EntreWealth’s Apple AAPL Stock Holding History

EntreWealth’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	$1.92M	Buy	7,572 +243	+3%	+$63.2K	0.86%	31
2025 Q4	$2.04M	Buy	7,329 +239	+3%	+$64.2K	0.92%	30
2025 Q3	$1.81M	Sell	7,090 -978	-12%	-$221K	0.93%	30
2025 Q2	$1.66M	Sell	8,068 -324	-4%	-$65.4K	1.14%	27
2025 Q1	$1.86M	Buy	8,392 +2,648	+46%	+$613K	1.43%	21
2024 Q4	$1.3M	Buy	+5,744	New	+$1.35M	1.2%	26

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EntreWealth's AAPL Position: Q1 2026 in Review

EntreWealth increased its Apple (AAPL) stake by 3.3% in Q1 2026, buying an estimated $63.2K and bringing the position to 7,572 shares worth $1.92M. The position accounts for 0.86% of the portfolio, ranked #31.

EntreWealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

EntreWealth held 7,572 shares of Apple worth $1.92M as of Q1 2026.
EntreWealth bought 243 Apple shares in Q1 2026, an estimated $63.2K.
Apple made up 0.86% of EntreWealth's portfolio in Q1 2026, its #31 holding.
EntreWealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
EntreWealth's Apple position peaked at $2.04M in Q4 2025.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.