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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 		$17.5M Sell
69,000
-1,000
-1% -$260K 2.88% 7
2025
Q4 		$19M Buy
70,000
+31,100
+80% +$8.35M 3.1% 6
2025
Q3 		$9.91M Buy
+38,900
New +$8.79M 1.71% 18

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.