MWM
AAPL icon

Maridea Wealth Management’s Apple AAPL Stock Holding History

Maridea 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 		$7.82M Buy
30,809
+3,461
+13% +$901K 1.14% 17
2025
Q4 		$7.43M Buy
27,348
+347
+1% +$93.2K 1.12% 17
2025
Q3 		$7.08M Buy
27,001
+8,310
+44% +$1.88M 1.1% 19
2025
Q2 		$3.83M Buy
18,691
+3,610
+24% +$729K 1% 23
2025
Q1 		$3.35M Buy
15,081
+611
+4% +$142K 1.09% 16
2024
Q4 		$3.62M Buy
+14,470
New +$3.41M 1.17% 18

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

Maridea Wealth Management's AAPL Position: Q1 2026 in Review

Maridea Wealth Management increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $901K and bringing the position to 30,809 shares worth $7.82M. The position accounts for 1.14% of the portfolio, ranked #17.

Maridea Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Maridea Wealth Management held 30,809 shares of Apple worth $7.82M as of Q1 2026.
  • Maridea Wealth Management bought 3,461 Apple shares in Q1 2026, an estimated $901K.
  • Apple made up 1.14% of Maridea Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Maridea Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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