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Destination Wealth Management’s Apple AAPL Stock Holding History

Destination 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 		$31.2K Hold
500
– – ﹤0.01% 310
2025
Q4 		$38K Buy
500
+300
+150% +$80.5K ﹤0.01% 293
2025
Q3 		$16.4K Hold
200
– – ﹤0.01% 284
2025
Q2 		$9.28K Buy
200
+100
+100% +$20.2K ﹤0.01% 267
2025
Q1 		$8.86K Hold
100
– – ﹤0.01% 248
2024
Q4 		$11.9K Hold
100
– – ﹤0.01% 238
2024
Q3 		$10.3K Hold
100
– – ﹤0.01% 229
2024
Q2 		$8.49K Hold
100
– – ﹤0.01% 207
2024
Q1 		$4.81K Hold
100
– – ﹤0.01% 218
2023
Q4 		$6.95K Hold
100
– – ﹤0.01% 203
2023
Q3 		$5.42K Hold
100
– – ﹤0.01% 199
2023
Q2 		$7.4K Hold
100
– – ﹤0.01% 199
2023
Q1 		$5.11K Buy
+100
New +$14.8K ﹤0.01% 208

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

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

Destination Wealth Management reduced its Apple (AAPL) stake by 0.62% in Q1 2026, selling an estimated $1.39M and leaving 857,480 shares worth $218M. The position accounts for 5.65% of the portfolio, ranked #1.

Destination Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Destination Wealth Management held 857,480 shares of Apple worth $218M as of Q1 2026.
  • Destination Wealth Management sold 5,337 Apple shares in Q1 2026, an estimated $1.39M.
  • Apple made up 5.65% of Destination Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Destination Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Destination Wealth Management's Apple position peaked at $235M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.