Denver Wealth Management’s Apple AAPL Stock Holding History

Denver 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	$7.78M	Sell	30,672 -531	-2%	-$138K	2.68%	8
2025 Q4	$8.48M	Sell	31,203 -126	-0.4%	-$33.8K	3.01%	7
2025 Q3	$7.98M	Sell	31,329 -1,234	-4%	-$279K	2.94%	7
2025 Q2	$6.68M	Sell	32,563 -199	-0.6%	-$40.2K	2.76%	9
2025 Q1	$7.28M	Sell	32,762 -251	-0.8%	-$58.1K	3.32%	7
2024 Q4	$8.27M	Sell	33,013 -1,104	-3%	-$260K	3.72%	5
2024 Q3	$7.95M	Sell	34,117 -1,001	-3%	-$224K	3.68%	5
2024 Q2	$7.4M	Sell	35,118 -887	-2%	-$165K	3.7%	5
2024 Q1	$6.17M	Sell	36,005 -3,849	-10%	-$700K	3.15%	7
2023 Q4	$7.67M	Buy	39,854 +267	+0.7%	+$49.3K	4.34%	6
2023 Q3	$6.78M	Sell	39,587 -306	-0.8%	-$56.1K	4.38%	7
2023 Q2	$7.74M	Sell	39,893 -546	-1%	-$95.1K	5.4%	4
2023 Q1	$6.67M	Sell	40,439 -1,289	-3%	-$190K	4.63%	5
2022 Q4	$5.42M	Buy	41,728 +263	+0.6%	+$37.6K	4.05%	8
2022 Q3	$5.73M	Buy	41,465 +721	+2%	+$113K	5.43%	6
2022 Q2	$5.57M	Buy	+40,744	New	+$6.17M	5.82%	6
2021 Q4	$6.29M	Buy	+35,405	New	+$5.6M	6.03%	8
2021 Q1	$5.8M	Buy	+33,201	New	+$4.26M	6.11%	7

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

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

Denver Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $138K and leaving 30,672 shares worth $7.78M. The position accounts for 2.68% of the portfolio, ranked #8.

Denver Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 18 quarters since. The position peaked at $8.48M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Denver Wealth Management held 30,672 shares of Apple worth $7.78M as of Q1 2026.
Denver Wealth Management sold 531 Apple shares in Q1 2026, an estimated $138K.
Apple made up 2.68% of Denver Wealth Management's portfolio in Q1 2026, its #8 holding.
Denver Wealth Management first reported a position in Apple in Q1 2021 and has held it in 18 quarters since.
Denver Wealth Management's Apple position peaked at $8.48M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.