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Axxcess Wealth Management’s Apple AAPL Stock Holding History

Axxcess Wealth Management’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 		– Hold
0
– -$158M – 375
2025
Q4 		– Hold
0
– – – 3
2025
Q3 		– Hold
0
– -$109M – 925
2025
Q2 		– Hold
0
– – – 3
2025
Q1 		– Hold
0
– – – 3
2024
Q4 		– Hold
0
– – – 4
2024
Q3 		– Hold
0
– – – 4
2024
Q2 		– Hold
0
– – – 4
2024
Q1 		– Sell
-452,639
Closed -$82.3M – 4
2023
Q4 		$84.8M Buy
+452,639
New +$83.6M 2.46% 4
2023
Q2 		– Sell
-240,104
Closed -$38M – 589
2023
Q1 		$38M Buy
+240,104
New +$35.4M 2.88% 3
2022
Q4 		– Sell
-230,993
Closed -$30.7M – 608
2022
Q3 		$30.7M Sell
230,993
-1,237
-0.5% -$194K 2.91% 3
2022
Q2 		$31M Buy
+232,230
New +$35.2M 2.85% 3
2022
Q1 		– Sell
-219,236
Closed -$37.9M – 627
2021
Q4 		$37.9M Buy
+219,236
New +$34.6M 2.76% 4

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

Axxcess Wealth Management's AAPL Position: Q1 2026 in Review

Axxcess Wealth Management opened a new position in Apple (AAPL) in Q1 2026: 552,896 shares worth $136M. The stake represents 4.36% of the portfolio and ranks #2 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AAPL as recently as Q3 2025.

Axxcess Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 6 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Axxcess Wealth Management held 552,896 shares of Apple worth $136M as of Q1 2026.
  • Apple was a new Axxcess Wealth Management position in Q1 2026.
  • Apple made up 4.36% of Axxcess Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Axxcess Wealth Management first reported a position in Apple in Q1 2022 and has held it in 6 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.