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Able Wealth Management’s Apple AAPL Stock Holding History

Able 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 		$4.45M Buy
17,538
+16,351
+1,378% +$4.26M 1.19% 29
2025
Q4 		$323K Sell
1,187
-12,832
-92% -$3.44M 0.1% 88
2025
Q3 		$3.57M Buy
14,019
+1,264
+10% +$286K 1.34% 23
2025
Q2 		$2.62M Buy
12,755
+824
+7% +$166K 1.32% 21
2025
Q1 		$2.65M Buy
11,931
+152
+1% +$35.2K 1.56% 19
2024
Q4 		$2.95M Buy
11,779
+728
+7% +$172K 1.94% 12
2024
Q3 		$2.58M Sell
11,051
-34
-0.3% -$7.59K 1.95% 13
2024
Q2 		$2.33M Buy
11,085
+114
+1% +$21.3K 1.92% 13
2024
Q1 		$1.88M Buy
10,971
+80
+0.7% +$14.5K 1.64% 15
2023
Q4 		$2.1M Buy
+10,891
New +$2.01M 1.9% 12

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

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

Able Wealth Management increased its Apple (AAPL) stake by 1,378% in Q1 2026, buying an estimated $4.26M and bringing the position to 17,538 shares worth $4.45M. The position accounts for 1.19% of the portfolio, ranked #29.

Able Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Able Wealth Management held 17,538 shares of Apple worth $4.45M as of Q1 2026.
  • Able Wealth Management bought 16,351 Apple shares in Q1 2026, an estimated $4.26M.
  • Apple made up 1.19% of Able Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Able Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.