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High Note Wealth’s Apple AAPL Stock Holding History

High Note Wealth’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 		$19.1M Buy
75,232
+2
+0% +$521 3.75% 7
2025
Q4 		$20.5M Buy
75,230
+796
+1% +$214K 4% 5
2025
Q3 		$19M Sell
74,434
-558
-0.7% -$126K 3.8% 6
2025
Q2 		$15.4M Sell
74,992
-2,254
-3% -$455K 3.52% 6
2025
Q1 		$17.2M Sell
77,246
-779
-1% -$180K 4.25% 5
2024
Q4 		$19.5M Buy
78,025
+203
+0.3% +$47.8K 5.09% 5
2024
Q3 		$18.1M Sell
77,822
-128
-0.2% -$28.6K 5.18% 5
2024
Q2 		$16.4M Buy
77,950
+1,074
+1% +$200K 5.02% 5
2024
Q1 		$13.2M Buy
76,876
+1,512
+2% +$275K 4.29% 6
2023
Q4 		$14.5M Buy
75,364
+1,269
+2% +$234K 5.46% 3
2023
Q3 		$12.7M Buy
74,095
+639
+0.9% +$117K 5.24% 3
2023
Q2 		$14.2M Sell
73,456
-1,896
-3% -$330K 5.81% 3
2023
Q1 		$12.4M Sell
75,352
-116
-0.2% -$17.1K 5.12% 4
2022
Q4 		$9.81M Buy
75,468
+684
+0.9% +$97.8K 4.11% 6
2022
Q3 		$10.8M Buy
74,784
+369
+0.5% +$57.9K 4.33% 5
2022
Q2 		$10.2M Buy
74,415
+5,817
+8% +$881K 3.97% 5
2022
Q1 		$12M Sell
68,598
-4,265
-6% -$717K 4.23% 6
2021
Q4 		$12.9M Buy
72,863
+538
+0.7% +$85K 4.36% 5
2021
Q3 		$10.2M Buy
72,325
+809
+1% +$119K 3.69% 7
2021
Q2 		$9.79M Sell
71,516
-528
-0.7% -$68.4K 3.56% 8
2021
Q1 		$8.8M Buy
72,044
+1,944
+3% +$250K 3.42% 8
2020
Q4 		$9.3M Buy
+70,100
New +$8.43M 3.95% 7

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

High Note Wealth's AAPL Position: Q1 2026 in Review

High Note Wealth increased its Apple (AAPL) stake by 0% in Q1 2026, buying an estimated $521 and bringing the position to 75,232 shares worth $19.1M. The position accounts for 3.75% of the portfolio, ranked #7.

High Note Wealth first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.5M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • High Note Wealth held 75,232 shares of Apple worth $19.1M as of Q1 2026.
  • High Note Wealth bought 2 Apple shares in Q1 2026, an estimated $521.
  • Apple made up 3.75% of High Note Wealth's portfolio in Q1 2026, its #7 holding.
  • High Note Wealth first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's Apple position peaked at $20.5M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.