Erickson Financial Group’s Apple AAPL Stock Holding History

Erickson Financial Group’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	$613K	Buy	2,414 +142	+6%	+$37K	0.38%	17
2025 Q4	$618K	Sell	2,272 -130	-5%	-$34.9K	0.38%	17
2025 Q3	$612K	Sell	2,402 -88	-4%	-$19.9K	0.38%	17
2025 Q2	$511K	Sell	2,490 -76	-3%	-$15.3K	0.35%	17
2025 Q1	$570K	Hold	2,566	–	–	0.43%	16
2024 Q4	$643K	Hold	2,566	–	–	0.46%	16
2024 Q3	$598K	Hold	2,566	–	–	0.43%	15
2024 Q2	$540K	Hold	2,566	–	–	0.41%	15
2024 Q1	$440K	Buy	2,566 +100	+4%	+$18.2K	0.35%	17
2023 Q4	$475K	Sell	2,466 -36	-1%	-$6.65K	0.39%	16
2023 Q3	$428K	Buy	2,502 +24	+1%	+$4.4K	0.4%	18
2023 Q2	$481K	Buy	2,478 +15	+0.6%	+$2.61K	0.44%	17
2023 Q1	$406K	Hold	2,463	–	–	0.4%	19
2022 Q4	$320K	Hold	2,463	–	–	0.35%	20
2022 Q3	$340K	Sell	2,463 -4	-0.2%	-$628	0.38%	20
2022 Q2	$337K	Buy	2,467 +3	+0.1%	+$454	0.36%	19
2022 Q1	$430K	Hold	2,464	–	–	0.39%	20
2021 Q4	$438K	Buy	+2,464	New	+$389K	0.38%	19

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

Erickson Financial Group's AAPL Position: Q1 2026 in Review

Erickson Financial Group increased its Apple (AAPL) stake by 6.3% in Q1 2026, buying an estimated $37K and bringing the position to 2,414 shares worth $613K. The position accounts for 0.38% of the portfolio, ranked #17.

Erickson Financial Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $643K in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Erickson Financial Group held 2,414 shares of Apple worth $613K as of Q1 2026.
Erickson Financial Group bought 142 Apple shares in Q1 2026, an estimated $37K.
Apple made up 0.38% of Erickson Financial Group's portfolio in Q1 2026, its #17 holding.
Erickson Financial Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Erickson Financial Group's Apple position peaked at $643K in Q4 2024.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.