Axim Planning & Wealth’s Apple AAPL Stock Holding History

Axim Planning & Wealth’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	$459K	Sell	1,809 -527	-23%	-$137K	0.56%	32
2025 Q4	$635K	Buy	+2,336	New	+$627K	0.67%	27
2025 Q1	–	Sell	-1,000	Closed	-$250K	–	46
2024 Q4	$250K	Sell	1,000 -87	-8%	-$20.5K	0.27%	30
2024 Q3	$253K	Buy	1,087 +121	+13%	+$27K	0.29%	23
2024 Q2	$203K	Sell	966 -296	-23%	-$55.2K	0.24%	24
2024 Q1	$216K	Buy	1,262 +56	+5%	+$10.2K	0.18%	18
2023 Q4	$232K	Buy	+1,206	New	+$223K	0.21%	24
2022 Q4	–	Sell	-613	Closed	-$85K	–	27
2022 Q3	$85K	Buy	613 +200	+48%	+$31.4K	0.08%	32
2022 Q2	$56K	Buy	+413	New	+$62.5K	0.04%	41

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

Axim Planning & Wealth's AAPL Position: Q1 2026 in Review

Axim Planning & Wealth reduced its Apple (AAPL) stake by 23% in Q1 2026, selling an estimated $137K and leaving 1,809 shares worth $459K. The position accounts for 0.56% of the portfolio, ranked #32.

Axim Planning & Wealth first reported a position in AAPL in Q2 2022 and has held it in 9 quarters since. The position peaked at $635K in Q4 2025. 6,081 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Axim Planning & Wealth held 1,809 shares of Apple worth $459K as of Q1 2026.
Axim Planning & Wealth sold 527 Apple shares in Q1 2026, an estimated $137K.
Apple made up 0.56% of Axim Planning & Wealth's portfolio in Q1 2026, its #32 holding.
Axim Planning & Wealth first reported a position in Apple in Q2 2022 and has held it in 9 quarters since.
Axim Planning & Wealth's Apple position peaked at $635K in Q4 2025.
6,081 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.