Coastline Complete Wealth’s Apple AAPL Stock Holding History

Coastline Complete Wealth’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	$801K	Buy	3,154 +639	+25%	+$166K	0.5%	35
2025 Q4	$684K	Buy	+2,515	New	+$675K	0.43%	34

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coastline Complete Wealth's AAPL Position: Q1 2026 in Review

Coastline Complete Wealth increased its Apple (AAPL) stake by 25% in Q1 2026, buying an estimated $166K and bringing the position to 3,154 shares worth $801K. The position accounts for 0.5% of the portfolio, ranked #35.

Coastline Complete Wealth first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Coastline Complete Wealth held 3,154 shares of Apple worth $801K as of Q1 2026.
Coastline Complete Wealth bought 639 Apple shares in Q1 2026, an estimated $166K.
Apple made up 0.5% of Coastline Complete Wealth's portfolio in Q1 2026, its #35 holding.
Coastline Complete Wealth first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.