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Novak & Powell Financial Services’s Apple AAPL Stock Holding History

Novak & Powell Financial Services’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 		$9.9M Sell
38,991
-882
-2% -$230K 5.33% 3
2025
Q4 		$10.8M Sell
39,873
-72
-0.2% -$19.3K 5.65% 3
2025
Q3 		$10.2M Buy
39,945
+876
+2% +$198K 5.35% 3
2025
Q2 		$8.02M Sell
39,069
-137
-0.3% -$27.7K 5.56% 4
2025
Q1 		$8.71M Sell
39,206
-376
-0.9% -$87.1K 5.42% 3
2024
Q4 		$9.91M Buy
39,582
+66
+0.2% +$15.6K 5.9% 3
2024
Q3 		$9.21M Sell
39,516
-1,701
-4% -$380K 5.34% 3
2024
Q2 		$8.68M Buy
41,217
+69
+0.2% +$12.9K 5.39% 2
2024
Q1 		$6.86M Sell
41,148
-248
-0.6% -$45.1K 5.13% 4
2023
Q4 		$7.96M Buy
+41,396
New +$7.64M 5.31% 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

Novak & Powell Financial Services's AAPL Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Apple (AAPL) stake by 2.2% in Q1 2026, selling an estimated $230K and leaving 38,991 shares worth $9.9M. The position accounts for 5.33% of the portfolio, ranked #3.

Novak & Powell Financial Services first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Novak & Powell Financial Services held 38,991 shares of Apple worth $9.9M as of Q1 2026.
  • Novak & Powell Financial Services sold 882 Apple shares in Q1 2026, an estimated $230K.
  • Apple made up 5.33% of Novak & Powell Financial Services's portfolio in Q1 2026, its #3 holding.
  • Novak & Powell Financial Services first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Novak & Powell Financial Services's Apple position peaked at $10.8M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.