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Axiom Financial Strategies’s Apple AAPL Stock Holding History

Axiom Financial 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 		$207K Sell
814
-191
-19% -$49.7K 0.07% 32
2025
Q4 		$273K Sell
1,005
-194
-16% -$52.1K 0.12% 45
2025
Q3 		$305K Sell
1,199
-429
-26% -$96.9K 0.13% 39
2025
Q2 		$334K Sell
1,628
-1,582
-49% -$319K 0.19% 29
2025
Q1 		$713K Sell
3,210
-48
-1% -$11.1K 0.42% 22
2024
Q4 		$816K Sell
3,258
-398
-11% -$93.8K 0.46% 24
2024
Q3 		$852K Buy
+3,656
New +$816K 0.45% 24
2024
Q2 		– Sell
-4,570
Closed -$784K – 27
2024
Q1 		$784K Buy
4,570
+170
+4% +$30.9K 0.5% 25
2023
Q4 		$847K Buy
4,400
+2
+0% +$369 0.55% 25
2023
Q3 		$753K Sell
4,398
-52
-1% -$9.54K 0.51% 26
2023
Q2 		$863K Sell
4,450
-400
-8% -$69.7K 0.5% 28
2023
Q1 		$800K Sell
4,850
-57
-1% -$8.41K 0.44% 26
2022
Q4 		$638K Sell
4,907
-8,907
-64% -$1.27M 0.4% 29
2022
Q3 		$1.91M Buy
13,814
+822
+6% +$129K 1.02% 22
2022
Q2 		$1.78M Buy
12,992
+79
+0.6% +$12K 0.93% 22
2022
Q1 		$2.01M Sell
12,913
-205
-2% -$34.5K 1.01% 21
2021
Q4 		$2.33M Buy
13,118
+785
+6% +$124K 1.06% 20
2021
Q3 		$1.75M Buy
12,333
+10
+0.1% +$1.47K 0.82% 26
2021
Q2 		$1.69M Buy
12,323
+225
+2% +$29.2K 0.78% 22
2021
Q1 		$1.48M Buy
12,098
+702
+6% +$90.1K 0.73% 23
2020
Q4 		$1.32M Hold
11,396
– – 0.79% 23
2020
Q3 		$1.32M Sell
11,396
-300
-3% -$32.7K 0.79% 23
2020
Q2 		$1.07M Buy
11,696
+988
+9% +$76.6K 0.7% 26
2020
Q1 		$681K Buy
+10,708
New +$787K 0.55% 30

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

Axiom Financial Strategies's AAPL Position: Q1 2026 in Review

Axiom Financial Strategies reduced its Apple (AAPL) stake by 19% in Q1 2026, selling an estimated $49.7K and leaving 814 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #32.

Axiom Financial Strategies first reported a position in AAPL in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.33M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Axiom Financial Strategies held 814 shares of Apple worth $207K as of Q1 2026.
  • Axiom Financial Strategies sold 191 Apple shares in Q1 2026, an estimated $49.7K.
  • Apple made up 0.07% of Axiom Financial Strategies's portfolio in Q1 2026, its #32 holding.
  • Axiom Financial Strategies first reported a position in Apple in Q1 2020 and has held it in 24 quarters since.
  • Axiom Financial Strategies's Apple position peaked at $2.33M in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.