Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.74M Buy
6,865
+171
+3% +$44.5K 1.05% 15
2025
Q4
$1.82M Buy
6,694
+635
+10% +$170K 1.15% 12
2025
Q3
$1.54M Sell
6,059
-93
-2% -$21K 1.07% 15
2025
Q2
$1.26M Buy
6,152
+3,050
+98% +$616K 0.96% 17
2025
Q1
$689K Buy
+3,102
New +$719K 0.57% 28
2024
Q4
Sell
-3,974
Closed -$926K 34
2024
Q3
$926K Sell
3,974
-187
-4% -$41.8K 0.76% 23
2024
Q2
$876K Buy
+4,161
New +$776K 0.77% 18

Other funds holding AAPL

Gentry Private Wealth's AAPL Position: Q1 2026 in Review

Gentry Private Wealth increased its Apple (AAPL) stake by 2.6% in Q1 2026, buying an estimated $44.5K and bringing the position to 6,865 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #15.

Gentry Private Wealth first reported a position in AAPL in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Gentry Private Wealth held 6,865 shares of Apple worth $1.74M as of Q1 2026.
  • Gentry Private Wealth bought 171 Apple shares in Q1 2026, an estimated $44.5K.
  • Apple made up 1.05% of Gentry Private Wealth's portfolio in Q1 2026, its #15 holding.
  • Gentry Private Wealth first reported a position in Apple in Q2 2024 and has held it in 7 quarters since.
  • Gentry Private Wealth's Apple position peaked at $1.82M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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