Envision Financial Transparency’s Apple AAPL Stock Holding History

Envision Financial Transparency’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	$1.17M	Buy	+4,598	New	+$1.2M	1.13%	19

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Envision Financial Transparency's AAPL Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Apple (AAPL) in Q1 2026: 4,598 shares worth $1.17M. The stake represents 1.13% of the portfolio and ranks #19 among its holdings.

6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Envision Financial Transparency held 4,598 shares of Apple worth $1.17M as of Q1 2026.
Apple was a new Envision Financial Transparency position in Q1 2026.
Apple made up 1.13% of Envision Financial Transparency's portfolio in Q1 2026, its #19 holding.
6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.