Darden Wealth Group’s Apple AAPL Stock Holding History

Darden Wealth Group’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	$8.56M	Sell	33,729 -1,147	-3%	-$299K	4.36%	3
2025 Q4	$9.48M	Buy	34,876 +144	+0.4%	+$38.7K	4.6%	3
2025 Q3	$8.84M	Sell	34,732 -1,016	-3%	-$230K	4.62%	3
2025 Q2	$7.33M	Sell	35,748 -3,958	-10%	-$799K	4.42%	4
2025 Q1	$8.82M	Sell	39,706 -1,104	-3%	-$256K	6.84%	2
2024 Q4	$10.2M	Sell	40,810 -896	-2%	-$211K	6.88%	2
2024 Q3	$9.72M	Buy	41,706 +1,892	+5%	+$423K	6.97%	2
2024 Q2	$8.39M	Buy	39,814 +2,753	+7%	+$513K	5.05%	3
2024 Q1	$6.36M	Sell	37,061 -1,208	-3%	-$220K	4.98%	3
2023 Q4	$7.37M	Buy	+38,269	New	+$7.07M	7.08%	2

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

Darden Wealth Group's AAPL Position: Q1 2026 in Review

Darden Wealth Group reduced its Apple (AAPL) stake by 3.3% in Q1 2026, selling an estimated $299K and leaving 33,729 shares worth $8.56M. The position accounts for 4.36% of the portfolio, ranked #3.

Darden Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Darden Wealth Group held 33,729 shares of Apple worth $8.56M as of Q1 2026.
Darden Wealth Group sold 1,147 Apple shares in Q1 2026, an estimated $299K.
Apple made up 4.36% of Darden Wealth Group's portfolio in Q1 2026, its #3 holding.
Darden Wealth Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's Apple position peaked at $10.2M in Q4 2024.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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