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Delos Wealth Advisors’s Apple AAPL Stock Holding History

Delos Wealth Advisors’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 		$7.14M Buy
28,151
+1,860
+7% +$484K 4.09% 5
2025
Q4 		$7.15M Buy
26,291
+124
+0.5% +$33.3K 4.71% 3
2025
Q3 		$6.66M Buy
26,167
+481
+2% +$109K 4.49% 6
2025
Q2 		$5.27M Sell
25,686
-1,304
-5% -$263K 4.1% 6
2025
Q1 		$6M Sell
26,990
-62
-0.2% -$14.4K 4.75% 4
2024
Q4 		$6.77M Buy
27,052
+15,554
+135% +$3.67M 5.4% 2
2024
Q3 		$2.68M Sell
11,498
-326
-3% -$72.8K 2.33% 16
2024
Q2 		$2.49M Buy
11,824
+3,453
+41% +$644K 2.41% 16
2024
Q1 		$1.44M Buy
8,371
+1,664
+25% +$303K 1.61% 26
2023
Q4 		$1.29M Buy
6,707
+444
+7% +$82K 1.87% 23
2023
Q3 		$1.18M Sell
6,263
-93
-1% -$17.1K 1.42% 27
2023
Q2 		$1.23M Sell
6,356
-120
-2% -$20.9K 1.57% 25
2023
Q1 		$1.07M Sell
6,476
-2,694
-29% -$398K 1.35% 27
2022
Q4 		$1.19M Sell
9,170
-2,755
-23% -$394K 1.84% 20
2022
Q3 		$1.65M Buy
11,925
+409
+4% +$64.2K 1.97% 24
2022
Q2 		$1.57M Buy
11,516
+123
+1% +$18.6K 1.76% 25
2022
Q1 		$1.99M Sell
11,393
-74
-0.6% -$12.4K 1.96% 27
2021
Q4 		$2.04M Buy
11,467
+168
+1% +$26.6K 1.94% 23
2021
Q3 		$1.6M Sell
11,299
-8,053
-42% -$1.19M 1.76% 24
2021
Q2 		$2.65M Buy
+19,352
New +$2.51M 3.31% 5

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

Delos Wealth Advisors's AAPL Position: Q1 2026 in Review

Delos Wealth Advisors increased its Apple (AAPL) stake by 7.1% in Q1 2026, buying an estimated $484K and bringing the position to 28,151 shares worth $7.14M. The position accounts for 4.09% of the portfolio, ranked #5.

Delos Wealth Advisors first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.15M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Delos Wealth Advisors held 28,151 shares of Apple worth $7.14M as of Q1 2026.
  • Delos Wealth Advisors bought 1,860 Apple shares in Q1 2026, an estimated $484K.
  • Apple made up 4.09% of Delos Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Delos Wealth Advisors first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Delos Wealth Advisors's Apple position peaked at $7.15M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.