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Medallion Wealth Advisors’s Apple AAPL Stock Holding History

Medallion 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 		$4.39M Buy
17,281
+1,232
+8% +$321K 1.43% 10
2025
Q4 		$4.36M Buy
16,049
+369
+2% +$99.1K 1.47% 9
2025
Q3 		$3.99M Buy
15,680
+269
+2% +$60.8K 1.42% 9
2025
Q2 		$3.19M Buy
15,411
+110
+0.7% +$22.2K 1.23% 14
2025
Q1 		$3.41M Buy
15,301
+720
+5% +$167K 1.55% 10
2024
Q4 		$3.51M Buy
+14,581
New +$3.44M 1.74% 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

Medallion Wealth Advisors's AAPL Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Apple (AAPL) stake by 7.7% in Q1 2026, buying an estimated $321K and bringing the position to 17,281 shares worth $4.39M. The position accounts for 1.43% of the portfolio, ranked #10.

Medallion Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Medallion Wealth Advisors held 17,281 shares of Apple worth $4.39M as of Q1 2026.
  • Medallion Wealth Advisors bought 1,232 Apple shares in Q1 2026, an estimated $321K.
  • Apple made up 1.43% of Medallion Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Medallion Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.