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Berry Wealth Group’s Apple AAPL Stock Holding History

Berry Wealth Group’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 		$2.98M Sell
11,753
-416
-3% -$108K 11.15% 3
2025
Q4 		$3.31M Sell
12,169
-848
-7% -$228K 11.62% 2
2025
Q3 		$3.31M Sell
13,017
-26,737
-67% -$6.04M 10.82% 2
2025
Q2 		$8.16M Buy
39,754
+356
+0.9% +$71.9K 5.71% 4
2025
Q1 		$8.75M Sell
39,398
-650
-2% -$151K 6.85% 1
2024
Q4 		$10M Sell
40,048
-855
-2% -$202K 7.23% 2
2024
Q3 		$9.53M Buy
40,903
+597
+1% +$133K 6.83% 1
2024
Q2 		$8.49M Buy
40,306
+1,060
+3% +$198K 6.78% 3
2024
Q1 		$6.73M Buy
39,246
+2,194
+6% +$399K 5.58% 5
2023
Q4 		$7.13M Buy
+37,052
New +$6.84M 6.56% 1

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

Berry Wealth Group's AAPL Position: Q1 2026 in Review

Berry Wealth Group reduced its Apple (AAPL) stake by 3.4% in Q1 2026, selling an estimated $108K and leaving 11,753 shares worth $2.98M. The position accounts for 11.15% of the portfolio, ranked #3.

Berry Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Berry Wealth Group held 11,753 shares of Apple worth $2.98M as of Q1 2026.
  • Berry Wealth Group sold 416 Apple shares in Q1 2026, an estimated $108K.
  • Apple made up 11.15% of Berry Wealth Group's portfolio in Q1 2026, its #3 holding.
  • Berry Wealth Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Apple position peaked at $10M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.