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LeConte Wealth Management’s Apple AAPL Stock Holding History

LeConte 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 		$4.48M Buy
17,672
+611
+4% +$159K 2.9% 9
2025
Q4 		$4.64M Buy
17,061
+1,046
+7% +$281K 3.03% 9
2025
Q3 		$4.08M Buy
16,015
+3,861
+32% +$872K 2.72% 11
2025
Q2 		$2.49M Buy
12,154
+2,691
+28% +$543K 1.69% 14
2025
Q1 		$2.1M Buy
+9,463
New +$2.19M 1.34% 13

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

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

LeConte Wealth Management increased its Apple (AAPL) stake by 3.6% in Q1 2026, buying an estimated $159K and bringing the position to 17,672 shares worth $4.48M. The position accounts for 2.9% of the portfolio, ranked #9.

LeConte Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.64M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LeConte Wealth Management held 17,672 shares of Apple worth $4.48M as of Q1 2026.
  • LeConte Wealth Management bought 611 Apple shares in Q1 2026, an estimated $159K.
  • Apple made up 2.9% of LeConte Wealth Management's portfolio in Q1 2026, its #9 holding.
  • LeConte Wealth Management first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Apple position peaked at $4.64M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.