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OneAscent Family Office’s Apple AAPL Stock Holding History

OneAscent Family Office’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 		$1.14M Buy
4,499
+470
+12% +$122K 0.8% 28
2025
Q4 		$1.1M Buy
4,029
+95
+2% +$25.5K 0.74% 29
2025
Q3 		$1M Sell
3,934
-125
-3% -$28.2K 0.81% 29
2025
Q2 		$833K Sell
4,059
-5,759
-59% -$1.16M 0.79% 32
2025
Q1 		$2.18M Buy
9,818
+7,423
+310% +$1.72M 2.03% 11
2024
Q4 		$600K Buy
+2,395
New +$564K 1.09% 15

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

OneAscent Family Office's AAPL Position: Q1 2026 in Review

OneAscent Family Office increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $122K and bringing the position to 4,499 shares worth $1.14M. The position accounts for 0.8% of the portfolio, ranked #28.

OneAscent Family Office first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q1 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • OneAscent Family Office held 4,499 shares of Apple worth $1.14M as of Q1 2026.
  • OneAscent Family Office bought 470 Apple shares in Q1 2026, an estimated $122K.
  • Apple made up 0.8% of OneAscent Family Office's portfolio in Q1 2026, its #28 holding.
  • OneAscent Family Office first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's Apple position peaked at $2.18M in Q1 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.