Landmark Wealth Management (New York)’s Apple AAPL Stock Holding History

Landmark Wealth Management (New York)’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	$2.8M	Buy	11,015 +1,333	+14%	+$347K	0.75%	31
2025 Q4	$2.63M	Sell	9,682 -528	-5%	-$142K	1.01%	28
2025 Q3	$2.6M	Sell	10,210 -101	-1%	-$22.8K	1.03%	28
2025 Q2	$2.12M	Buy	10,311 +6	+0.1%	+$1.21K	0.9%	29
2025 Q1	$2.29M	Sell	10,305 -270	-3%	-$62.6K	1.01%	29
2024 Q4	$2.65M	Sell	10,575 -293	-3%	-$69.1K	1.17%	27
2024 Q3	$2.53M	Sell	10,868 -175	-2%	-$39.1K	1.1%	26
2024 Q2	$2.33M	Buy	11,043 +181	+2%	+$33.8K	1.81%	16
2024 Q1	$1.86M	Buy	10,862 +1,416	+15%	+$257K	0.86%	32
2023 Q4	$1.82M	Buy	9,446 +89	+1%	+$16.4K	0.9%	32
2023 Q3	$1.6M	Buy	+9,357	New	+$1.72M	0.91%	30
2023 Q2	–	Sell	-9,361	Closed	-$1.54M	–	41
2023 Q1	$1.54M	Buy	9,361 +465	+5%	+$68.6K	0.86%	31
2022 Q4	$1.16M	Sell	8,896 -19	-0.2%	-$2.71K	0.84%	34
2022 Q3	$1.23M	Buy	+8,915	New	+$1.4M	0.93%	29
2022 Q2	–	Sell	-22,646	Closed	-$1.99M	–	39
2022 Q1	$1.99M	Buy	22,646 +11,711	+107%	+$1.97M	1.04%	21
2021 Q4	$2K	Buy	+10,935	New	+$1.73M	1.17%	18

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Landmark Wealth Management (New York)'s AAPL Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $347K and bringing the position to 11,015 shares worth $2.8M. The position accounts for 0.75% of the portfolio, ranked #31.

Landmark Wealth Management (New York) first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Landmark Wealth Management (New York) held 11,015 shares of Apple worth $2.8M as of Q1 2026.
Landmark Wealth Management (New York) bought 1,333 Apple shares in Q1 2026, an estimated $347K.
Apple made up 0.75% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #31 holding.
Landmark Wealth Management (New York) first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.