XXI Wealth LLC’s Apple AAPL Stock Holding History

XXI Wealth LLC’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	$10M	Buy	34,600 +2,172	+7%	+$621K	4.6%	2
2026 Q1	$8.23M	Buy	32,428 +2,954	+10%	+$769K	4.66%	2
2025 Q4	$8.01M	Buy	+29,474	New	+$7.91M	4.87%	2

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

XXI Wealth LLC's AAPL Position: Q2 2026 in Review

XXI Wealth LLC increased its Apple (AAPL) stake by 6.7% in Q2 2026, buying an estimated $621K and bringing the position to 34,600 shares worth $10M. The position accounts for 4.6% of the portfolio, ranked #2.

XXI Wealth LLC first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

XXI Wealth LLC held 34,600 shares of Apple worth $10M as of Q2 2026.
XXI Wealth LLC bought 2,172 Apple shares in Q2 2026, an estimated $621K.
Apple made up 4.6% of XXI Wealth LLC's portfolio in Q2 2026, its #2 holding.
XXI Wealth LLC first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.