Fox Hill Wealth Management’s Apple AAPL Stock Holding History

Fox Hill 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	$10.7M	Sell	42,079 -49	-0.1%	-$12.8K	5.14%	3
2025 Q4	$11.5M	Sell	42,128 -1,033	-2%	-$277K	5.32%	3
2025 Q3	$11M	Sell	43,161 -500	-1%	-$113K	5.14%	3
2025 Q2	$8.96M	Sell	43,661 -5,580	-11%	-$1.13M	4.6%	3
2025 Q1	$10.9M	Sell	49,241 -910	-2%	-$211K	6.46%	2
2024 Q4	$12.6M	Sell	50,151 -826	-2%	-$195K	7.1%	2
2024 Q3	$11.9M	Buy	50,977 +10,914	+27%	+$2.44M	6.55%	2
2024 Q2	$8.44M	Buy	40,063 +902	+2%	+$168K	5.16%	4
2024 Q1	$6.72M	Sell	39,161 -7,437	-16%	-$1.35M	4.52%	3
2023 Q4	$8.97M	Buy	+46,598	New	+$8.6M	6.88%	2

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

Fox Hill Wealth Management's AAPL Position: Q1 2026 in Review

Fox Hill Wealth Management reduced its Apple (AAPL) stake by 0.12% in Q1 2026, selling an estimated $12.8K and leaving 42,079 shares worth $10.7M. The position accounts for 5.14% of the portfolio, ranked #3.

Fox Hill Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Fox Hill Wealth Management held 42,079 shares of Apple worth $10.7M as of Q1 2026.
Fox Hill Wealth Management sold 49 Apple shares in Q1 2026, an estimated $12.8K.
Apple made up 5.14% of Fox Hill Wealth Management's portfolio in Q1 2026, its #3 holding.
Fox Hill Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Fox Hill Wealth Management's Apple position peaked at $12.6M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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