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Omnitrust Wealth Management’s Apple AAPL Stock Holding History

Omnitrust 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 		$1.25M Sell
4,925
-592
-11% -$154K 1.62% 11
2025
Q4 		$1.5M Buy
+5,517
New +$1.48M 1.91% 13
2025
Q2 		$1.61M Buy
+5,549
New +$1.12M 1.89% 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Omnitrust Wealth Management reduced its Apple (AAPL) stake by 11% in Q1 2026, selling an estimated $154K and leaving 4,925 shares worth $1.25M. The position accounts for 1.62% of the portfolio, ranked #11.

Omnitrust Wealth Management first reported a position in AAPL in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q2 2025. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Omnitrust Wealth Management held 4,925 shares of Apple worth $1.25M as of Q1 2026.
  • Omnitrust Wealth Management sold 592 Apple shares in Q1 2026, an estimated $154K.
  • Apple made up 1.62% of Omnitrust Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Omnitrust Wealth Management first reported a position in Apple in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Apple position peaked at $1.61M in Q2 2025.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.