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Delap Wealth Advisory’s Apple AAPL Stock Holding History

Delap Wealth Advisory’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 		$5.59M Sell
22,027
-988
-4% -$257K 2.1% 16
2025
Q4 		$6.26M Buy
23,015
+5,373
+30% +$1.44M 2.42% 13
2025
Q3 		$4.51M Buy
17,642
+15,714
+815% +$3.55M 1.9% 15
2025
Q2 		$396K Sell
1,928
-15,721
-89% -$3.17M 0.19% 53
2025
Q1 		$3.92M Sell
17,649
-169
-0.9% -$39.2K 2.19% 10
2024
Q4 		$4.46M Buy
17,818
+394
+2% +$92.9K 2.67% 11
2024
Q3 		$4.06M Sell
17,424
-1,803
-9% -$403K 2.57% 12
2024
Q2 		$4.05M Sell
19,227
-26,442
-58% -$4.93M 1.86% 13
2024
Q1 		$7.83M Buy
45,669
+27,065
+145% +$4.92M 3.17% 6
2023
Q4 		$3.58M Buy
18,604
+219
+1% +$40.4K 1.62% 17
2023
Q3 		$3.15M Buy
18,385
+15,669
+577% +$2.87M 3.04% 10
2023
Q2 		$527K Sell
2,716
-16,416
-86% -$2.86M 0.52% 27
2023
Q1 		$3.15M Buy
19,132
+4,846
+34% +$715K 3.23% 10
2022
Q4 		$1.86M Buy
+14,286
New +$2.04M 1.94% 15

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

Delap Wealth Advisory's AAPL Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Apple (AAPL) stake by 4.3% in Q1 2026, selling an estimated $257K and leaving 22,027 shares worth $5.59M. The position accounts for 2.1% of the portfolio, ranked #16.

Delap Wealth Advisory first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.83M in Q1 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Delap Wealth Advisory held 22,027 shares of Apple worth $5.59M as of Q1 2026.
  • Delap Wealth Advisory sold 988 Apple shares in Q1 2026, an estimated $257K.
  • Apple made up 2.1% of Delap Wealth Advisory's portfolio in Q1 2026, its #16 holding.
  • Delap Wealth Advisory first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Delap Wealth Advisory's Apple position peaked at $7.83M in Q1 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.