OF
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Optimize Financial’s Apple AAPL Stock Holding History

Optimize Financial’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 		$3.01M Buy
11,861
+10,812
+1,031% +$2.81M 1.48% 8
2025
Q4 		$285K Sell
1,049
-51
-5% -$13.7K 0.14% 280
2025
Q3 		$280K Sell
1,100
-7,757
-88% -$1.75M 0.15% 295
2025
Q2 		$1.82M Sell
8,857
-56
-0.6% -$11.3K 1.11% 28
2025
Q1 		$1.98M Buy
+8,913
New +$2.06M 1.44% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimize Financial's AAPL Position: Q1 2026 in Review

Optimize Financial increased its Apple (AAPL) stake by 1,031% in Q1 2026, buying an estimated $2.81M and bringing the position to 11,861 shares worth $3.01M. The position accounts for 1.48% of the portfolio, ranked #8.

Optimize Financial first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Optimize Financial held 11,861 shares of Apple worth $3.01M as of Q1 2026.
  • Optimize Financial bought 10,812 Apple shares in Q1 2026, an estimated $2.81M.
  • Apple made up 1.48% of Optimize Financial's portfolio in Q1 2026, its #8 holding.
  • Optimize Financial first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • 6,105 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.