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1776 Wealth’s Apple AAPL Stock Holding History

1776 Wealth’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
Q1 		$31.6M Buy
124,496
+274
+0.2% +$71.3K 12.42% 1
2025
Q4 		$33.8M Buy
124,222
+14
+0% +$3.76K 12.71% 1
2025
Q3 		$31.6M Sell
124,208
-627
-0.5% -$142K 12.19% 1
2025
Q2 		$25.6M Sell
124,835
-28
-0% -$5.66K 10.55% 1
2025
Q1 		$27.7M Sell
124,863
-817
-0.7% -$189K 12.74% 1
2024
Q4 		$14.2M Buy
125,680
+169
+0.1% +$39.8K 6.53% 3
2024
Q3 		$29.2M Sell
125,511
-4,302
-3% -$961K 13.09% 1
2024
Q2 		$27.3M Buy
129,813
+66
+0.1% +$12.3K 12.3% 1
2024
Q1 		$22.2M Sell
129,747
-6
-0% -$1.09K 10.53% 1
2023
Q4 		$25M Buy
129,753
+3,892
+3% +$719K 12.38% 1
2023
Q3 		$21.5M Buy
125,861
+850
+0.7% +$156K 11.39% 1
2023
Q2 		$24.2M Sell
125,011
-7,733
-6% -$1.35M 12.77% 1
2023
Q1 		$21.9M Buy
132,744
+5,046
+4% +$745K 13.15% 1
2022
Q4 		$16.6M Buy
127,698
+1,569
+1% +$224K 11.89% 1
2022
Q3 		$17.4M Buy
126,129
+461
+0.4% +$72.4K 13.23% 1
2022
Q2 		$17.2M Buy
125,668
+801
+0.6% +$121K 12.06% 1
2022
Q1 		$21.8M Buy
124,867
+4,984
+4% +$838K 12.59% 1
2021
Q4 		$21.3M Buy
119,883
+3,302
+3% +$522K 11.44% 2
2021
Q3 		$16.4M Buy
116,581
+2,256
+2% +$332K 9.35% 3
2021
Q2 		$15.7M Sell
114,325
-213
-0.2% -$27.6K 8.83% 2
2021
Q1 		$13.5M Sell
114,538
-4,532
-4% -$582K 8.49% 3
2020
Q4 		$15.8M Sell
119,070
-251
-0.2% -$30.2K 9.89% 2
2020
Q3 		$13.8M Sell
119,321
-4,963
-4% -$542K 10.03% 3
2020
Q2 		$11.3M Sell
124,284
-113,652
-48% -$8.81M 7.78% 4
2020
Q1 		$16.3M Buy
237,936
+119,136
+100% +$8.76M 6.91% 3
2019
Q4 		$8.78M Buy
+118,800
New +$7.64M 7.47% 3

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1776 Wealth's AAPL Position: Q1 2026 in Review

1776 Wealth increased its Apple (AAPL) stake by 0.22% in Q1 2026, buying an estimated $71.3K and bringing the position to 124,496 shares worth $31.6M. The position accounts for 12.42% of the portfolio, ranked #1.

1776 Wealth first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $33.8M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • 1776 Wealth held 124,496 shares of Apple worth $31.6M as of Q1 2026.
  • 1776 Wealth bought 274 Apple shares in Q1 2026, an estimated $71.3K.
  • Apple made up 12.42% of 1776 Wealth's portfolio in Q1 2026, its #1 holding.
  • 1776 Wealth first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's Apple position peaked at $33.8M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.