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HighMark Wealth Management’s Apple AAPL Stock Holding History

HighMark 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 		$1.99M Sell
7,840
-84
-1% -$21.9K 0.81% 18
2025
Q4 		$2.15M Sell
7,924
-484
-6% -$130K 0.88% 18
2025
Q3 		$2.14M Buy
8,408
+64
+0.8% +$14.5K 0.94% 18
2025
Q2 		$1.71M Buy
8,344
+1,284
+18% +$259K 0.84% 17
2025
Q1 		$1.58M Sell
7,060
-105
-1% -$24.3K 0.94% 14
2024
Q4 		$1.79M Buy
7,165
+135
+2% +$31.8K 1.03% 14
2024
Q3 		$1.64M Buy
7,030
+88
+1% +$19.7K 0.9% 15
2024
Q2 		$1.46M Buy
6,942
+2,179
+46% +$406K 0.88% 13
2024
Q1 		$834K Buy
4,763
+118
+3% +$21.5K 0.52% 21
2023
Q4 		$894K Buy
4,645
+12
+0.3% +$2.22K 0.66% 17
2023
Q3 		$793K Sell
4,633
-187
-4% -$34.3K 0.66% 18
2023
Q2 		$935K Sell
4,820
-1,057
-18% -$184K 0.7% 22
2023
Q1 		$969K Buy
5,877
+7
+0.1% +$1.03K 0.76% 20
2022
Q4 		$763K Buy
5,870
+46
+0.8% +$6.57K 0.58% 23
2022
Q3 		$805K Buy
5,824
+126
+2% +$19.8K 0.69% 17
2022
Q2 		$779K Buy
5,698
+306
+6% +$46.3K 0.63% 21
2022
Q1 		$942K Sell
5,392
-159
-3% -$26.7K 0.63% 20
2021
Q4 		$986K Sell
5,551
-113
-2% -$17.9K 0.63% 22
2021
Q3 		$801K Sell
5,664
-240
-4% -$35.3K 0.59% 20
2021
Q2 		$809K Buy
5,904
+198
+3% +$25.7K 0.59% 19
2021
Q1 		$697K Buy
5,706
+246
+5% +$31.6K 0.56% 20
2020
Q4 		$724K Sell
5,460
-678
-11% -$81.6K 0.62% 18
2020
Q3 		$711K Buy
6,138
+90
+1% +$9.82K 0.64% 19
2020
Q2 		$552K Sell
6,048
-160
-3% -$12.4K 0.61% 19
2020
Q1 		$394K Buy
6,208
+156
+3% +$11.5K 0.48% 18
2019
Q4 		$444K Buy
+6,052
New +$389K 0.47% 17

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

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

HighMark Wealth Management reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $21.9K and leaving 7,840 shares worth $1.99M. The position accounts for 0.81% of the portfolio, ranked #18.

HighMark Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.15M in Q4 2025. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • HighMark Wealth Management held 7,840 shares of Apple worth $1.99M as of Q1 2026.
  • HighMark Wealth Management sold 84 Apple shares in Q1 2026, an estimated $21.9K.
  • Apple made up 0.81% of HighMark Wealth Management's portfolio in Q1 2026, its #18 holding.
  • HighMark Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Apple position peaked at $2.15M in Q4 2025.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.