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New Dimensions Wealth Management’s Apple AAPL Stock Holding History

New Dimensions 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 		$209K Sell
824
-39
-5% -$10.2K 0.18% 20
2025
Q4 		$235K Sell
863
-13
-1% -$3.49K 0.2% 20
2025
Q3 		$223K Buy
+876
New +$198K 0.2% 20
2025
Q2 		– Sell
-920
Closed -$204K – 20
2025
Q1 		$204K Buy
+920
New +$213K 0.2% 19

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

New Dimensions Wealth Management's AAPL Position: Q1 2026 in Review

New Dimensions Wealth Management reduced its Apple (AAPL) stake by 4.5% in Q1 2026, selling an estimated $10.2K and leaving 824 shares worth $209K. The position accounts for 0.18% of the portfolio, ranked #20.

New Dimensions Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • New Dimensions Wealth Management held 824 shares of Apple worth $209K as of Q1 2026.
  • New Dimensions Wealth Management sold 39 Apple shares in Q1 2026, an estimated $10.2K.
  • Apple made up 0.18% of New Dimensions Wealth Management's portfolio in Q1 2026, its #20 holding.
  • New Dimensions Wealth Management first reported a position in Apple in Q1 2025 and has held it in 4 quarters since.
  • New Dimensions Wealth Management's Apple position peaked at $235K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.