Modern Wealth Management’s Apple AAPL Stock Holding History

Modern 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	$132M	Buy	517,048 +22,053	+4%	+$5.74M	2.26%	3
2025 Q4	$135M	Buy	494,995 +34,223	+7%	+$9.19M	2.45%	2
2025 Q3	$117M	Buy	460,772 +64,371	+16%	+$14.5M	2.32%	4
2025 Q2	$81.3M	Buy	396,401 +47,084	+13%	+$9.51M	2%	7
2025 Q1	$77.6M	Buy	349,317 +36,974	+12%	+$8.57M	2.48%	7
2024 Q4	$78.2M	Buy	312,343 +208,360	+200%	+$49.1M	2.92%	4
2024 Q3	$24.2M	Buy	103,983 +1,724	+2%	+$385K	1.48%	12
2024 Q2	$21.5M	Buy	102,259 +18,215	+22%	+$3.4M	1.59%	12
2024 Q1	$14.4M	Buy	84,044 +31,040	+59%	+$5.64M	1.34%	16
2023 Q4	$10.2M	Buy	+53,004	New	+$9.79M	1.29%	16

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Modern Wealth Management increased its Apple (AAPL) stake by 4.5% in Q1 2026, buying an estimated $5.74M and bringing the position to 517,048 shares worth $132M. The position accounts for 2.26% of the portfolio, ranked #3.

Modern Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $135M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Modern Wealth Management held 517,048 shares of Apple worth $132M as of Q1 2026.
Modern Wealth Management bought 22,053 Apple shares in Q1 2026, an estimated $5.74M.
Apple made up 2.26% of Modern Wealth Management's portfolio in Q1 2026, its #3 holding.
Modern Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Apple position peaked at $135M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.