Eagle Bluffs Wealth Management’s Apple AAPL Stock Holding History

Eagle Bluffs 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	$1.84M	Sell	7,248 -45	-0.6%	-$11.7K	0.72%	35
2025 Q4	$1.98M	Buy	7,293 +269	+4%	+$72.2K	0.8%	35
2025 Q3	$1.79M	Buy	7,024 +110	+2%	+$24.9K	0.77%	36
2025 Q2	$1.42M	Sell	6,914 -57	-0.8%	-$11.5K	0.67%	37
2025 Q1	$1.55M	Sell	6,971 -90	-1%	-$20.9K	0.82%	36
2024 Q4	$1.77M	Buy	7,061 +286	+4%	+$67.4K	0.95%	31
2024 Q3	$1.58M	Hold	6,775	–	–	0.85%	33
2024 Q2	$1.43M	Hold	6,775	–	–	0.83%	33
2024 Q1	$1.16M	Hold	6,775	–	–	0.72%	38
2023 Q4	$1.3M	Hold	6,775	–	–	0.89%	36
2023 Q3	$1.16M	Sell	6,775 -271	-4%	-$49.7K	0.89%	35
2023 Q2	$1.37M	Hold	7,046	–	–	1.05%	34
2023 Q1	$1.16M	Buy	7,046 +3,476	+97%	+$513K	0.95%	34
2022 Q4	$464K	Hold	3,570	–	–	0.49%	51
2022 Q3	$493K	Sell	3,570 -3,724	-51%	-$584K	0.57%	45
2022 Q2	$997K	Buy	7,294 +30	+0.4%	+$4.54K	1.07%	29
2022 Q1	$1.27M	Sell	7,264 -280	-4%	-$47.1K	1.22%	22
2021 Q4	$1.34M	Buy	+7,544	New	+$1.19M	1.4%	26

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

Eagle Bluffs Wealth Management's AAPL Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its Apple (AAPL) stake by 0.62% in Q1 2026, selling an estimated $11.7K and leaving 7,248 shares worth $1.84M. The position accounts for 0.72% of the portfolio, ranked #35.

Eagle Bluffs Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Eagle Bluffs Wealth Management held 7,248 shares of Apple worth $1.84M as of Q1 2026.
Eagle Bluffs Wealth Management sold 45 Apple shares in Q1 2026, an estimated $11.7K.
Apple made up 0.72% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #35 holding.
Eagle Bluffs Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Eagle Bluffs Wealth Management's Apple position peaked at $1.98M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.