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Arcadia Wealth Management (New York)’s Apple AAPL Stock Holding History

Arcadia Wealth Management (New York)’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 		$1.85M Buy
7,303
+3,654
+100% +$951K 1% 22
2025
Q4 		$992K Sell
3,649
-35
-1% -$9.4K 0.57% 25
2025
Q3 		$938K Sell
3,684
-3,407
-48% -$770K 0.57% 27
2025
Q2 		$1.45M Hold
7,091
– – 0.99% 24
2025
Q1 		$1.58M Sell
7,091
-114
-2% -$26.4K 1.23% 22
2024
Q4 		$1.8M Buy
+7,205
New +$1.7M 1.53% 17

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

Arcadia Wealth Management (New York)'s AAPL Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Apple (AAPL) stake by 100% in Q1 2026, buying an estimated $951K and bringing the position to 7,303 shares worth $1.85M. The position accounts for 1% of the portfolio, ranked #22.

Arcadia Wealth Management (New York) first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Arcadia Wealth Management (New York) held 7,303 shares of Apple worth $1.85M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 3,654 Apple shares in Q1 2026, an estimated $951K.
  • Apple made up 1% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #22 holding.
  • Arcadia Wealth Management (New York) first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.