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Adams Wealth Management’s Apple AAPL Stock Holding History

Adams 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 		$2.37M Sell
9,353
-173
-2% -$45K 0.52% 57
2025
Q4 		$2.59M Sell
9,526
-754
-7% -$202K 0.55% 50
2025
Q3 		$2.62M Sell
10,280
-680
-6% -$154K 0.56% 49
2025
Q2 		$2.25M Sell
10,960
-2,335
-18% -$472K 0.43% 58
2025
Q1 		$2.95M Sell
13,295
-100
-0.7% -$23.2K 0.58% 44
2024
Q4 		$3.35M Buy
13,395
+1,014
+8% +$239K 0.64% 34
2024
Q3 		$2.88M Sell
12,381
-864
-7% -$193K 0.62% 34
2024
Q2 		$2.79M Sell
13,245
-1,278
-9% -$238K 0.64% 32
2024
Q1 		$2.49M Sell
14,523
-23
-0.2% -$4.18K 0.61% 32
2023
Q4 		$2.8M Sell
14,546
-334
-2% -$61.7K 0.83% 24
2023
Q3 		$2.55M Buy
14,880
+7,070
+91% +$1.3M 0.86% 20
2023
Q2 		$1.51M Sell
7,810
-71
-0.9% -$12.4K 0.47% 28
2023
Q1 		$1.3M Sell
7,881
-24
-0.3% -$3.54K 0.42% 33
2022
Q4 		$1.03M Sell
7,905
-20
-0.3% -$2.86K 0.36% 32
2022
Q3 		$1.09M Sell
7,925
-45
-0.6% -$7.06K 0.41% 26
2022
Q2 		$1.09M Buy
7,970
+174
+2% +$26.4K 0.41% 17
2022
Q1 		$1.36M Sell
7,796
-1,965
-20% -$330K 0.45% 17
2021
Q4 		$1.73M Sell
9,761
-2,362
-19% -$373K 0.51% 18
2021
Q3 		$1.72M Buy
12,123
+2,070
+21% +$305K 0.65% 17
2021
Q2 		$1.38M Sell
10,053
-253
-2% -$32.8K 0.59% 16
2021
Q1 		$1.26M Sell
10,306
-52
-0.5% -$6.67K 0.58% 16
2020
Q4 		$1.37M Sell
10,358
-1,214
-10% -$146K 0.86% 15
2020
Q3 		$1.34M Sell
11,572
-504
-4% -$55K 1.04% 13
2020
Q2 		$1.1M Sell
12,076
-10,688
-47% -$828K 1.13% 12
2020
Q1 		$1.45M Sell
22,764
-3,308
-13% -$243K 1.82% 10
2019
Q4 		$1.91M Buy
+26,072
New +$1.68M 1.61% 13

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

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

Adams Wealth Management reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $45K and leaving 9,353 shares worth $2.37M. The position accounts for 0.52% of the portfolio, ranked #57.

Adams Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.35M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Adams Wealth Management held 9,353 shares of Apple worth $2.37M as of Q1 2026.
  • Adams Wealth Management sold 173 Apple shares in Q1 2026, an estimated $45K.
  • Apple made up 0.52% of Adams Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Adams Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Adams Wealth Management's Apple position peaked at $3.35M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.