105
+0.4% +$27.3K 1.04% 13
2025
Q4 		$7.28M Buy
26,771
+1,023
+4% +$275K 1.14% 13
2025
Q3 		$6.56M Sell
25,748
-176
-0.7% -$39.8K 1.07% 13
2025
Q2 		$5.32M Buy
25,924
+360
+1% +$72.7K 0.96% 15
2025
Q1 		$5.68M Buy
25,564
+82
+0.3% +$19K 1.12% 10
2024
Q4 		$6.38M Sell
25,482
-599
-2% -$141K 1.3% 10
2024
Q3 		$6.08M Buy
26,081
+1,197
+5% +$267K 1.26% 11
2024
Q2 		$5.24M Buy
24,884
+112
+0.5% +$20.9K 1.27% 11
2024
Q1 		$4.25M Sell
24,772
-63
-0.3% -$11.5K 1.1% 13
2023
Q4 		$4.78M Sell
24,835
-806
-3% -$149K 1.48% 11
2023
Q3 		$4.39M Buy
25,641
+77
+0.3% +$14.1K 1.68% 11
2023
Q2 		$4.96M Buy
25,564
+176
+0.7% +$30.7K 2.13% 8
2023
Q1 		$4.19M Buy
25,388
+472
+2% +$69.6K 1.93% 10
2022
Q4 		$3.24M Buy
+24,916
New +$3.56M 1.69% 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 $3.37T 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

WPWealth's AAPL Position: Q2 2026 in Review

WPWealth reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $1.73M and leaving 20,821 shares worth $6.02M. The position accounts for 0.89% of the portfolio, ranked #14.

WPWealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.28M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WPWealth held 20,821 shares of Apple worth $6.02M as of Q2 2026.
  • WPWealth sold 6,055 Apple shares in Q2 2026, an estimated $1.73M.
  • Apple made up 0.89% of WPWealth's portfolio in Q2 2026, its #14 holding.
  • WPWealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • WPWealth's Apple position peaked at $7.28M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.