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Etesian Wealth Advisors’s Apple AAPL Stock Holding History

Etesian Wealth Advisors’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 		$7.64M Sell
30,108
-143
-0.5% -$37.2K 2.44% 9
2025
Q4 		$8.22M Sell
30,251
-682
-2% -$183K 2.58% 9
2025
Q3 		$7.88M Sell
30,933
-502
-2% -$113K 2.6% 8
2025
Q2 		$6.45M Sell
31,435
-186
-0.6% -$37.6K 2.41% 10
2025
Q1 		$7.02M Sell
31,621
-1,838
-5% -$426K 3.03% 8
2024
Q4 		$8.38M Sell
33,459
-784
-2% -$185K 3.71% 5
2024
Q3 		$7.98M Buy
34,243
+796
+2% +$178K 3.61% 4
2024
Q2 		$7.04M Buy
33,447
+1,317
+4% +$246K 3.96% 3
2024
Q1 		$5.51M Sell
32,130
-260
-0.8% -$47.3K 3.16% 6
2023
Q4 		$6.27M Sell
32,390
-50
-0.2% -$9.23K 3.77% 3
2023
Q3 		$5.55M Buy
32,440
+18
+0.1% +$3.3K 3.74% 3
2023
Q2 		$6.29M Sell
32,422
-49
-0.2% -$8.54K 4.1% 3
2023
Q1 		$5.35M Sell
32,471
-264
-0.8% -$39K 3.56% 4
2022
Q4 		$4.25M Buy
+32,735
New +$4.68M 3.1% 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

Etesian Wealth Advisors's AAPL Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Apple (AAPL) stake by 0.47% in Q1 2026, selling an estimated $37.2K and leaving 30,108 shares worth $7.64M. The position accounts for 2.44% of the portfolio, ranked #9.

Etesian Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.38M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Etesian Wealth Advisors held 30,108 shares of Apple worth $7.64M as of Q1 2026.
  • Etesian Wealth Advisors sold 143 Apple shares in Q1 2026, an estimated $37.2K.
  • Apple made up 2.44% of Etesian Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Etesian Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's Apple position peaked at $8.38M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.