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Moran Wealth Management’s Apple AAPL Stock Holding History

Moran 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 		$13.4M Buy
52,920
+5,174
+11% +$1.35M 0.41% 78
2025
Q4 		$13M Buy
47,746
+6,801
+17% +$1.83M 0.4% 76
2025
Q3 		$10.4M Buy
40,945
+4,063
+11% +$918K 0.31% 98
2025
Q2 		$7.57M Buy
36,882
+2,669
+8% +$539K 0.23% 132
2025
Q1 		$7.6M Buy
34,213
+376
+1% +$87.1K 0.26% 121
2024
Q4 		$8.47M Buy
33,837
+1,104
+3% +$260K 0.27% 111
2024
Q3 		$7.63M Sell
32,733
-21
-0.1% -$4.69K 0.23% 129
2024
Q2 		$6.9M Buy
32,754
+1,704
+5% +$318K 0.23% 141
2024
Q1 		$5.32M Buy
31,050
+1,988
+7% +$361K 0.17% 165
2023
Q4 		$5.6M Buy
29,062
+1,629
+6% +$301K 0.2% 150
2023
Q3 		$4.7M Sell
27,433
-68,899
-72% -$12.6M 0.18% 154
2023
Q2 		$18.7M Buy
96,332
+10
+0% +$1.74K 0.7% 44
2023
Q1 		$15.9M Buy
96,322
+46,951
+95% +$6.93M 0.6% 62
2022
Q4 		$6.41M Buy
+49,371
New +$7.06M 0.24% 123

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

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

Moran Wealth Management increased its Apple (AAPL) stake by 11% in Q1 2026, buying an estimated $1.35M and bringing the position to 52,920 shares worth $13.4M. The position accounts for 0.41% of the portfolio, ranked #78.

Moran Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.7M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Moran Wealth Management held 52,920 shares of Apple worth $13.4M as of Q1 2026.
  • Moran Wealth Management bought 5,174 Apple shares in Q1 2026, an estimated $1.35M.
  • Apple made up 0.41% of Moran Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Moran Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Apple position peaked at $18.7M in Q2 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.