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Opal Wealth Advisors’s Apple AAPL Stock Holding History

Opal Wealth Advisors’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 		$11M Buy
43,536
+247
+0.6% +$64.3K 2.5% 7
2025
Q4 		$11.8M Sell
43,289
-2,079
-5% -$558K 3.07% 5
2025
Q3 		$11.6M Sell
45,368
-14,039
-24% -$3.17M 3.21% 5
2025
Q2 		$12.2M Buy
59,407
+1,538
+3% +$311K 3.38% 5
2025
Q1 		$12.9M Sell
57,869
-2,353
-4% -$545K 3.96% 5
2024
Q4 		$15.1M Buy
60,222
+2,174
+4% +$512K 4.53% 5
2024
Q3 		$13.5M Buy
58,048
+26,121
+82% +$5.83M 4.24% 5
2024
Q2 		$6.72M Buy
31,927
+2,496
+8% +$465K 2.16% 11
2024
Q1 		$5.05M Sell
29,431
-814
-3% -$148K 1.71% 13
2023
Q4 		$5.82M Buy
30,245
+1,096
+4% +$202K 2.29% 12
2023
Q3 		$4.99M Buy
29,149
+1,347
+5% +$247K 2.92% 7
2023
Q2 		$5.39M Buy
27,802
+11,369
+69% +$1.98M 2.69% 7
2023
Q1 		$2.71M Buy
16,433
+235
+1% +$34.7K 1.58% 7
2022
Q4 		$2.1M Sell
16,198
-82
-0.5% -$11.7K 1.16% 10
2022
Q3 		$2.25M Sell
16,280
-2,267
-12% -$356K 1.64% 9
2022
Q2 		$2.54M Buy
18,547
+133
+0.7% +$20.1K 1.68% 9
2022
Q1 		$3.21M Sell
18,414
-229
-1% -$38.5K 2.8% 6
2021
Q4 		$3.31M Buy
18,643
+1,859
+11% +$294K 2.09% 8
2021
Q3 		$2.38M Sell
16,784
-9,237
-35% -$1.36M 2.28% 6
2021
Q2 		$3.56M Buy
26,021
+5,177
+25% +$671K 3.32% 6
2021
Q1 		$2.55M Buy
20,844
+3,672
+21% +$471K 2.77% 5
2020
Q4 		$2.28M Buy
+17,172
New +$2.07M 2.86% 5

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

Opal Wealth Advisors's AAPL Position: Q1 2026 in Review

Opal Wealth Advisors increased its Apple (AAPL) stake by 0.57% in Q1 2026, buying an estimated $64.3K and bringing the position to 43,536 shares worth $11M. The position accounts for 2.5% of the portfolio, ranked #7.

Opal Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.1M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Opal Wealth Advisors held 43,536 shares of Apple worth $11M as of Q1 2026.
  • Opal Wealth Advisors bought 247 Apple shares in Q1 2026, an estimated $64.3K.
  • Apple made up 2.5% of Opal Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Opal Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Apple position peaked at $15.1M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.