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Encompass Wealth Advisors’s Apple AAPL Stock Holding History

Encompass Wealth Advisors’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 		$9.56M Sell
37,673
-12
-0% -$3.12K 3.33% 7
2025
Q4 		$10.2M Sell
37,685
-677
-2% -$182K 3.49% 7
2025
Q3 		$9.77M Sell
38,362
-23
-0.1% -$5.2K 3.33% 7
2025
Q2 		$7.88M Sell
38,385
-920
-2% -$186K 2.89% 8
2025
Q1 		$8.73M Sell
39,305
-263
-0.7% -$60.9K 3.55% 7
2024
Q4 		$9.91M Sell
39,568
-4,527
-10% -$1.07M 4% 7
2024
Q3 		$10.3M Buy
44,095
+870
+2% +$194K 2.57% 7
2024
Q2 		$9.1M Sell
43,225
-3,413
-7% -$636K 2.41% 10
2024
Q1 		$8M Buy
46,638
+9,655
+26% +$1.76M 2.12% 10
2023
Q4 		$7.12M Sell
36,983
-2,225
-6% -$411K 2.14% 10
2023
Q3 		$6.71M Buy
39,208
+2,505
+7% +$459K 2.23% 10
2023
Q2 		$7.12M Sell
36,703
-1,718
-4% -$299K 2.32% 10
2023
Q1 		$6.34M Buy
38,421
+868
+2% +$128K 2.16% 10
2022
Q4 		$4.88M Buy
37,553
+53
+0.1% +$7.57K 1.78% 11
2022
Q3 		$5.18M Sell
37,500
-483
-1% -$75.8K 1.97% 10
2022
Q2 		$5.19M Sell
37,983
-2,243
-6% -$340K 1.84% 13
2022
Q1 		$7.02M Buy
40,226
+876
+2% +$147K 1.77% 13
2021
Q4 		$6.99M Buy
39,350
+246
+0.6% +$38.9K 1.7% 12
2021
Q3 		$5.53M Buy
39,104
+2,204
+6% +$324K 1.44% 15
2021
Q2 		$5.05M Buy
36,900
+2,246
+6% +$291K 1.24% 17
2021
Q1 		$4.43M Buy
34,654
+3,383
+11% +$434K 1.13% 19
2020
Q4 		$4.15M Buy
+31,271
New +$3.76M 2.39% 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

Encompass Wealth Advisors's AAPL Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Apple (AAPL) stake by 0.03% in Q1 2026, selling an estimated $3.12K and leaving 37,673 shares worth $9.56M. The position accounts for 3.33% of the portfolio, ranked #7.

Encompass Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.3M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Encompass Wealth Advisors held 37,673 shares of Apple worth $9.56M as of Q1 2026.
  • Encompass Wealth Advisors sold 12 Apple shares in Q1 2026, an estimated $3.12K.
  • Apple made up 3.33% of Encompass Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Encompass Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Apple position peaked at $10.3M in Q3 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.