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Babb Wealth Advisors’s Apple AAPL Stock Holding History

Babb Wealth Advisors’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 		– Sell
-961
Closed -$261K – 20
2025
Q4 		$261K Sell
961
-149
-13% -$40K 0.15% 17
2025
Q3 		$283K Buy
1,110
+101
+10% +$22.8K 0.18% 16
2025
Q2 		$207K Sell
1,009
-1,067
-51% -$215K 0.15% 17
2025
Q1 		$461K Buy
2,076
+331
+19% +$76.7K 0.37% 15
2024
Q4 		$437K Buy
+1,745
New +$411K 0.35% 15

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

Babb Wealth Advisors's AAPL Position: Q1 2026 in Review

Babb Wealth Advisors sold out of Apple (AAPL) in Q1 2026, closing a stake of 961 shares — an estimated $261K sold.

Babb Wealth Advisors first reported a position in AAPL in Q4 2024 and held it in 5 quarters. The position peaked at $461K in Q1 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Babb Wealth Advisors reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Babb Wealth Advisors sold 961 Apple shares in Q1 2026, an estimated $261K.
  • Babb Wealth Advisors first reported a position in Apple in Q4 2024 and held it in 5 quarters.
  • Babb Wealth Advisors's Apple position peaked at $461K in Q1 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Babb Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.