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Buck Wealth Strategies’s Apple AAPL Stock Holding History

Buck Wealth Strategies’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 		$19.5M Buy
76,803
+1,586
+2% +$413K 2.41% 7
2025
Q4 		$20.4M Sell
75,217
-2,139
-3% -$574K 2.6% 6
2025
Q3 		$19.7M Buy
77,356
+702
+0.9% +$159K 2.7% 5
2025
Q2 		$15.7M Buy
76,654
+9,969
+15% +$2.01M 2.4% 7
2025
Q1 		$14.8M Buy
66,685
+6,812
+11% +$1.58M 2.69% 5
2024
Q4 		$15M Buy
59,873
+12,673
+27% +$2.99M 3.12% 5
2024
Q3 		$11M Sell
47,200
-5,767
-11% -$1.29M 3.46% 3
2024
Q2 		$11.2M Buy
52,967
+46,824
+762% +$8.73M 3.29% 4
2024
Q1 		$1.05M Sell
6,143
-41,991
-87% -$7.64M 0.36% 46
2023
Q4 		$9.27M Sell
48,134
-201
-0.4% -$37.1K 3.43% 2
2023
Q3 		$8.28M Sell
48,335
-1,160
-2% -$213K 3.33% 2
2023
Q2 		$9.6M Buy
49,495
+523
+1% +$91.1K 4.16% 2
2023
Q1 		$8.08M Buy
+48,972
New +$7.23M 3.94% 2
2022
Q3 		$7.7M Buy
+44,946
New +$7.05M 3.6% 2

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

Buck Wealth Strategies's AAPL Position: Q1 2026 in Review

Buck Wealth Strategies increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $413K and bringing the position to 76,803 shares worth $19.5M. The position accounts for 2.41% of the portfolio, ranked #7.

Buck Wealth Strategies first reported a position in AAPL in Q3 2022 and has held it in 14 quarters since. The position peaked at $20.4M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Buck Wealth Strategies held 76,803 shares of Apple worth $19.5M as of Q1 2026.
  • Buck Wealth Strategies bought 1,586 Apple shares in Q1 2026, an estimated $413K.
  • Apple made up 2.41% of Buck Wealth Strategies's portfolio in Q1 2026, its #7 holding.
  • Buck Wealth Strategies first reported a position in Apple in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Apple position peaked at $20.4M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.