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Bestgate Wealth Advisors’s Apple AAPL Stock Holding History

Bestgate 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 		$501K Sell
1,974
-280
-12% -$72.9K 0.9% 25
2025
Q4 		$613K Sell
2,254
-132
-6% -$35.4K 1.08% 24
2025
Q3 		$608K Buy
2,386
+29
+1% +$6.55K 1.07% 22
2025
Q2 		$524K Hold
2,357
– – 1.09% 21
2025
Q1 		$524K Sell
2,357
-63
-3% -$14.6K 1.09% 21
2024
Q4 		$606K Buy
+2,420
New +$570K 1.22% 21

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

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

Bestgate Wealth Advisors reduced its Apple (AAPL) stake by 12% in Q1 2026, selling an estimated $72.9K and leaving 1,974 shares worth $501K. The position accounts for 0.9% of the portfolio, ranked #25.

Bestgate Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $613K in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bestgate Wealth Advisors held 1,974 shares of Apple worth $501K as of Q1 2026.
  • Bestgate Wealth Advisors sold 280 Apple shares in Q1 2026, an estimated $72.9K.
  • Apple made up 0.9% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Bestgate Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Bestgate Wealth Advisors's Apple position peaked at $613K in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.