PACK Private Wealth’s Apple AAPL Stock Holding History

PACK 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	$2.44M	Hold	9,629	–	–	1.12%	12
2025 Q4	$2.62M	Sell	9,629 -281	-3%	-$75.4K	1.19%	13
2025 Q3	$2.52M	Buy	9,910 +7,425	+299%	+$1.68M	1.19%	13
2025 Q2	$510K	Sell	2,485 -125	-5%	-$25.2K	0.27%	22
2025 Q1	$580K	Hold	2,610	–	–	0.34%	19
2024 Q4	$654K	Hold	2,610	–	–	0.38%	18
2024 Q3	$608K	Sell	2,610 -90	-3%	-$20.1K	0.34%	18
2024 Q2	$569K	Buy	2,700 +121	+5%	+$22.6K	0.35%	18
2024 Q1	$442K	Sell	2,579 -18	-0.7%	-$3.27K	0.28%	23
2023 Q4	$500K	Sell	2,597 -108	-4%	-$19.9K	0.34%	19
2023 Q3	$470K	Hold	2,705	–	–	0.35%	19
2023 Q2	$525K	Hold	2,705	–	–	0.39%	19
2023 Q1	$446K	Hold	2,705	–	–	0.35%	18
2022 Q4	$351K	Hold	2,705	–	–	0.3%	22
2022 Q3	$374K	Sell	2,705 -17	-0.6%	-$2.67K	0.35%	22
2022 Q2	$372K	Sell	2,722 -65	-2%	-$9.84K	0.34%	22
2022 Q1	$487K	Sell	2,787 -62	-2%	-$10.4K	0.4%	21
2021 Q4	$506K	Buy	+2,849	New	+$450K	0.4%	20

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

PACK Private Wealth held its Apple (AAPL) position steady in Q1 2026 at 9,629 shares worth $2.44M. The position accounts for 1.12% of the portfolio, ranked #12.

PACK Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.62M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

PACK Private Wealth held 9,629 shares of Apple worth $2.44M as of Q1 2026.
PACK Private Wealth left its Apple share count unchanged in Q1 2026.
Apple made up 1.12% of PACK Private Wealth's portfolio in Q1 2026, its #12 holding.
PACK Private Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's Apple position peaked at $2.62M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.