One Plus One Wealth Management
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One Plus One Wealth Management’s Apple AAPL Stock Holding History

One Plus One 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
Q3 		$5.37M Sell
16,140
-43
-0.3% -$13.8K 2.25% 14
2026
Q2 		$4.68M Buy
16,183
+302
+2% +$86.4K 2.02% 17
2026
Q1 		$4.03M Buy
15,881
+4,358
+38% +$1.13M 1.7% 18
2025
Q4 		$3.13M Buy
11,523
+29
+0.3% +$7.78K 1.44% 22
2025
Q3 		$2.93M Sell
11,494
-1,987
-15% -$449K 1.42% 20
2025
Q2 		$2.77M Buy
13,481
+437
+3% +$88.3K 1.51% 19
2025
Q1 		$2.9M Sell
13,044
-589
-4% -$136K 1.58% 22
2024
Q4 		$3.41M Sell
13,633
-651
-5% -$153K 2.01% 17
2024
Q3 		$3.33M Sell
14,284
-199
-1% -$44.4K 1.97% 14
2024
Q2 		$3.05M Sell
14,483
-50
-0.3% -$9.32K 1.75% 16
2024
Q1 		$2.49M Sell
14,533
-324
-2% -$58.9K 1.43% 23
2023
Q4 		$2.86M Sell
14,857
-586
-4% -$108K 1.74% 21
2023
Q3 		$2.64M Sell
15,443
-395
-2% -$72.4K 1.72% 20
2023
Q2 		$3.07M Sell
15,838
-980
-6% -$171K 1.96% 20
2023
Q1 		$2.77M Sell
16,818
-2,139
-11% -$316K 1.97% 19
2022
Q4 		$2.46M Sell
18,957
-733
-4% -$105K 1.72% 16
2022
Q3 		$2.72M Buy
19,690
+1,076
+6% +$169K 2.21% 13
2022
Q2 		$2.54M Sell
18,614
-679
-4% -$103K 1.93% 14
2022
Q1 		$3.37M Sell
19,293
-235
-1% -$39.5K 2.23% 13
2021
Q4 		$3.47M Sell
19,528
-374
-2% -$59.1K 2.39% 10
2021
Q3 		$2.82M Buy
19,902
+430
+2% +$63.3K 2.03% 14
2021
Q2 		$2.67M Sell
19,472
-3,218
-14% -$417K 1.84% 14
2021
Q1 		$2.77M Buy
+22,690
New +$2.91M 2.17% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

One Plus One Wealth Management's AAPL Position: Q3 2026 in Review

One Plus One Wealth Management reduced its Apple (AAPL) stake by 0.27% in Q3 2026, selling an estimated $13.8K and leaving 16,140 shares worth $5.37M. The position accounts for 2.25% of the portfolio, ranked #14.

One Plus One Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 23 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • One Plus One Wealth Management held 16,140 shares of Apple worth $5.37M as of Q3 2026.
  • One Plus One Wealth Management sold 43 Apple shares in Q3 2026, an estimated $13.8K.
  • Apple made up 2.25% of One Plus One Wealth Management's portfolio in Q3 2026, its #14 holding.
  • One Plus One Wealth Management first reported a position in Apple in Q1 2021 and has held it in 23 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.