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Madison Wealth Partners’s Apple AAPL Stock Holding History

Madison 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 		$13.7M Buy
53,870
+3,526
+7% +$918K 2.18% 12
2025
Q4 		$13.7M Buy
50,344
+8,999
+22% +$2.42M 2.5% 9
2025
Q3 		$10.5M Buy
41,345
+1,100
+3% +$248K 2.08% 12
2025
Q2 		$8.26M Buy
40,245
+54
+0.1% +$10.9K 1.8% 13
2025
Q1 		$8.93M Buy
40,191
+95
+0.2% +$22K 2.2% 11
2024
Q4 		$10M Sell
40,096
-98
-0.2% -$23.1K 2.81% 8
2024
Q3 		$9.37M Buy
40,194
+5,142
+15% +$1.15M 2.77% 8
2024
Q2 		$7.38M Sell
35,052
-231
-0.7% -$43.1K 2.53% 9
2024
Q1 		$6.05M Sell
35,283
-132
-0.4% -$24K 2.19% 10
2023
Q4 		$6.82M Buy
35,415
+5,820
+20% +$1.07M 2.7% 7
2023
Q3 		$5.07M Buy
29,595
+1,047
+4% +$192K 2.56% 9
2023
Q2 		$5.54M Sell
28,548
-64
-0.2% -$11.2K 2.59% 9
2023
Q1 		$4.72M Sell
28,612
-1,023
-3% -$151K 2.38% 10
2022
Q4 		$3.85M Buy
29,635
+1,033
+4% +$148K 2.25% 10
2022
Q3 		$3.95M Sell
28,602
-1,379
-5% -$216K 2.59% 10
2022
Q2 		$4.1M Buy
29,981
+1
+0% +$151 2.6% 10
2022
Q1 		$5.24M Buy
29,980
+430
+1% +$72.3K 2.93% 10
2021
Q4 		$5.25M Buy
29,550
+1,065
+4% +$168K 2.64% 11
2021
Q3 		$4.03M Buy
28,485
+962
+3% +$142K 2.27% 11
2021
Q2 		$3.77M Buy
27,523
+5,573
+25% +$722K 2.16% 12
2021
Q1 		$2.91M Hold
21,950
– – 2.05% 12
2020
Q4 		$2.91M Buy
+21,950
New +$2.64M 1.95% 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

Madison Wealth Partners's AAPL Position: Q1 2026 in Review

Madison Wealth Partners increased its Apple (AAPL) stake by 7% in Q1 2026, buying an estimated $918K and bringing the position to 53,870 shares worth $13.7M. The position accounts for 2.18% of the portfolio, ranked #12.

Madison Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.7M in Q4 2025. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Madison Wealth Partners held 53,870 shares of Apple worth $13.7M as of Q1 2026.
  • Madison Wealth Partners bought 3,526 Apple shares in Q1 2026, an estimated $918K.
  • Apple made up 2.18% of Madison Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Madison Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's Apple position peaked at $13.7M in Q4 2025.
  • 6,082 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.