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Peterson Wealth Management’s Apple AAPL Stock Holding History

Peterson 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 		$923K Buy
3,636
+1,245
+52% +$324K 0.54% 28
2025
Q4 		$650K Buy
2,391
+180
+8% +$48.3K 0.48% 26
2025
Q3 		$563K Hold
2,211
– – 0.39% 31
2025
Q2 		$454K Sell
2,211
-8,155
-79% -$1.65M 0.27% 32
2025
Q1 		$2.3M Sell
10,366
-15,558
-60% -$3.6M 1.55% 23
2024
Q4 		$6.49M Buy
25,924
+1,911
+8% +$450K 3.86% 9
2024
Q3 		$5.6M Buy
24,013
+121
+0.5% +$27K 3.58% 10
2024
Q2 		$5.03M Buy
23,892
+379
+2% +$70.7K 3.11% 11
2024
Q1 		$4.03M Buy
23,513
+12,069
+105% +$2.19M 2.91% 10
2023
Q4 		$2.2M Buy
11,444
+1,357
+13% +$251K 1.98% 15
2023
Q3 		$1.73M Buy
10,087
+2,138
+27% +$392K 1.42% 20
2023
Q2 		$1.54M Sell
7,949
-262
-3% -$45.7K 1.22% 22
2023
Q1 		$1.35M Sell
8,211
-1,610
-16% -$238K 1.3% 22
2022
Q4 		$1.28M Buy
9,821
+728
+8% +$104K 1.3% 23
2022
Q3 		$1.26M Buy
9,093
+3,302
+57% +$518K 1.17% 25
2022
Q2 		$792K Sell
5,791
-4,567
-44% -$692K 1.02% 26
2022
Q1 		$1.81M Sell
10,358
-2,623
-20% -$441K 1.21% 24
2021
Q4 		$2.31M Buy
12,981
+493
+4% +$77.9K 1.54% 23
2021
Q3 		$1.77M Buy
12,488
+243
+2% +$35.8K 1.37% 26
2021
Q2 		$1.68M Sell
12,245
-2,798
-19% -$363K 1.31% 26
2021
Q1 		$1.84M Buy
15,043
+7,667
+104% +$984K 1.56% 19
2020
Q4 		$979K Buy
7,376
+1,161
+19% +$140K 0.79% 28
2020
Q3 		$720K Buy
6,215
+367
+6% +$40K 0.64% 30
2020
Q2 		$533K Buy
5,848
+2,360
+68% +$183K 0.53% 33
2020
Q1 		$222K Buy
+3,488
New +$257K 0.27% 40

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

Peterson Wealth Management's AAPL Position: Q1 2026 in Review

Peterson Wealth Management increased its Apple (AAPL) stake by 52% in Q1 2026, buying an estimated $324K and bringing the position to 3,636 shares worth $923K. The position accounts for 0.54% of the portfolio, ranked #28.

Peterson Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.49M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Peterson Wealth Management held 3,636 shares of Apple worth $923K as of Q1 2026.
  • Peterson Wealth Management bought 1,245 Apple shares in Q1 2026, an estimated $324K.
  • Apple made up 0.54% of Peterson Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Peterson Wealth Management first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • Peterson Wealth Management's Apple position peaked at $6.49M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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