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Dynasty Wealth Management’s Apple AAPL Stock Holding History

Dynasty 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 		$22M Sell
86,699
-453
-0.5% -$118K 0.19% 54
2025
Q4 		$23.7M Buy
87,152
+6,586
+8% +$1.77M 0.23% 53
2025
Q3 		$20.5M Buy
80,566
+64,374
+398% +$14.5M 0.27% 44
2025
Q2 		$3.32M Sell
16,192
-26,821
-62% -$5.42M 0.06% 63
2025
Q1 		$9.55M Buy
43,013
+13,185
+44% +$3.05M 0.16% 47
2024
Q4 		$7.47M Sell
29,828
-14,426
-33% -$3.4M 0.13% 51
2024
Q3 		$10.3M Buy
44,254
+10,704
+32% +$2.39M 0.31% 30
2024
Q2 		$7.07M Sell
33,550
-2,129
-6% -$397K 0.21% 41
2024
Q1 		$6.12M Buy
+35,679
New +$6.49M 0.2% 39
2018
Q4 		– Sell
-40,276
Closed -$2.27M – 4
2018
Q3 		$2.27M Buy
40,276
+31,240
+346% +$1.63M 2.93% 8
2018
Q2 		$418K Buy
9,036
+232
+3% +$10.5K 0.87% 28
2018
Q1 		$369K Sell
8,804
-2,012
-19% -$86.6K 0.15% 30
2017
Q4 		$458K Buy
+10,816
New +$452K 0.79% 34

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

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

Dynasty Wealth Management reduced its Apple (AAPL) stake by 0.52% in Q1 2026, selling an estimated $118K and leaving 86,699 shares worth $22M. The position accounts for 0.19% of the portfolio, ranked #54.

Dynasty Wealth Management first reported a position in AAPL in Q4 2017 and has held it in 13 quarters since. The position peaked at $23.7M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Dynasty Wealth Management held 86,699 shares of Apple worth $22M as of Q1 2026.
  • Dynasty Wealth Management sold 453 Apple shares in Q1 2026, an estimated $118K.
  • Apple made up 0.19% of Dynasty Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Dynasty Wealth Management first reported a position in Apple in Q4 2017 and has held it in 13 quarters since.
  • Dynasty Wealth Management's Apple position peaked at $23.7M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.