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EPG Wealth Management’s Apple AAPL Stock Holding History

EPG 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 		$13.7M Sell
53,844
-860
-2% -$224K 3.71% 3
2025
Q4 		$14.9M Buy
54,704
+33
+0.1% +$8.86K 4% 3
2025
Q3 		$13.9M Buy
54,671
+1,027
+2% +$232K 3.83% 3
2025
Q2 		$11M Sell
53,644
-17,979
-25% -$3.63M 3.3% 3
2025
Q1 		$15.9M Sell
71,623
-10,214
-12% -$2.37M 4.43% 2
2024
Q4 		$20.5M Sell
81,837
-5,710
-7% -$1.35M 5.4% 1
2024
Q3 		$20.4M Buy
+87,547
New +$19.6M 5.15% 1
2024
Q2 		– Sell
-96,395
Closed -$18M – 1
2024
Q1 		$16.5M Sell
96,395
-72
-0.1% -$13.1K 4.05% 3
2023
Q4 		$17.9M Sell
96,467
-1,481
-2% -$273K 4.7% 2
2023
Q3 		$16.8M Buy
97,948
+2,717
+3% +$498K 5.06% 1
2023
Q2 		$18.5M Buy
95,231
+18
+0% +$3.14K 5.46% 1
2023
Q1 		$15.7M Buy
95,213
+5,013
+6% +$740K 4.95% 2
2022
Q4 		$11.7M Sell
90,200
-1,781
-2% -$255K 4.46% 4
2022
Q3 		$12.7M Buy
91,981
+951
+1% +$149K 5.22% 4
2022
Q2 		$12.4M Sell
91,030
-4,111
-4% -$623K 5.32% 4
2022
Q1 		$16.6M Buy
95,141
+4,040
+4% +$679K 5.75% 2
2021
Q4 		$16.2M Buy
91,101
+5,045
+6% +$797K 5.69% 2
2021
Q3 		$12.2M Buy
86,056
+5,725
+7% +$843K 4.88% 4
2021
Q2 		$11M Buy
80,331
+1,772
+2% +$230K 4.67% 4
2021
Q1 		$9.6M Sell
78,559
-140
-0.2% -$18K 4.67% 4
2020
Q4 		$10.4M Buy
78,699
+2,026
+3% +$244K 6.27% 4
2020
Q3 		$8.88M Sell
76,673
-5,435
-7% -$593K 6.56% 4
2020
Q2 		$7.49M Sell
82,108
-4,616
-5% -$358K 5.31% 4
2020
Q1 		$5.51M Buy
86,724
+12,576
+17% +$925K 4.05% 4
2019
Q4 		$5.44M Buy
+74,148
New +$4.77M 3.99% 4

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

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

EPG Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $224K and leaving 53,844 shares worth $13.7M. The position accounts for 3.71% of the portfolio, ranked #3.

EPG Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $20.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • EPG Wealth Management held 53,844 shares of Apple worth $13.7M as of Q1 2026.
  • EPG Wealth Management sold 860 Apple shares in Q1 2026, an estimated $224K.
  • Apple made up 3.71% of EPG Wealth Management's portfolio in Q1 2026, its #3 holding.
  • EPG Wealth Management first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Apple position peaked at $20.5M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.