EWM
AAPL icon

Endowment Wealth Management’s Apple AAPL Stock Holding History

Endowment 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
2026
Q1 		$1.34M Buy
5,299
+13
+0.2% +$3.38K 0.59% 44
2025
Q4 		$1.44M Sell
5,286
-69
-1% -$18.5K 0.66% 40
2025
Q3 		$1.36M Sell
5,355
-137
-2% -$30.9K 0.62% 47
2025
Q2 		$1.13M Buy
5,492
+830
+18% +$168K 0.58% 45
2025
Q1 		$1.04M Buy
4,662
+56
+1% +$13K 0.67% 42
2024
Q4 		$1.15M Buy
4,606
+31
+0.7% +$7.31K 0.77% 37
2024
Q3 		$1.07M Sell
4,575
-50
-1% -$11.2K 0.7% 40
2024
Q2 		$974K Sell
4,625
-220
-5% -$41K 0.71% 41
2024
Q1 		$831K Sell
4,845
-836
-15% -$152K 0.62% 44
2023
Q4 		$1.09M Sell
5,681
-805
-12% -$149K 0.91% 29
2023
Q3 		$1.11M Buy
6,486
+221
+4% +$40.5K 1% 26
2023
Q2 		$1.22M Buy
6,265
+39
+0.6% +$6.8K 1.11% 20
2023
Q1 		$1.03M Buy
6,226
+569
+10% +$84K 1.03% 23
2022
Q4 		$735K Buy
5,657
+46
+0.8% +$6.57K 0.81% 27
2022
Q3 		$775K Buy
5,611
+2,236
+66% +$351K 0.94% 24
2022
Q2 		$461K Buy
3,375
+32
+1% +$4.85K 0.56% 47
2022
Q1 		$584K Buy
3,343
+305
+10% +$51.3K 0.61% 33
2021
Q4 		$540K Buy
+3,038
New +$480K 0.55% 40

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

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

Endowment Wealth Management increased its Apple (AAPL) stake by 0.25% in Q1 2026, buying an estimated $3.38K and bringing the position to 5,299 shares worth $1.34M. The position accounts for 0.59% of the portfolio, ranked #44.

Endowment Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Endowment Wealth Management held 5,299 shares of Apple worth $1.34M as of Q1 2026.
  • Endowment Wealth Management bought 13 Apple shares in Q1 2026, an estimated $3.38K.
  • Apple made up 0.59% of Endowment Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Endowment Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's Apple position peaked at $1.44M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.