49 Wealth Management’s Apple AAPL Stock Holding History

49 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 Q1	$7.09M	Buy	27,933 +200	+0.7%	+$52K	0.53%	22
2025 Q4	$7.54M	Sell	27,733 -271,187	-91%	-$72.8M	0.61%	21
2025 Q3	$15.4M	Buy	298,920 +40,543	+16%	+$9.16M	1.46%	15
2025 Q2	$16.6M	Buy	258,377 +230,850	+839%	+$46.6M	1.77%	14
2025 Q1	$6.11M	Sell	27,527 -1,686	-6%	-$391K	0.74%	26
2024 Q4	$7.32M	Buy	29,213 +633	+2%	+$149K	1.04%	22
2024 Q3	$6.66M	Sell	28,580 -1,251	-4%	-$279K	1.08%	20
2024 Q2	$6.47M	Buy	29,831 +4,627	+18%	+$863K	1.28%	20
2024 Q1	$4.29M	Buy	25,204 +2,312	+10%	+$420K	0.92%	23
2023 Q4	$4.41M	Buy	+22,892	New	+$4.23M	1.13%	22

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

49 Wealth Management's AAPL Position: Q1 2026 in Review

49 Wealth Management increased its Apple (AAPL) stake by 0.72% in Q1 2026, buying an estimated $52K and bringing the position to 27,933 shares worth $7.09M. The position accounts for 0.53% of the portfolio, ranked #22.

49 Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.6M in Q2 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

49 Wealth Management held 27,933 shares of Apple worth $7.09M as of Q1 2026.
49 Wealth Management bought 200 Apple shares in Q1 2026, an estimated $52K.
Apple made up 0.53% of 49 Wealth Management's portfolio in Q1 2026, its #22 holding.
49 Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Apple position peaked at $16.6M in Q2 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.