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M Wealth Management LLC’s Apple AAPL Stock Holding History

M Wealth Management LLC’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 		$1.72M Buy
6,791
+500
+8% +$130K 1.45% 14
2025
Q4 		$1.71M Sell
6,291
-5
-0.1% -$1.34K 1.49% 14
2025
Q3 		$1.6M Sell
6,296
-2,000
-24% -$452K 1.41% 15
2025
Q2 		$1.7M Hold
8,296
– – 1.57% 14
2025
Q1 		$1.84M Hold
8,296
– – 1.72% 13
2024
Q4 		$2.08M Buy
+8,296
New +$1.96M 1.9% 11

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

M Wealth Management LLC's AAPL Position: Q1 2026 in Review

M Wealth Management LLC increased its Apple (AAPL) stake by 7.9% in Q1 2026, buying an estimated $130K and bringing the position to 6,791 shares worth $1.72M. The position accounts for 1.45% of the portfolio, ranked #14.

M Wealth Management LLC first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.08M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • M Wealth Management LLC held 6,791 shares of Apple worth $1.72M as of Q1 2026.
  • M Wealth Management LLC bought 500 Apple shares in Q1 2026, an estimated $130K.
  • Apple made up 1.45% of M Wealth Management LLC's portfolio in Q1 2026, its #14 holding.
  • M Wealth Management LLC first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • M Wealth Management LLC's Apple position peaked at $2.08M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.