Long Island Wealth Management’s Apple AAPL Stock Holding History

Long Island 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	$1.25M	Buy	4,931 +77	+2%	+$20K	0.58%	36
2025 Q4	$1.32M	Hold	4,854	–	–	0.62%	36
2025 Q3	$1.24M	Buy	4,854 +65	+1%	+$14.7K	0.6%	36
2025 Q2	$982K	Buy	4,789 +546	+13%	+$110K	0.51%	40
2025 Q1	$942K	Hold	4,243	–	–	0.57%	39
2024 Q4	$1.06M	Buy	4,243 +60	+1%	+$14.1K	0.67%	33
2024 Q3	$975K	Sell	4,183 -130	-3%	-$29K	0.64%	38
2024 Q2	$908K	Buy	4,313 +307	+8%	+$57.3K	0.64%	40
2024 Q1	$687K	Sell	4,006 -4	-0.1%	-$727	0.49%	46
2023 Q4	$772K	Buy	+4,010	New	+$740K	0.55%	38

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

Long Island Wealth Management's AAPL Position: Q1 2026 in Review

Long Island Wealth Management increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $20K and bringing the position to 4,931 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #36.

Long Island Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Long Island Wealth Management held 4,931 shares of Apple worth $1.25M as of Q1 2026.
Long Island Wealth Management bought 77 Apple shares in Q1 2026, an estimated $20K.
Apple made up 0.58% of Long Island Wealth Management's portfolio in Q1 2026, its #36 holding.
Long Island Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Apple position peaked at $1.32M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.