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Fourth Dimension Wealth’s Apple AAPL Stock Holding History

Fourth Dimension 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 		$13.7M Sell
53,983
-2,138
-4% -$556K 5.2% 2
2025
Q4 		$15.3M Sell
56,121
-326
-0.6% -$87.5K 5.57% 1
2025
Q3 		$14.4M Buy
56,447
+1,014
+2% +$229K 5.48% 1
2025
Q2 		$11.4M Sell
55,433
-2,131
-4% -$430K 4.8% 3
2025
Q1 		$12.8M Buy
57,564
+7,220
+14% +$1.67M 6.18% 1
2024
Q4 		$12.6M Buy
+50,344
New +$11.9M 6.58% 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

Fourth Dimension Wealth's AAPL Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Apple (AAPL) stake by 3.8% in Q1 2026, selling an estimated $556K and leaving 53,983 shares worth $13.7M. The position accounts for 5.2% of the portfolio, ranked #2.

Fourth Dimension Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.3M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fourth Dimension Wealth held 53,983 shares of Apple worth $13.7M as of Q1 2026.
  • Fourth Dimension Wealth sold 2,138 Apple shares in Q1 2026, an estimated $556K.
  • Apple made up 5.2% of Fourth Dimension Wealth's portfolio in Q1 2026, its #2 holding.
  • Fourth Dimension Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Apple position peaked at $15.3M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.