Correct Capital Wealth Management’s Apple AAPL Stock Holding History

Correct Capital 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	$6.59M	Buy	25,975 +924	+4%	+$240K	1.23%	16
2025 Q4	$6.81M	Sell	25,051 -2,537	-9%	-$681K	1.28%	13
2025 Q3	$7.02M	Sell	27,588 -1,356	-5%	-$306K	1.16%	16
2025 Q2	$5.94M	Sell	28,944 -2,641	-8%	-$533K	0.87%	16
2025 Q1	$7.02M	Sell	31,585 -1,519	-5%	-$352K	1.13%	14
2024 Q4	$8.29M	Sell	33,104 -1,383	-4%	-$326K	1.65%	12
2024 Q3	$8.04M	Sell	34,487 -180	-0.5%	-$40.2K	1.78%	12
2024 Q2	$7.3M	Buy	34,667 +1,227	+4%	+$229K	1.71%	14
2024 Q1	$5.73M	Buy	33,440 +1,019	+3%	+$185K	1.32%	17
2023 Q4	$6.24M	Buy	+32,421	New	+$5.99M	1.58%	15

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

Correct Capital Wealth Management's AAPL Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Apple (AAPL) stake by 3.7% in Q1 2026, buying an estimated $240K and bringing the position to 25,975 shares worth $6.59M. The position accounts for 1.23% of the portfolio, ranked #16.

Correct Capital Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.29M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Correct Capital Wealth Management held 25,975 shares of Apple worth $6.59M as of Q1 2026.
Correct Capital Wealth Management bought 924 Apple shares in Q1 2026, an estimated $240K.
Apple made up 1.23% of Correct Capital Wealth Management's portfolio in Q1 2026, its #16 holding.
Correct Capital Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Apple position peaked at $8.29M in Q4 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.