FinDec Wealth Services’s Apple AAPL Stock Holding History

FinDec Wealth Services’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	$2.12M	Buy	8,335 +396	+5%	+$103K	2.59%	10
2025 Q4	$2.16M	Sell	7,939 -100	-1%	-$26.8K	2.31%	11
2025 Q3	$2.05M	Sell	8,039 -133	-2%	-$30K	2.12%	11
2025 Q2	$1.68M	Sell	8,172 -900	-10%	-$182K	1.75%	11
2025 Q1	$2.02M	Sell	9,072 -12,863	-59%	-$2.98M	1.99%	11
2024 Q4	$5.49M	Sell	21,935 -2,775	-11%	-$654K	3.81%	12
2024 Q3	$5.76M	Sell	24,710 -120	-0.5%	-$26.8K	3.34%	12
2024 Q2	$5.23M	Sell	24,830 -963	-4%	-$180K	3.3%	12
2024 Q1	$4.42M	Buy	25,793 +152	+0.6%	+$27.6K	2.78%	17
2023 Q4	$4.94M	Sell	25,641 -1,181	-4%	-$218K	3.3%	14
2023 Q3	$4.59M	Buy	26,822 +19	+0.1%	+$3.48K	3.32%	14
2023 Q2	$5.2M	Buy	26,803 +347	+1%	+$60.5K	3.64%	13
2023 Q1	$4.36M	Sell	26,456 -1,198	-4%	-$177K	3.3%	14
2022 Q4	$3.59M	Buy	+27,654	New	+$3.95M	2.97%	14

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

FinDec Wealth Services's AAPL Position: Q1 2026 in Review

FinDec Wealth Services increased its Apple (AAPL) stake by 5% in Q1 2026, buying an estimated $103K and bringing the position to 8,335 shares worth $2.12M. The position accounts for 2.59% of the portfolio, ranked #10.

FinDec Wealth Services first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.76M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

FinDec Wealth Services held 8,335 shares of Apple worth $2.12M as of Q1 2026.
FinDec Wealth Services bought 396 Apple shares in Q1 2026, an estimated $103K.
Apple made up 2.59% of FinDec Wealth Services's portfolio in Q1 2026, its #10 holding.
FinDec Wealth Services first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
FinDec Wealth Services's Apple position peaked at $5.76M in Q3 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.