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Alpha Financial Partners’s Apple AAPL Stock Holding History

Alpha Financial Partners’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 		$1.97M Buy
7,747
+394
+5% +$103K 1.16% 16
2025
Q4 		$2M Buy
7,353
+204
+3% +$54.8K 1.22% 14
2025
Q3 		$1.82M Buy
7,149
+1,039
+17% +$235K 1.18% 16
2025
Q2 		$1.25M Buy
6,110
+519
+9% +$105K 0.9% 19
2025
Q1 		$1.24M Buy
5,591
+121
+2% +$28K 1% 14
2024
Q4 		$1.37M Sell
5,470
-785
-13% -$185K 1.08% 14
2024
Q3 		$1.46M Buy
6,255
+498
+9% +$111K 1.04% 25
2024
Q2 		$1.21M Buy
5,757
+554
+11% +$103K 1.05% 14
2024
Q1 		$892K Buy
5,203
+302
+6% +$54.9K 0.81% 20
2023
Q4 		$944K Buy
4,901
+208
+4% +$38.4K 0.93% 17
2023
Q3 		$803K Sell
4,693
-3,284
-41% -$602K 0.93% 20
2023
Q2 		$1.55M Sell
7,977
-454
-5% -$79.1K 1.65% 12
2023
Q1 		$1.39M Sell
8,431
-387
-4% -$57.1K 1.56% 11
2022
Q4 		$1.15M Buy
+8,818
New +$1.26M 1.39% 14

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

Alpha Financial Partners's AAPL Position: Q1 2026 in Review

Alpha Financial Partners increased its Apple (AAPL) stake by 5.4% in Q1 2026, buying an estimated $103K and bringing the position to 7,747 shares worth $1.97M. The position accounts for 1.16% of the portfolio, ranked #16.

Alpha Financial Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Alpha Financial Partners held 7,747 shares of Apple worth $1.97M as of Q1 2026.
  • Alpha Financial Partners bought 394 Apple shares in Q1 2026, an estimated $103K.
  • Apple made up 1.16% of Alpha Financial Partners's portfolio in Q1 2026, its #16 holding.
  • Alpha Financial Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Alpha Financial Partners's Apple position peaked at $2M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.