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Heirloom Wealth Management’s Apple AAPL Stock Holding History

Heirloom 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 		$14M Buy
55,039
+8,361
+18% +$2.18M 2.52% 14
2025
Q4 		$12.7M Buy
46,678
+479
+1% +$129K 2.93% 15
2025
Q3 		$11.8M Buy
46,199
+699
+2% +$158K 2.84% 15
2025
Q2 		$9.34M Buy
45,500
+84
+0.2% +$17K 2.46% 14
2025
Q1 		$10.1M Buy
45,416
+1,575
+4% +$365K 2.89% 13
2024
Q4 		$11M Buy
43,841
+2,569
+6% +$605K 3.29% 11
2024
Q3 		$9.62M Buy
41,272
+744
+2% +$166K 3% 11
2024
Q2 		$8.54M Buy
40,528
+1,359
+3% +$253K 2.77% 12
2024
Q1 		$6.72M Sell
39,169
-1,097
-3% -$199K 2.29% 15
2023
Q4 		$7.75M Buy
40,266
+1,016
+3% +$188K 2.98% 12
2023
Q3 		$6.72M Sell
39,250
-1,029
-3% -$189K 2.99% 12
2023
Q2 		$7.81M Buy
40,279
+1,646
+4% +$287K 3.39% 12
2023
Q1 		$6.37M Buy
38,633
+4,225
+12% +$623K 3.04% 13
2022
Q4 		$4.47M Buy
+34,408
New +$4.92M 2.78% 14
2022
Q2 		$607K Buy
3,678
+1,789
+95% +$271K 0.5% 23
2022
Q1 		$278K Buy
1,889
+244
+15% +$41K 0.19% 27
2021
Q4 		$266K Buy
+1,645
New +$260K 0.23% 31

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

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

Heirloom Wealth Management increased its Apple (AAPL) stake by 18% in Q1 2026, buying an estimated $2.18M and bringing the position to 55,039 shares worth $14M. The position accounts for 2.52% of the portfolio, ranked #14.

Heirloom Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Heirloom Wealth Management held 55,039 shares of Apple worth $14M as of Q1 2026.
  • Heirloom Wealth Management bought 8,361 Apple shares in Q1 2026, an estimated $2.18M.
  • Apple made up 2.52% of Heirloom Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Heirloom Wealth Management first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.