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MorganRosel Wealth Management’s Apple AAPL Stock Holding History

MorganRosel 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 		$2.98M Sell
11,731
-1,435
-11% -$373K 1.17% 25
2025
Q4 		$3.58M Sell
13,166
-84
-0.6% -$22.6K 0.9% 27
2025
Q3 		$3.37M Sell
13,250
-838
-6% -$189K 0.87% 27
2025
Q2 		$2.89M Sell
14,088
-266
-2% -$53.7K 0.79% 27
2025
Q1 		$3.19M Sell
14,354
-202
-1% -$46.8K 0.97% 26
2024
Q4 		$3.65M Buy
14,556
+8,342
+134% +$1.97M 1.2% 21
2024
Q3 		$1.45M Buy
6,214
+5
+0.1% +$1.12K 0.48% 38
2024
Q2 		$1.31M Buy
6,209
+86
+1% +$16K 0.46% 38
2024
Q1 		$1.05M Sell
6,123
-4,156
-40% -$756K 0.37% 48
2023
Q4 		$1.98M Sell
10,279
-117
-1% -$21.6K 0.77% 27
2023
Q3 		$1.78M Buy
10,396
+3,511
+51% +$644K 0.74% 27
2023
Q2 		$1.34M Buy
6,885
+76
+1% +$13.2K 0.54% 28
2023
Q1 		$1.12M Sell
6,809
-53
-0.8% -$7.82K 0.48% 33
2022
Q4 		$892K Buy
6,862
+21
+0.3% +$3K 0.41% 50
2022
Q3 		$945K Buy
6,841
+366
+6% +$57.4K 0.47% 37
2022
Q2 		$885K Buy
6,475
+371
+6% +$56.2K 0.47% 39
2022
Q1 		$1.07M Sell
6,104
-290
-5% -$48.8K 0.52% 34
2021
Q4 		$1.14M Buy
6,394
+70
+1% +$11.1K 0.55% 30
2021
Q3 		$895K Hold
6,324
– – 0.49% 37
2021
Q2 		$866K Sell
6,324
-7,782
-55% -$1.01M 0.49% 40
2021
Q1 		$1.72M Sell
14,106
-435
-3% -$55.8K 1.09% 19
2020
Q4 		$1.93M Buy
14,541
+558
+4% +$67.1K 1.36% 17
2020
Q3 		$1.62M Buy
13,983
+15
+0.1% +$1.64K 1.3% 16
2020
Q2 		$1.27M Buy
13,968
+7,108
+104% +$551K 1.18% 15
2020
Q1 		$436K Sell
6,860
-1,332
-16% -$98K 0.5% 47
2019
Q4 		$601K Sell
8,192
-1,968
-19% -$127K 0.46% 49
2019
Q3 		$569K Buy
10,160
+772
+8% +$40.4K 0.47% 50
2019
Q2 		$465K Hold
9,388
– – 0.38% 53
2019
Q1 		$446K Sell
9,388
-13,772
-59% -$584K 0.38% 53
2018
Q4 		$913K Buy
+23,160
New +$1.12M 0.94% 20

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

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

MorganRosel Wealth Management reduced its Apple (AAPL) stake by 11% in Q1 2026, selling an estimated $373K and leaving 11,731 shares worth $2.98M. The position accounts for 1.17% of the portfolio, ranked #25.

MorganRosel Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.65M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • MorganRosel Wealth Management held 11,731 shares of Apple worth $2.98M as of Q1 2026.
  • MorganRosel Wealth Management sold 1,435 Apple shares in Q1 2026, an estimated $373K.
  • Apple made up 1.17% of MorganRosel Wealth Management's portfolio in Q1 2026, its #25 holding.
  • MorganRosel Wealth Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Apple position peaked at $3.65M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.