Perissos Private Wealth Management’s Apple AAPL Stock Holding History

Perissos Private 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	$421K	Buy	1,661 +832	+100%	+$217K	0.37%	48
2025 Q4	$225K	Buy	829 +6	+0.7%	+$1.61K	0.19%	69
2025 Q3	$210K	Sell	823 -1,462	-64%	-$330K	0.15%	79
2025 Q2	$469K	Sell	2,285 -228	-9%	-$46K	0.37%	49
2025 Q1	$558K	Sell	2,513 -10,417	-81%	-$2.41M	0.51%	44
2024 Q4	$3.24M	Sell	12,930 -13	-0.1%	-$3.06K	2.42%	8
2024 Q3	$3.02M	Buy	12,943 +3,737	+41%	+$835K	2.42%	10
2024 Q2	$1.94M	Sell	9,206 -137	-1%	-$25.5K	1.74%	16
2024 Q1	$1.6M	Buy	+9,343	New	+$1.7M	1.45%	23

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

Perissos Private Wealth Management's AAPL Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Apple (AAPL) stake by 100% in Q1 2026, buying an estimated $217K and bringing the position to 1,661 shares worth $421K. The position accounts for 0.37% of the portfolio, ranked #48.

Perissos Private Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.24M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Perissos Private Wealth Management held 1,661 shares of Apple worth $421K as of Q1 2026.
Perissos Private Wealth Management bought 832 Apple shares in Q1 2026, an estimated $217K.
Apple made up 0.37% of Perissos Private Wealth Management's portfolio in Q1 2026, its #48 holding.
Perissos Private Wealth Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Apple position peaked at $3.24M in Q4 2024.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.