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Opes Wealth Management’s Apple AAPL Stock Holding History

Opes 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 		$92.4M Sell
364,108
-10,326
-3% -$2.69M 15.18% 1
2025
Q4 		$102M Sell
374,434
-10,103
-3% -$2.71M 16.6% 1
2025
Q3 		$97.9M Sell
384,537
-38,510
-9% -$8.7M 16.94% 1
2025
Q2 		$86.8M Buy
423,047
+9,851
+2% +$1.99M 15.41% 1
2025
Q1 		$91.8M Sell
413,196
-30,618
-7% -$7.09M 18.52% 1
2024
Q4 		$111M Sell
443,814
-181,868
-29% -$42.9M 22.79% 1
2024
Q3 		$146M Sell
625,682
-4,581
-0.7% -$1.02M 28.03% 1
2024
Q2 		$133M Buy
630,263
+147,115
+30% +$27.4M 27.7% 1
2024
Q1 		$82.9M Sell
483,148
-2,149
-0.4% -$391K 19.13% 1
2023
Q4 		$93.4M Buy
485,297
+161,668
+50% +$29.9M 22.42% 1
2023
Q3 		$55.4M Buy
323,629
+7,774
+2% +$1.43M 15.35% 1
2023
Q2 		$61.3M Sell
315,855
-7,459
-2% -$1.3M 17.38% 1
2023
Q1 		$53.3M Sell
323,314
-1,341
-0.4% -$198K 17.19% 1
2022
Q4 		$42.2M Sell
324,655
-1,685
-0.5% -$241K 15.32% 1
2022
Q3 		$45.1M Sell
326,340
-4,404
-1% -$691K 18.03% 1
2022
Q2 		$45.2M Sell
330,744
-8,401
-2% -$1.27M 18.1% 1
2022
Q1 		$59.2M Buy
339,145
+249
+0.1% +$41.9K 19.28% 1
2021
Q4 		$60.2M Sell
338,896
-3,920
-1% -$620K 18.7% 1
2021
Q3 		$48.5M Buy
342,816
+4,604
+1% +$678K 17.16% 1
2021
Q2 		$46.3M Sell
338,212
-3,106
-0.9% -$402K 17.14% 1
2021
Q1 		$41.7M Buy
341,318
+186,606
+121% +$24M 16.26% 1
2020
Q4 		$20.5M Sell
154,712
-196,780
-56% -$23.7M 9.89% 1
2020
Q3 		$40.7M Sell
351,492
-25,812
-7% -$2.82M 19.45% 1
2020
Q2 		$34.4M Buy
377,304
+277,300
+277% +$21.5M 17.54% 1
2020
Q1 		$6.36M Sell
100,004
-3,692
-4% -$272K 4.79% 6
2019
Q4 		$7.61M Buy
103,696
+44,052
+74% +$2.83M 4.67% 7
2019
Q3 		$3.34M Sell
59,644
-20
-0% -$1.05K 2.2% 19
2019
Q2 		$2.95M Buy
59,664
+48,300
+425% +$2.35M 2.02% 19
2019
Q1 		$540K Buy
+11,364
New +$482K 0.39% 29

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

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

Opes Wealth Management reduced its Apple (AAPL) stake by 2.8% in Q1 2026, selling an estimated $2.69M and leaving 364,108 shares worth $92.4M. The position accounts for 15.18% of the portfolio, ranked #1.

Opes Wealth Management first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $146M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Opes Wealth Management held 364,108 shares of Apple worth $92.4M as of Q1 2026.
  • Opes Wealth Management sold 10,326 Apple shares in Q1 2026, an estimated $2.69M.
  • Apple made up 15.18% of Opes Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Opes Wealth Management first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's Apple position peaked at $146M in Q3 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.