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Keystone Wealth Services’s Apple AAPL Stock Holding History

Keystone Wealth Services’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 Sell
75,070
-4,704
-6% -$1.22M 4.07% 2
2025
Q4 		$21.7M Buy
79,774
+5,406
+7% +$1.45M 4.57% 3
2025
Q3 		$18.9M Buy
74,368
+515
+0.7% +$116K 4.13% 2
2025
Q2 		$15.2M Buy
73,853
+4,098
+6% +$828K 3.65% 2
2025
Q1 		$15.5M Sell
69,755
-4,491
-6% -$1.04M 4.2% 2
2024
Q4 		$18.6M Sell
74,246
-341
-0.5% -$80.4K 4.92% 2
2024
Q3 		$17.4M Buy
74,587
+3,449
+5% +$770K 4.81% 2
2024
Q2 		$15M Buy
71,138
+1,039
+1% +$194K 4.66% 2
2024
Q1 		$12M Sell
70,099
-5,947
-8% -$1.08M 3.91% 2
2023
Q4 		$14.6M Sell
76,046
-2,029
-3% -$375K 5.02% 2
2023
Q3 		$13.4M Buy
78,075
+1,700
+2% +$312K 5.08% 2
2023
Q2 		$14.8M Sell
76,375
-678
-0.9% -$118K 5.54% 2
2023
Q1 		$12.7M Buy
77,053
+2,327
+3% +$343K 5.2% 2
2022
Q4 		$9.71M Buy
74,726
+3,506
+5% +$501K 4.24% 3
2022
Q3 		$9.84M Buy
71,220
+928
+1% +$146K 4.65% 3
2022
Q2 		$9.61M Buy
70,292
+543
+0.8% +$82.2K 4.3% 5
2022
Q1 		$12.2M Buy
69,749
+327
+0.5% +$55K 4.83% 3
2021
Q4 		$12.3M Buy
+69,422
New +$11M 5% 3

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

Keystone Wealth Services's AAPL Position: Q1 2026 in Review

Keystone Wealth Services reduced its Apple (AAPL) stake by 5.9% in Q1 2026, selling an estimated $1.22M and leaving 75,070 shares worth $19.1M. The position accounts for 4.07% of the portfolio, ranked #2.

Keystone Wealth Services first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.7M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Keystone Wealth Services held 75,070 shares of Apple worth $19.1M as of Q1 2026.
  • Keystone Wealth Services sold 4,704 Apple shares in Q1 2026, an estimated $1.22M.
  • Apple made up 4.07% of Keystone Wealth Services's portfolio in Q1 2026, its #2 holding.
  • Keystone Wealth Services first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Apple position peaked at $21.7M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.