Liberty Square Wealth Partners’s Apple AAPL Stock Holding History

Liberty Square Wealth Partners’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	$18.4M	Sell	72,480 -2,326	-3%	-$605K	5.13%	5
2025 Q4	$20.3M	Buy	74,806 +273	+0.4%	+$73.3K	5.8%	4
2025 Q3	$19M	Sell	74,533 -826	-1%	-$187K	5.86%	4
2025 Q2	$15.5M	Sell	75,359 -632	-0.8%	-$128K	5.34%	5
2025 Q1	$16.9M	Buy	75,991 +2,043	+3%	+$473K	6.44%	4
2024 Q4	$18.1M	Buy	+73,948	New	+$17.4M	6.6%	3

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

Liberty Square Wealth Partners's AAPL Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Apple (AAPL) stake by 3.1% in Q1 2026, selling an estimated $605K and leaving 72,480 shares worth $18.4M. The position accounts for 5.13% of the portfolio, ranked #5.

Liberty Square Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Liberty Square Wealth Partners held 72,480 shares of Apple worth $18.4M as of Q1 2026.
Liberty Square Wealth Partners sold 2,326 Apple shares in Q1 2026, an estimated $605K.
Apple made up 5.13% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #5 holding.
Liberty Square Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's Apple position peaked at $20.3M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.