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Equita Financial Network’s Apple AAPL Stock Holding History

Equita Financial Network’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 		$2.13M Buy
8,390
+4,774
+132% +$1.24M 0.67% 29
2025
Q4 		$983K Sell
3,616
-643
-15% -$173K 0.3% 45
2025
Q3 		$1.08M Sell
4,259
-905
-18% -$204K 0.37% 35
2025
Q2 		$1.06M Sell
5,164
-1,952
-27% -$394K 0.42% 34
2025
Q1 		$1.58M Buy
7,116
+2,471
+53% +$572K 0.55% 36
2024
Q4 		$1.16M Buy
4,645
+383
+9% +$90.3K 0.42% 39
2024
Q3 		$993K Sell
4,262
-530
-11% -$118K 0.36% 42
2024
Q2 		$1.01M Buy
4,792
+1,601
+50% +$299K 0.42% 40
2024
Q1 		$547K Buy
3,191
+703
+28% +$128K 0.25% 48
2023
Q4 		$479K Sell
2,488
-767
-24% -$142K 0.26% 47
2023
Q3 		$557K Buy
+3,255
New +$597K 0.34% 41

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

Equita Financial Network's AAPL Position: Q1 2026 in Review

Equita Financial Network increased its Apple (AAPL) stake by 132% in Q1 2026, buying an estimated $1.24M and bringing the position to 8,390 shares worth $2.13M. The position accounts for 0.67% of the portfolio, ranked #29.

Equita Financial Network first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Equita Financial Network held 8,390 shares of Apple worth $2.13M as of Q1 2026.
  • Equita Financial Network bought 4,774 Apple shares in Q1 2026, an estimated $1.24M.
  • Apple made up 0.67% of Equita Financial Network's portfolio in Q1 2026, its #29 holding.
  • Equita Financial Network first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.