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Osprey Private Wealth’s Apple AAPL Stock Holding History

Osprey Private Wealth’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 		$8.67M Buy
34,148
+5,515
+19% +$1.44M 2.51% 17
2025
Q4 		$7.78M Buy
28,633
+10,173
+55% +$2.73M 2.24% 17
2025
Q3 		$4.7M Buy
18,460
+9,085
+97% +$2.05M 1.71% 22
2025
Q2 		$2M Buy
9,375
+800
+9% +$162K 1.09% 31
2025
Q1 		$1.9M Buy
8,575
+690
+9% +$160K 1.13% 33
2024
Q4 		$1.97M Buy
7,885
+75
+1% +$17.7K 1.38% 31
2024
Q3 		$1.82M Buy
+7,810
New +$1.74M 1.27% 31

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

Osprey Private Wealth's AAPL Position: Q1 2026 in Review

Osprey Private Wealth increased its Apple (AAPL) stake by 19% in Q1 2026, buying an estimated $1.44M and bringing the position to 34,148 shares worth $8.67M. The position accounts for 2.51% of the portfolio, ranked #17.

Osprey Private Wealth first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Osprey Private Wealth held 34,148 shares of Apple worth $8.67M as of Q1 2026.
  • Osprey Private Wealth bought 5,515 Apple shares in Q1 2026, an estimated $1.44M.
  • Apple made up 2.51% of Osprey Private Wealth's portfolio in Q1 2026, its #17 holding.
  • Osprey Private Wealth first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Osprey Private Wealth's 13F filing for Q1 2026, filed 1 May 2026.