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Defined Wealth Management’s Apple AAPL Stock Holding History

Defined 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 		$2.97M Sell
11,709
-156
-1% -$40.6K 1.74% 19
2025
Q4 		$3.23M Buy
11,865
+299
+3% +$80.3K 1.86% 18
2025
Q3 		$2.95M Sell
11,566
-9
-0.1% -$2.03K 1.71% 19
2025
Q2 		$2.37M Buy
11,575
+223
+2% +$45K 1.47% 22
2025
Q1 		$2.52M Buy
11,352
+96
+0.9% +$22.2K 1.7% 18
2024
Q4 		$2.82M Buy
11,256
+286
+3% +$67.4K 1.87% 18
2024
Q3 		$2.56M Buy
10,970
+280
+3% +$62.5K 1.66% 18
2024
Q2 		$2.25M Buy
10,690
+247
+2% +$46.1K 1.57% 19
2024
Q1 		$1.79M Sell
10,443
-36
-0.3% -$6.55K 1.29% 22
2023
Q4 		$2.02M Buy
10,479
+105
+1% +$19.4K 1.54% 19
2023
Q3 		$1.78M Buy
10,374
+382
+4% +$70.1K 1.51% 20
2023
Q2 		$1.94M Sell
9,992
-305
-3% -$53.1K 1.64% 18
2023
Q1 		$1.7M Sell
10,297
-1,347
-12% -$199K 1.59% 19
2022
Q4 		$1.51M Buy
11,644
+18
+0.2% +$2.57K 1.42% 20
2022
Q3 		$1.61M Buy
11,626
+5
+0% +$785 1.75% 15
2022
Q2 		$1.59M Buy
11,621
+5
+0% +$757 1.63% 16
2022
Q1 		$2.03M Buy
11,616
+5
+0% +$841 1.78% 16
2021
Q4 		$2.06M Buy
11,611
+6
+0.1% +$948 1.69% 18
2021
Q3 		$1.64M Sell
11,605
-68
-0.6% -$10K 1.46% 20
2021
Q2 		$1.6M Sell
11,673
-264
-2% -$34.2K 1.42% 20
2021
Q1 		$1.46M Buy
11,937
+20
+0.2% +$2.57K 1.38% 20
2020
Q4 		$1.58M Buy
+11,917
New +$1.43M 1.56% 17

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

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

Defined Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $40.6K and leaving 11,709 shares worth $2.97M. The position accounts for 1.74% of the portfolio, ranked #19.

Defined Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.23M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Defined Wealth Management held 11,709 shares of Apple worth $2.97M as of Q1 2026.
  • Defined Wealth Management sold 156 Apple shares in Q1 2026, an estimated $40.6K.
  • Apple made up 1.74% of Defined Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Defined Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Defined Wealth Management's Apple position peaked at $3.23M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.