Diversify Wealth Management’s Apple AAPL Stock Holding History

Diversify 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	$270	Buy	+100	New	+$26K	﹤0.01%	1156

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

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

Diversify Wealth Management increased its Apple (AAPL) stake by 270% in Q1 2026, buying an estimated $78.8M and bringing the position to 414,603 shares worth $112M. The position accounts for 2% of the portfolio, ranked #5.

Diversify Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Diversify Wealth Management held 414,603 shares of Apple worth $112M as of Q1 2026.
Diversify Wealth Management bought 302,610 Apple shares in Q1 2026, an estimated $78.8M.
Apple made up 2% of Diversify Wealth Management's portfolio in Q1 2026, its #5 holding.
Diversify Wealth Management first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.