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Opulen Financial Group’s Apple AAPL Stock Holding History

Opulen Financial Group’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 		$1.32M Buy
5,184
+325
+7% +$84.6K 0.93% 25
2025
Q4 		$1.32M Buy
4,859
+316
+7% +$84.8K 0.96% 25
2025
Q3 		$1.16M Buy
4,543
+587
+15% +$133K 0.88% 27
2025
Q2 		$812K Buy
3,956
+639
+19% +$129K 0.67% 34
2025
Q1 		$737K Buy
3,317
+1
+0% +$232 0.67% 32
2024
Q4 		$830K Buy
+3,316
New +$782K 0.75% 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

Opulen Financial Group's AAPL Position: Q1 2026 in Review

Opulen Financial Group increased its Apple (AAPL) stake by 6.7% in Q1 2026, buying an estimated $84.6K and bringing the position to 5,184 shares worth $1.32M. The position accounts for 0.93% of the portfolio, ranked #25.

Opulen Financial Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Opulen Financial Group held 5,184 shares of Apple worth $1.32M as of Q1 2026.
  • Opulen Financial Group bought 325 Apple shares in Q1 2026, an estimated $84.6K.
  • Apple made up 0.93% of Opulen Financial Group's portfolio in Q1 2026, its #25 holding.
  • Opulen Financial Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Opulen Financial Group's Apple position peaked at $1.32M in Q4 2025.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.