Iams Wealth Management’s Apple AAPL Stock Holding History

Iams 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	$4.78M	Buy	18,815 +774	+4%	+$201K	1.66%	10
2025 Q4	$4.91M	Sell	18,041 -5,005	-22%	-$1.34M	1.77%	9
2025 Q3	$5.87M	Buy	23,046 +9,281	+67%	+$2.1M	2.35%	5
2025 Q2	$2.82M	Sell	13,765 -2,340	-15%	-$473K	1.3%	15
2025 Q1	$3.58M	Sell	16,105 -299	-2%	-$69.3K	1.64%	7
2024 Q4	$4.11M	Buy	16,404 +4,467	+37%	+$1.05M	1.88%	9
2024 Q3	$2.78M	Buy	11,937 +1,648	+16%	+$368K	1.37%	14
2024 Q2	$2.17M	Buy	10,289 +3,803	+59%	+$709K	1.19%	18
2024 Q1	$1.18M	Buy	6,486 +1,233	+23%	+$224K	0.72%	46
2023 Q4	$1.01M	Buy	5,253 +150	+3%	+$27.7K	0.65%	52
2023 Q3	$874K	Buy	+5,103	New	+$936K	0.6%	58
2023 Q2	–	Sell	-4,011	Closed	-$699K	–	128
2023 Q1	$650K	Buy	4,011 +880	+28%	+$130K	0.54%	60
2022 Q4	$407K	Buy	+3,131	New	+$447K	0.41%	72

Other funds holding AAPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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 $1.47T 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