Core Wealth Management’s Apple AAPL Stock Holding History

Core Wealth Management’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	$1.08M	Sell	4,237 -314	-7%	-$81.7K	0.33%	11
2025 Q4	$1.24M	Buy	4,551 +1,187	+35%	+$319K	0.39%	10
2025 Q3	$857K	Buy	3,364 +753	+29%	+$170K	0.28%	13
2025 Q2	$536K	Sell	2,611 -346	-12%	-$69.9K	0.19%	19
2025 Q1	$657K	Hold	2,957	–	–	0.25%	15
2024 Q4	$741K	Sell	2,957 -11	-0.4%	-$2.59K	0.29%	12
2024 Q3	$625K	Hold	2,968	–	–	0.25%	15
2024 Q2	$625K	Buy	2,968 +50	+2%	+$9.32K	0.25%	15
2024 Q1	$500K	Buy	2,918 +1,248	+75%	+$227K	0.22%	15
2023 Q4	$322K	Hold	1,670	–	–	0.15%	17
2023 Q3	$286K	Buy	1,670 +37	+2%	+$6.79K	0.15%	15
2023 Q2	$317K	Buy	1,633 +29	+2%	+$5.05K	0.16%	16
2023 Q1	$265K	Buy	+1,604	New	+$237K	0.14%	18

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

Core Wealth Management's AAPL Position: Q1 2026 in Review

Core Wealth Management reduced its Apple (AAPL) stake by 6.9% in Q1 2026, selling an estimated $81.7K and leaving 4,237 shares worth $1.08M. The position accounts for 0.33% of the portfolio, ranked #11.

Core Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Core Wealth Management held 4,237 shares of Apple worth $1.08M as of Q1 2026.
Core Wealth Management sold 314 Apple shares in Q1 2026, an estimated $81.7K.
Apple made up 0.33% of Core Wealth Management's portfolio in Q1 2026, its #11 holding.
Core Wealth Management first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
Core Wealth Management's Apple position peaked at $1.24M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.