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Financially in Tune’s Apple AAPL Stock Holding History

Financially in Tune’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 		$1.49M Sell
5,856
-338
-5% -$88K 1.28% 18
2025
Q4 		$1.68M Buy
+6,194
New +$1.66M 1.57% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financially in Tune's AAPL Position: Q1 2026 in Review

Financially in Tune reduced its Apple (AAPL) stake by 5.5% in Q1 2026, selling an estimated $88K and leaving 5,856 shares worth $1.49M. The position accounts for 1.28% of the portfolio, ranked #18.

Financially in Tune first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.68M in Q4 2025. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financially in Tune held 5,856 shares of Apple worth $1.49M as of Q1 2026.
  • Financially in Tune sold 338 Apple shares in Q1 2026, an estimated $88K.
  • Apple made up 1.28% of Financially in Tune's portfolio in Q1 2026, its #18 holding.
  • Financially in Tune first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's Apple position peaked at $1.68M in Q4 2025.
  • 6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.