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Laurel Wealth Planning’s Apple AAPL Stock Holding History

Laurel Wealth Planning’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 		$1.32M Buy
5,196
+1,497
+40% +$390K 0.7% 33
2025
Q4 		$1.01M Buy
3,699
+1,314
+55% +$353K 0.56% 37
2025
Q3 		$607K Sell
2,385
-100
-4% -$22.6K 0.32% 44
2025
Q2 		$510K Sell
2,485
-28
-1% -$5.66K 0.29% 43
2025
Q1 		$558K Hold
2,513
– – 0.37% 41
2024
Q4 		$629K Sell
2,513
-168
-6% -$39.6K 0.41% 40
2024
Q3 		$625K Sell
2,681
-1,200
-31% -$268K 0.41% 40
2024
Q2 		$817K Sell
3,881
-111
-3% -$20.7K 0.57% 34
2024
Q1 		$685K Sell
3,992
-150
-4% -$27.3K 0.46% 36
2023
Q4 		$797K Buy
4,142
+25
+0.6% +$4.62K 0.56% 35
2023
Q3 		$705K Hold
4,117
– – 0.55% 37
2023
Q2 		$799K Sell
4,117
-512
-11% -$89.2K 0.57% 37
2023
Q1 		$763K Hold
4,629
– – 0.51% 41
2022
Q4 		$601K Sell
4,629
-150
-3% -$21.4K 0.39% 42
2022
Q3 		$660K Sell
4,779
-727
-13% -$114K 0.49% 41
2022
Q2 		$753K Buy
5,506
+25
+0.5% +$3.79K 0.53% 40
2022
Q1 		$957K Buy
5,481
+1,600
+41% +$269K 0.65% 38
2021
Q4 		$689K Hold
3,881
– – 0.52% 39
2021
Q3 		$549K Buy
3,881
+1,931
+99% +$284K 0.44% 45
2021
Q2 		$267K Hold
1,950
– – 0.23% 43
2021
Q1 		$238K Hold
1,950
– – 0.22% 42
2020
Q4 		$259K Buy
+1,950
New +$235K 0.25% 37

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

Laurel Wealth Planning's AAPL Position: Q1 2026 in Review

Laurel Wealth Planning increased its Apple (AAPL) stake by 40% in Q1 2026, buying an estimated $390K and bringing the position to 5,196 shares worth $1.32M. The position accounts for 0.7% of the portfolio, ranked #33.

Laurel Wealth Planning first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Laurel Wealth Planning held 5,196 shares of Apple worth $1.32M as of Q1 2026.
  • Laurel Wealth Planning bought 1,497 Apple shares in Q1 2026, an estimated $390K.
  • Apple made up 0.7% of Laurel Wealth Planning's portfolio in Q1 2026, its #33 holding.
  • Laurel Wealth Planning first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.