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Adapt Wealth Advisors’s Apple AAPL Stock Holding History

Adapt Wealth Advisors’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 		$2.91M Sell
11,474
-1,277
-10% -$332K 1.05% 23
2025
Q4 		$3.47M Sell
12,751
-180
-1% -$48.3K 1.19% 20
2025
Q3 		$3.29M Buy
12,931
+6,674
+107% +$1.51M 1.22% 20
2025
Q2 		$1.28M Buy
6,257
+30
+0.5% +$6.06K 0.57% 26
2025
Q1 		$1.38M Sell
6,227
-254
-4% -$58.8K 0.67% 25
2024
Q4 		$1.62M Buy
6,481
+57
+0.9% +$13.4K 0.8% 27
2024
Q3 		$1.5M Buy
6,424
+87
+1% +$19.4K 0.8% 27
2024
Q2 		$1.33M Buy
6,337
+1,276
+25% +$238K 0.84% 27
2024
Q1 		$868K Buy
+5,061
New +$920K 0.62% 28

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

Adapt Wealth Advisors's AAPL Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Apple (AAPL) stake by 10% in Q1 2026, selling an estimated $332K and leaving 11,474 shares worth $2.91M. The position accounts for 1.05% of the portfolio, ranked #23.

Adapt Wealth Advisors first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.47M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Adapt Wealth Advisors held 11,474 shares of Apple worth $2.91M as of Q1 2026.
  • Adapt Wealth Advisors sold 1,277 Apple shares in Q1 2026, an estimated $332K.
  • Apple made up 1.05% of Adapt Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Adapt Wealth Advisors first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Apple position peaked at $3.47M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.