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Daymark Wealth Partners’s Apple AAPL Stock Holding History

Daymark Wealth Partners’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 		$205M Sell
808,141
-57,581
-7% -$15M 6.45% 1
2025
Q4 		$235M Buy
865,722
+76,086
+10% +$20.4M 7.5% 1
2025
Q3 		$201M Buy
789,636
+15,299
+2% +$3.46M 6.83% 1
2025
Q2 		$159M Buy
774,337
+9,194
+1% +$1.86M 6.04% 2
2025
Q1 		$170M Sell
765,143
-128,456
-14% -$29.8M 7.3% 1
2024
Q4 		$190M Sell
893,599
-3,560
-0.4% -$839K 8.02% 1
2024
Q3 		$177M Sell
897,159
-10,743
-1% -$2.4M 7.51% 1
2024
Q2 		$163M Buy
907,902
+84,076
+10% +$15.7M 7.46% 1
2024
Q1 		$118M Buy
823,826
+273
+0% +$49.6K 6.35% 1
2023
Q4 		$133M Buy
823,553
+10,098
+1% +$1.86M 8.14% 1
2023
Q3 		$118M Buy
813,455
+228,129
+39% +$41.8M 8.1% 1
2023
Q2 		$114M Buy
585,326
+328,740
+128% +$57.3M 8.43% 1
2023
Q1 		$42.3M Buy
256,586
+27,954
+12% +$4.12M 5.61% 2
2022
Q4 		$29.7M Buy
+228,632
New +$32.7M 5.26% 2

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

Daymark Wealth Partners's AAPL Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Apple (AAPL) stake by 6.7% in Q1 2026, selling an estimated $15M and leaving 808,141 shares worth $205M. The position accounts for 6.45% of the portfolio, ranked #1.

Daymark Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $235M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Daymark Wealth Partners held 808,141 shares of Apple worth $205M as of Q1 2026.
  • Daymark Wealth Partners sold 57,581 Apple shares in Q1 2026, an estimated $15M.
  • Apple made up 6.45% of Daymark Wealth Partners's portfolio in Q1 2026, its #1 holding.
  • Daymark Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Apple position peaked at $235M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.