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Muirfield Wealth Advisors’s Apple AAPL Stock Holding History

Muirfield 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 		$3M Sell
11,801
-18
-0.2% -$4.68K 2.2% 14
2025
Q4 		$3.21M Sell
11,819
-919
-7% -$247K 2.36% 14
2025
Q3 		$3.24M Sell
12,738
-1,405
-10% -$317K 2.41% 13
2025
Q2 		$2.9M Buy
14,143
+86
+0.6% +$17.4K 2.31% 15
2025
Q1 		$3.12M Buy
14,057
+55
+0.4% +$12.7K 2.65% 13
2024
Q4 		$3.51M Buy
14,002
+4,922
+54% +$1.16M 2.89% 11
2024
Q3 		$2.12M Buy
9,080
+800
+10% +$179K 1.8% 15
2024
Q2 		$1.74M Sell
8,280
-1,910
-19% -$356K 1.64% 17
2024
Q1 		$1.75M Buy
10,190
+22
+0.2% +$4K 1.68% 15
2023
Q4 		$1.96M Buy
+10,168
New +$1.88M 2.07% 14

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

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

Muirfield Wealth Advisors reduced its Apple (AAPL) stake by 0.15% in Q1 2026, selling an estimated $4.68K and leaving 11,801 shares worth $3M. The position accounts for 2.2% of the portfolio, ranked #14.

Muirfield Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Muirfield Wealth Advisors held 11,801 shares of Apple worth $3M as of Q1 2026.
  • Muirfield Wealth Advisors sold 18 Apple shares in Q1 2026, an estimated $4.68K.
  • Apple made up 2.2% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Muirfield Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Muirfield Wealth Advisors's Apple position peaked at $3.51M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.