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Eley Financial Management’s Apple AAPL Stock Holding History

Eley Financial 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 		$8.08M Buy
31,838
+51
+0.2% +$13.3K 2.92% 7
2025
Q4 		$8.64M Sell
31,787
-243
-0.8% -$65.2K 3.1% 6
2025
Q3 		$8.16M Buy
32,030
+73
+0.2% +$16.5K 2.94% 8
2025
Q2 		$6.56M Sell
31,957
-20
-0.1% -$4.04K 2.52% 9
2025
Q1 		$7.14M Buy
31,977
+161
+0.5% +$37.3K 2.86% 8
2024
Q4 		$7.97M Buy
31,816
+879
+3% +$207K 3.1% 7
2024
Q3 		$7.21M Sell
30,937
-669
-2% -$149K 2.9% 6
2024
Q2 		$6.66M Buy
31,606
+8
+0% +$1.49K 2.82% 7
2024
Q1 		$5.42M Sell
31,598
-581
-2% -$106K 2.33% 9
2023
Q4 		$6.2M Sell
32,179
-789
-2% -$146K 2.9% 7
2023
Q3 		$5.63M Sell
32,968
-678
-2% -$124K 2.87% 7
2023
Q2 		$6.53M Sell
33,646
-300
-0.9% -$52.3K 3.18% 7
2023
Q1 		$5.6M Sell
33,946
-397
-1% -$58.6K 2.89% 7
2022
Q4 		$4.46M Buy
+34,343
New +$4.91M 2.4% 8

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

Eley Financial Management's AAPL Position: Q1 2026 in Review

Eley Financial Management increased its Apple (AAPL) stake by 0.16% in Q1 2026, buying an estimated $13.3K and bringing the position to 31,838 shares worth $8.08M. The position accounts for 2.92% of the portfolio, ranked #7.

Eley Financial Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.64M in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Eley Financial Management held 31,838 shares of Apple worth $8.08M as of Q1 2026.
  • Eley Financial Management bought 51 Apple shares in Q1 2026, an estimated $13.3K.
  • Apple made up 2.92% of Eley Financial Management's portfolio in Q1 2026, its #7 holding.
  • Eley Financial Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Eley Financial Management's Apple position peaked at $8.64M in Q4 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.