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Magnolia Private Wealth’s Apple AAPL Stock Holding History

Magnolia Private Wealth’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 		$4.56M Buy
17,951
+500
+3% +$130K 3.04% 6
2025
Q4 		$4.74M Buy
17,451
+526
+3% +$141K 3.32% 8
2025
Q3 		$4.31M Buy
16,925
+1,252
+8% +$283K 3.16% 8
2025
Q2 		$3.22M Sell
15,673
-150
-0.9% -$30.3K 2.49% 9
2025
Q1 		$3.51M Buy
15,823
+1,296
+9% +$300K 2.89% 8
2024
Q4 		$3.64M Buy
+14,527
New +$3.42M 3.13% 8

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

Magnolia Private Wealth's AAPL Position: Q1 2026 in Review

Magnolia Private Wealth increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $130K and bringing the position to 17,951 shares worth $4.56M. The position accounts for 3.04% of the portfolio, ranked #6.

Magnolia Private Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.74M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Magnolia Private Wealth held 17,951 shares of Apple worth $4.56M as of Q1 2026.
  • Magnolia Private Wealth bought 500 Apple shares in Q1 2026, an estimated $130K.
  • Apple made up 3.04% of Magnolia Private Wealth's portfolio in Q1 2026, its #6 holding.
  • Magnolia Private Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Magnolia Private Wealth's Apple position peaked at $4.74M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.