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Elite Wealth Management’s Apple AAPL Stock Holding History

Elite 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
2014
Q3 		– Sell
-716
Closed -$1K – 653
2014
Q2 		$1K Buy
+716
New +$15.2K ﹤0.01% 411

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

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

Elite Wealth Management increased its Apple (AAPL) stake by 34% in Q1 2026, buying an estimated $2.81M and bringing the position to 42,464 shares worth $10.8M. The position accounts for 3.5% of the portfolio, ranked #7.

Elite Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $50.2M in Q3 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elite Wealth Management held 42,464 shares of Apple worth $10.8M as of Q1 2026.
  • Elite Wealth Management bought 10,794 Apple shares in Q1 2026, an estimated $2.81M.
  • Apple made up 3.5% of Elite Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Elite Wealth Management first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
  • Elite Wealth Management's Apple position peaked at $50.2M in Q3 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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