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Fidato Wealth’s Apple AAPL Stock Holding History

Fidato Wealth’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 		$211K Buy
832
+21
+3% +$5.46K 0.14% 15
2025
Q4 		$221K Hold
811
– – 0.14% 15
2025
Q3 		$207K Buy
+811
New +$183K 0.14% 15
2025
Q2 		– Sell
-9,492
Closed -$2.11M – 12
2025
Q1 		$2.11M Sell
9,492
-1,703
-15% -$395K 1.61% 6
2024
Q4 		$2.8M Buy
+11,195
New +$2.64M 2.1% 6

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

Fidato Wealth's AAPL Position: Q1 2026 in Review

Fidato Wealth increased its Apple (AAPL) stake by 2.6% in Q1 2026, buying an estimated $5.46K and bringing the position to 832 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #15.

Fidato Wealth first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fidato Wealth held 832 shares of Apple worth $211K as of Q1 2026.
  • Fidato Wealth bought 21 Apple shares in Q1 2026, an estimated $5.46K.
  • Apple made up 0.14% of Fidato Wealth's portfolio in Q1 2026, its #15 holding.
  • Fidato Wealth first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
  • Fidato Wealth's Apple position peaked at $2.8M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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