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
2025 Q2	–	Sell	-1,800	Closed	-$400K	–	107
2025 Q1	$400K	Buy	+1,800	New	+$417K	0.24%	69

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

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.