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Discipline Wealth Solutions’s Apple AAPL Stock Holding History

Discipline Wealth Solutions’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 		$7.23M Buy
28,475
+3,907
+16% +$1.02M 0.76% 38
2025
Q4 		$6.68M Buy
24,568
+3,782
+18% +$1.02M 1.24% 19
2025
Q3 		$5.29M Buy
20,786
+4,877
+31% +$1.1M 1.4% 17
2025
Q2 		$3.26M Buy
15,909
+6,534
+70% +$1.32M 1.25% 14
2025
Q1 		$2.08M Buy
9,375
+1
+0% +$232 0.99% 19
2024
Q4 		$2.35M Buy
9,374
+733
+8% +$173K 1.09% 18
2024
Q3 		$2.01M Buy
+8,641
New +$1.93M 1.06% 14

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

Discipline Wealth Solutions's AAPL Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Apple (AAPL) stake by 16% in Q1 2026, buying an estimated $1.02M and bringing the position to 28,475 shares worth $7.23M. The position accounts for 0.76% of the portfolio, ranked #38.

Discipline Wealth Solutions first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Discipline Wealth Solutions held 28,475 shares of Apple worth $7.23M as of Q1 2026.
  • Discipline Wealth Solutions bought 3,907 Apple shares in Q1 2026, an estimated $1.02M.
  • Apple made up 0.76% of Discipline Wealth Solutions's portfolio in Q1 2026, its #38 holding.
  • Discipline Wealth Solutions first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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