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Inlight Wealth Management’s Apple AAPL Stock Holding History

Inlight 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 		$574K Buy
2,261
+11
+0.5% +$2.86K 0.21% 29
2025
Q4 		$612K Buy
2,250
+2
+0.1% +$537 0.22% 32
2025
Q3 		$573K Buy
2,248
+1
+0% +$226 0.27% 31
2025
Q2 		$461K Sell
2,247
-4
-0.2% -$808 0.24% 32
2025
Q1 		$500K Buy
2,251
+2
+0.1% +$463 0.31% 29
2024
Q4 		$563K Buy
+2,249
New +$530K 0.37% 30

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

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

Inlight Wealth Management increased its Apple (AAPL) stake by 0.49% in Q1 2026, buying an estimated $2.86K and bringing the position to 2,261 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #29.

Inlight Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $612K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Inlight Wealth Management held 2,261 shares of Apple worth $574K as of Q1 2026.
  • Inlight Wealth Management bought 11 Apple shares in Q1 2026, an estimated $2.86K.
  • Apple made up 0.21% of Inlight Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Inlight Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Inlight Wealth Management's Apple position peaked at $612K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.