Aspen Wealth Strategies’s Apple AAPL Stock Holding History

Aspen Wealth Strategies’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	$2.49M	Buy	9,817 +23	+0.2%	+$5.99K	1.33%	16
2025 Q4	$2.66M	Sell	9,794 -179	-2%	-$48.1K	1.46%	16
2025 Q3	$2.54M	Buy	9,973 +12	+0.1%	+$2.71K	1.41%	15
2025 Q2	$2.04M	Sell	9,961 -6,094	-38%	-$1.23M	1.23%	16
2025 Q1	$3.57M	Sell	16,055 -18	-0.1%	-$4.17K	2.34%	10
2024 Q4	$4.02M	Buy	16,073 +97	+0.6%	+$22.9K	2.57%	9
2024 Q3	$3.72M	Sell	15,976 -227	-1%	-$50.7K	2.4%	9
2024 Q2	$3.71M	Sell	16,203 -387	-2%	-$72.2K	2.58%	9
2024 Q1	$2.84M	Sell	16,590 -710	-4%	-$129K	1.96%	11
2023 Q4	$3.33M	Buy	17,300 +14	+0.1%	+$2.58K	2.42%	9
2023 Q3	$2.96M	Buy	17,286 +120	+0.7%	+$22K	2.31%	10
2023 Q2	$3.33M	Sell	17,166 -1,253	-7%	-$218K	2.53%	9
2023 Q1	$3.04M	Sell	18,419 -159	-0.9%	-$23.5K	2.36%	10
2022 Q4	$2.41M	Buy	+18,578	New	+$2.66M	1.93%	10

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

Aspen Wealth Strategies's AAPL Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Apple (AAPL) stake by 0.23% in Q1 2026, buying an estimated $5.99K and bringing the position to 9,817 shares worth $2.49M. The position accounts for 1.33% of the portfolio, ranked #16.

Aspen Wealth Strategies first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.02M in Q4 2024. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Aspen Wealth Strategies held 9,817 shares of Apple worth $2.49M as of Q1 2026.
Aspen Wealth Strategies bought 23 Apple shares in Q1 2026, an estimated $5.99K.
Apple made up 1.33% of Aspen Wealth Strategies's portfolio in Q1 2026, its #16 holding.
Aspen Wealth Strategies first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's Apple position peaked at $4.02M in Q4 2024.
6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.