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Dynamic Wealth Strategies’s Apple AAPL Stock Holding History

Dynamic Wealth Strategies’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 		$766K Sell
3,020
-233
-7% -$60.6K 0.44% 34
2025
Q4 		$884K Buy
3,253
+314
+11% +$84.3K 0.53% 33
2025
Q3 		$748K Buy
2,939
+125
+4% +$28.2K 0.5% 33
2025
Q2 		$577K Sell
2,814
-16
-0.6% -$3.23K 0.42% 34
2025
Q1 		$629K Sell
2,830
-54
-2% -$12.5K 0.52% 31
2024
Q4 		$722K Sell
2,884
-6
-0.2% -$1.41K 0.64% 27
2024
Q3 		$673K Sell
2,890
-5
-0.2% -$1.12K 0.55% 26
2024
Q2 		$610K Buy
2,895
+8
+0.3% +$1.49K 0.52% 30
2024
Q1 		$495K Buy
2,887
+171
+6% +$31.1K 0.42% 32
2023
Q4 		$523K Buy
+2,716
New +$501K 0.48% 30

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

Dynamic Wealth Strategies's AAPL Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Apple (AAPL) stake by 7.2% in Q1 2026, selling an estimated $60.6K and leaving 3,020 shares worth $766K. The position accounts for 0.44% of the portfolio, ranked #34.

Dynamic Wealth Strategies first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $884K in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Dynamic Wealth Strategies held 3,020 shares of Apple worth $766K as of Q1 2026.
  • Dynamic Wealth Strategies sold 233 Apple shares in Q1 2026, an estimated $60.6K.
  • Apple made up 0.44% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #34 holding.
  • Dynamic Wealth Strategies first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Apple position peaked at $884K in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.