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Finer Wealth Management’s Apple AAPL Stock Holding History

Finer Wealth Management’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 		$17.3M Sell
68,343
-611
-0.9% -$159K 8.7% 1
2025
Q4 		$18.7M Buy
68,954
+752
+1% +$202K 9.07% 1
2025
Q3 		$17.4M Buy
68,202
+725
+1% +$164K 8.65% 1
2025
Q2 		$13.8M Sell
67,477
-29
-0% -$5.86K 7.4% 2
2025
Q1 		$15M Sell
67,506
-1,178
-2% -$273K 8.98% 1
2024
Q4 		$17.2M Buy
68,684
+521
+0.8% +$123K 9.86% 1
2024
Q3 		$15.9M Sell
68,163
-159
-0.2% -$35.5K 9.8% 1
2024
Q2 		$14.4M Buy
68,322
+323
+0.5% +$60.2K 9.28% 2
2024
Q1 		$11.7M Buy
67,999
+1,349
+2% +$245K 7.66% 3
2023
Q4 		$12.8M Buy
66,650
+566
+0.9% +$105K 9.56% 1
2023
Q3 		$11.3M Buy
66,084
+1,086
+2% +$199K 9.05% 1
2023
Q2 		$12.6M Buy
64,998
+790
+1% +$138K 9.85% 1
2023
Q1 		$10.6M Buy
64,208
+770
+1% +$114K 8.95% 1
2022
Q4 		$8.24M Sell
63,438
-936
-1% -$134K 7.71% 1
2022
Q3 		$8.9M Sell
64,374
-377
-0.6% -$59.2K 8.76% 1
2022
Q2 		$8.85M Sell
64,751
-208
-0.3% -$31.5K 8.08% 1
2022
Q1 		$11.3M Buy
64,959
+46
+0.1% +$7.74K 9.26% 1
2021
Q4 		$11.5M Buy
+64,913
New +$10.3M 9.57% 1

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

Finer Wealth Management's AAPL Position: Q1 2026 in Review

Finer Wealth Management reduced its Apple (AAPL) stake by 0.89% in Q1 2026, selling an estimated $159K and leaving 68,343 shares worth $17.3M. The position accounts for 8.7% of the portfolio, ranked #1.

Finer Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.7M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Finer Wealth Management held 68,343 shares of Apple worth $17.3M as of Q1 2026.
  • Finer Wealth Management sold 611 Apple shares in Q1 2026, an estimated $159K.
  • Apple made up 8.7% of Finer Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Finer Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Apple position peaked at $18.7M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.