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Glass Wealth Management’s Apple AAPL Stock Holding History

Glass 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 		$11.3M Buy
44,404
+1,647
+4% +$429K 4.37% 5
2025
Q4 		$11.6M Sell
42,757
-2,257
-5% -$606K 4.77% 4
2025
Q3 		$11.5M Buy
45,014
+55
+0.1% +$12.4K 5.11% 3
2025
Q2 		$9.22M Sell
44,959
-1,872
-4% -$378K 4.91% 3
2025
Q1 		$10.4M Buy
46,831
+405
+0.9% +$93.8K 6.24% 3
2024
Q4 		$11.6M Buy
46,426
+4,457
+11% +$1.05M 6.32% 3
2024
Q3 		$9.78M Buy
41,969
+7,697
+22% +$1.72M 5.4% 3
2024
Q2 		$7.22M Buy
34,272
+12
+0% +$2.24K 4.22% 4
2024
Q1 		$5.87M Buy
+34,260
New +$6.23M 3.58% 4

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

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

Glass Wealth Management increased its Apple (AAPL) stake by 3.9% in Q1 2026, buying an estimated $429K and bringing the position to 44,404 shares worth $11.3M. The position accounts for 4.37% of the portfolio, ranked #5.

Glass Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Glass Wealth Management held 44,404 shares of Apple worth $11.3M as of Q1 2026.
  • Glass Wealth Management bought 1,647 Apple shares in Q1 2026, an estimated $429K.
  • Apple made up 4.37% of Glass Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Glass Wealth Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Glass Wealth Management's Apple position peaked at $11.6M in Q4 2024.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Glass Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.