BetterWealth’s Apple AAPL Stock Holding History

BetterWealth’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	$44.5M	Buy	175,212 +43,131	+33%	+$11.2M	8.72%	4
2025 Q4	$35.9M	Sell	132,081 -712	-0.5%	-$191K	8.19%	4
2025 Q3	$33.8M	Sell	132,793 -11,793	-8%	-$2.66M	8.05%	4
2025 Q2	$29.7M	Sell	144,586 -2,898	-2%	-$585K	7.6%	5
2025 Q1	$32.8M	Sell	147,484 -30,396	-17%	-$7.04M	9.19%	3
2024 Q4	$44.5M	Buy	177,880 +36,631	+26%	+$8.63M	12.27%	2
2024 Q3	$32.9M	Sell	141,249 -5,249	-4%	-$1.17M	9.73%	2
2024 Q2	$30.9M	Sell	146,498 -3,890	-3%	-$725K	9.83%	2
2024 Q1	$25.8M	Sell	150,388 -2,980	-2%	-$542K	8.4%	2
2023 Q4	$29.5M	Buy	153,368 +1,129	+0.7%	+$208K	10.1%	2
2023 Q3	$26.1M	Buy	152,239 +2,010	+1%	+$369K	10.5%	2
2023 Q2	$29.1M	Sell	150,229 -11,637	-7%	-$2.03M	11.34%	2
2023 Q1	$26.7M	Sell	161,866 -3,651	-2%	-$539K	10.8%	2
2022 Q4	$21.5M	Sell	165,517 -511	-0.3%	-$73K	9.68%	2
2022 Q3	$22.9M	Sell	166,028 -7,828	-5%	-$1.23M	11.8%	2
2022 Q2	$23.8M	Buy	173,856 +2,412	+1%	+$365K	11.73%	2
2022 Q1	$29.9M	Sell	171,444 -7,410	-4%	-$1.25M	40.08%	1
2021 Q4	$31.8M	Buy	+178,854	New	+$28.3M	22.27%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BetterWealth's AAPL Position: Q1 2026 in Review

BetterWealth increased its Apple (AAPL) stake by 33% in Q1 2026, buying an estimated $11.2M and bringing the position to 175,212 shares worth $44.5M. The position accounts for 8.72% of the portfolio, ranked #4.

BetterWealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $44.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

BetterWealth held 175,212 shares of Apple worth $44.5M as of Q1 2026.
BetterWealth bought 43,131 Apple shares in Q1 2026, an estimated $11.2M.
Apple made up 8.72% of BetterWealth's portfolio in Q1 2026, its #4 holding.
BetterWealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
BetterWealth's Apple position peaked at $44.5M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.