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Ball & Co Wealth Management’s Apple AAPL Stock Holding History

Ball & Co 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 		$726K Buy
2,860
+2
+0.1% +$521 0.61% 12
2025
Q4 		$777K Sell
2,858
-17
-0.6% -$4.56K 0.5% 17
2025
Q3 		$732K Sell
2,875
-81
-3% -$18.3K 0.49% 17
2025
Q2 		$606K Buy
2,956
+4
+0.1% +$808 0.65% 11
2025
Q1 		$655K Sell
2,952
-830
-22% -$192K 0.7% 12
2024
Q4 		$947K Buy
+3,782
New +$891K 0.75% 10

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

Ball & Co Wealth Management's AAPL Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Apple (AAPL) stake by 0.07% in Q1 2026, buying an estimated $521 and bringing the position to 2,860 shares worth $726K. The position accounts for 0.61% of the portfolio, ranked #12.

Ball & Co Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $947K in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ball & Co Wealth Management held 2,860 shares of Apple worth $726K as of Q1 2026.
  • Ball & Co Wealth Management bought 2 Apple shares in Q1 2026, an estimated $521.
  • Apple made up 0.61% of Ball & Co Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Ball & Co Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Ball & Co Wealth Management's Apple position peaked at $947K in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.