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Daner Wealth Management’s Apple AAPL Stock Holding History

Daner 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 		$1.26M Sell
4,279
-448
-9% -$117K 0.74% 20
2025
Q4 		$1.29M Buy
4,727
+85
+2% +$22.8K 0.79% 19
2025
Q3 		$1.17M Buy
4,642
+225
+5% +$50.8K 0.76% 19
2025
Q2 		$1.01M Buy
+4,417
New +$892K 0.7% 22
2024
Q4 		$819K Buy
+3,447
New +$812K 0.6% 24

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

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

Daner Wealth Management reduced its Apple (AAPL) stake by 9.5% in Q1 2026, selling an estimated $117K and leaving 4,279 shares worth $1.26M. The position accounts for 0.74% of the portfolio, ranked #20.

Daner Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Daner Wealth Management held 4,279 shares of Apple worth $1.26M as of Q1 2026.
  • Daner Wealth Management sold 448 Apple shares in Q1 2026, an estimated $117K.
  • Apple made up 0.74% of Daner Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Daner Wealth Management first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Apple position peaked at $1.29M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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