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Greenhouse Wealth Management’s Apple AAPL Stock Holding History

Greenhouse 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 		$1.55M Sell
6,103
-104
-2% -$27.1K 0.96% 15
2025
Q4 		$1.69M Hold
6,207
– – 1% 14
2025
Q3 		$1.58M Hold
6,207
– – 0.95% 16
2025
Q2 		$1.27M Hold
6,207
– – 0.82% 17
2025
Q1 		$1.38M Hold
6,207
– – 1.03% 14
2024
Q4 		$1.55M Buy
6,207
+100
+2% +$23.6K 1.03% 13
2024
Q3 		$1.42M Buy
6,107
+6
+0.1% +$1.34K 0.96% 14
2024
Q2 		$1.28M Buy
6,101
+7
+0.1% +$1.3K 0.94% 15
2024
Q1 		$1.05M Sell
6,094
-194
-3% -$35.3K 0.78% 17
2023
Q4 		$1.21M Buy
6,288
+6
+0.1% +$1.11K 0.98% 15
2023
Q3 		$1.08M Buy
6,282
+8
+0.1% +$1.47K 0.97% 15
2023
Q2 		$1.22M Buy
6,274
+6
+0.1% +$1.05K 1.07% 14
2023
Q1 		$1.03M Sell
6,268
-380
-6% -$56.1K 0.98% 16
2022
Q4 		$864K Buy
6,648
+32
+0.5% +$4.57K 0.87% 17
2022
Q3 		$914K Sell
6,616
-219
-3% -$34.4K 1.02% 14
2022
Q2 		$934K Buy
6,835
+233
+4% +$35.3K 1% 15
2022
Q1 		$1.15M Buy
6,602
+7
+0.1% +$1.18K 1.08% 15
2021
Q4 		$1.17M Sell
6,595
-12,871
-66% -$2.03M 1.05% 15
2021
Q3 		$2.75M Sell
19,466
-323
-2% -$47.6K 2.61% 8
2021
Q2 		$2.71M Buy
19,789
+32
+0.2% +$4.15K 2.51% 8
2021
Q1 		$2.41M Sell
19,757
-373
-2% -$47.9K 2.4% 8
2020
Q4 		$2.67M Buy
+20,130
New +$2.42M 2.64% 8

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

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

Greenhouse Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $27.1K and leaving 6,103 shares worth $1.55M. The position accounts for 0.96% of the portfolio, ranked #15.

Greenhouse Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.75M in Q3 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Greenhouse Wealth Management held 6,103 shares of Apple worth $1.55M as of Q1 2026.
  • Greenhouse Wealth Management sold 104 Apple shares in Q1 2026, an estimated $27.1K.
  • Apple made up 0.96% of Greenhouse Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Greenhouse Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Greenhouse Wealth Management's Apple position peaked at $2.75M in Q3 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.