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Morey & Quinn Wealth Partners’s Apple AAPL Stock Holding History

Morey & Quinn Wealth Partners’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 		$7.48M Buy
29,461
+320
+1% +$83.3K 5.32% 3
2025
Q4 		$7.92M Buy
29,141
+91
+0.3% +$24.4K 5.69% 3
2025
Q3 		$7.4M Sell
29,050
-143
-0.5% -$32.3K 5.45% 4
2025
Q2 		$5.99M Sell
29,193
-1,136
-4% -$229K 4.79% 4
2025
Q1 		$6.74M Buy
30,329
+222
+0.7% +$51.4K 5.58% 3
2024
Q4 		$7.54M Buy
+30,107
New +$7.1M 6.4% 3

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

Morey & Quinn Wealth Partners's AAPL Position: Q1 2026 in Review

Morey & Quinn Wealth Partners increased its Apple (AAPL) stake by 1.1% in Q1 2026, buying an estimated $83.3K and bringing the position to 29,461 shares worth $7.48M. The position accounts for 5.32% of the portfolio, ranked #3.

Morey & Quinn Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.92M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Morey & Quinn Wealth Partners held 29,461 shares of Apple worth $7.48M as of Q1 2026.
  • Morey & Quinn Wealth Partners bought 320 Apple shares in Q1 2026, an estimated $83.3K.
  • Apple made up 5.32% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Morey & Quinn Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's Apple position peaked at $7.92M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.