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Marshall & Sterling Wealth Advisors’s Apple AAPL Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$1.81M Sell
7,147
-440
-6% -$115K 1.19% 22
2025
Q4 		$2.06M Sell
7,587
-1,284
-14% -$345K 1.36% 20
2025
Q3 		$2.25M Sell
8,871
-252
-3% -$56.9K 1.44% 18
2025
Q2 		$1.87M Buy
9,123
+285
+3% +$57.6K 1.26% 21
2025
Q1 		$1.96M Buy
8,838
+1,232
+16% +$285K 1.33% 18
2024
Q4 		$1.9M Buy
+7,606
New +$1.79M 1.32% 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

Marshall & Sterling Wealth Advisors's AAPL Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Apple (AAPL) stake by 5.8% in Q1 2026, selling an estimated $115K and leaving 7,147 shares worth $1.81M. The position accounts for 1.19% of the portfolio, ranked #22.

Marshall & Sterling Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 7,147 shares of Apple worth $1.81M as of Q1 2026.
  • Marshall & Sterling Wealth Advisors sold 440 Apple shares in Q1 2026, an estimated $115K.
  • Apple made up 1.19% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Apple position peaked at $2.25M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.