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Gibbs Wealth Management’s Apple AAPL Stock Holding History

Gibbs 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 		$10.6M Buy
41,850
+22,497
+116% +$5.85M 1.39% 14
2025
Q4 		$5.02M Sell
19,353
-306
-2% -$82.1K 1.21% 18
2025
Q3 		$5.01M Sell
19,659
-5,143
-21% -$1.16M 1.13% 19
2025
Q2 		$5.09M Sell
24,802
-8,461
-25% -$1.71M 0.98% 20
2025
Q1 		$7.39M Buy
33,263
+2,279
+7% +$528K 1.78% 12
2024
Q4 		$7.76M Buy
30,984
+4,109
+15% +$968K 2.11% 9
2024
Q3 		$6.26M Buy
26,875
+11,805
+78% +$2.64M 2.03% 11
2024
Q2 		$3.17M Buy
15,070
+1,448
+11% +$270K 1.28% 15
2024
Q1 		$2.34M Buy
+13,622
New +$2.48M 1.34% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gibbs Wealth Management increased its Apple (AAPL) stake by 116% in Q1 2026, buying an estimated $5.85M and bringing the position to 41,850 shares worth $10.6M. The position accounts for 1.39% of the portfolio, ranked #14.

Gibbs Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. 6,108 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Gibbs Wealth Management held 41,850 shares of Apple worth $10.6M as of Q1 2026.
  • Gibbs Wealth Management bought 22,497 Apple shares in Q1 2026, an estimated $5.85M.
  • Apple made up 1.39% of Gibbs Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Gibbs Wealth Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • 6,108 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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