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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
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

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. 6,072 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.
  • 6,072 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.