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Elm3 Financial Group’s Apple AAPL Stock Holding History

Elm3 Financial Group’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 		$3.36M Sell
13,238
-176
-1% -$45.8K 2.84% 9
2025
Q4 		$3.65M Sell
13,414
-621
-4% -$167K 3.02% 8
2025
Q3 		$3.57M Sell
14,035
-968
-6% -$219K 2.93% 9
2025
Q2 		$3.08M Sell
15,003
-2,544
-14% -$514K 2.56% 12
2025
Q1 		$3.9M Sell
17,547
-74
-0.4% -$17.1K 3.43% 8
2024
Q4 		$4.41M Buy
+17,621
New +$4.15M 3.76% 9

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

Elm3 Financial Group's AAPL Position: Q1 2026 in Review

Elm3 Financial Group reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $45.8K and leaving 13,238 shares worth $3.36M. The position accounts for 2.84% of the portfolio, ranked #9.

Elm3 Financial Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.41M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elm3 Financial Group held 13,238 shares of Apple worth $3.36M as of Q1 2026.
  • Elm3 Financial Group sold 176 Apple shares in Q1 2026, an estimated $45.8K.
  • Apple made up 2.84% of Elm3 Financial Group's portfolio in Q1 2026, its #9 holding.
  • Elm3 Financial Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Apple position peaked at $4.41M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.