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Element Wealth’s Apple AAPL Stock Holding History

Element Wealth’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 		$2.23M Sell
8,795
-335
-4% -$87.2K 0.92% 25
2025
Q4 		$2.48M Buy
9,130
+124
+1% +$33.3K 1.02% 23
2025
Q3 		$2.29M Sell
9,006
-1,305
-13% -$295K 1% 22
2025
Q2 		$2.12M Buy
10,311
+104
+1% +$21K 0.97% 25
2025
Q1 		$2.27M Sell
10,207
-1,031
-9% -$239K 1.22% 20
2024
Q4 		$2.81M Buy
11,238
+343
+3% +$80.8K 1.47% 19
2024
Q3 		$2.54M Buy
10,895
+109
+1% +$24.3K 1.34% 18
2024
Q2 		$2.27M Buy
10,786
+50
+0.5% +$9.32K 1.28% 19
2024
Q1 		$1.84M Sell
10,736
-695
-6% -$126K 1.08% 19
2023
Q4 		$2.2M Sell
11,431
-91
-0.8% -$16.8K 1.38% 18
2023
Q3 		$1.97M Sell
11,522
-426
-4% -$78.1K 1.42% 17
2023
Q2 		$2.32M Buy
11,948
+311
+3% +$54.2K 1.61% 16
2023
Q1 		$1.92M Buy
11,637
+269
+2% +$39.7K 1.43% 16
2022
Q4 		$1.48M Sell
11,368
-401
-3% -$57.3K 1.21% 16
2022
Q3 		$1.63M Buy
11,769
+6
+0.1% +$942 1.5% 14
2022
Q2 		$1.61M Buy
11,763
+196
+2% +$29.7K 1.6% 13
2022
Q1 		$2.02M Sell
11,567
-56
-0.5% -$9.42K 1.63% 14
2021
Q4 		$2.06M Buy
11,623
+90
+0.8% +$14.2K 1.56% 15
2021
Q3 		$1.63M Buy
11,533
+149
+1% +$21.9K 1.3% 18
2021
Q2 		$1.56M Buy
11,384
+228
+2% +$29.5K 1.22% 19
2021
Q1 		$1.36M Sell
11,156
-15
-0.1% -$1.93K 1.13% 18
2020
Q4 		$1.48M Sell
11,171
-157
-1% -$18.9K 1.37% 20
2020
Q3 		$1.31M Buy
11,328
+828
+8% +$90.3K 1.4% 19
2020
Q2 		$958K Sell
10,500
-1,092
-9% -$84.6K 1.1% 21
2020
Q1 		$737K Buy
11,592
+1,168
+11% +$85.9K 1.02% 21
2019
Q4 		$765K Buy
+10,424
New +$671K 0.78% 25

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

Element Wealth's AAPL Position: Q1 2026 in Review

Element Wealth reduced its Apple (AAPL) stake by 3.7% in Q1 2026, selling an estimated $87.2K and leaving 8,795 shares worth $2.23M. The position accounts for 0.92% of the portfolio, ranked #25.

Element Wealth first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.81M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Element Wealth held 8,795 shares of Apple worth $2.23M as of Q1 2026.
  • Element Wealth sold 335 Apple shares in Q1 2026, an estimated $87.2K.
  • Apple made up 0.92% of Element Wealth's portfolio in Q1 2026, its #25 holding.
  • Element Wealth first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Apple position peaked at $2.81M in Q4 2024.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.