Philip James Wealth Mangement’s Apple AAPL Stock Holding History

Philip James Wealth Mangement’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	$5.16M	Sell	20,315 -287	-1%	-$74.7K	0.59%	37
2025 Q4	$5.6M	Sell	20,602 -582	-3%	-$156K	0.65%	38
2025 Q3	$5.39M	Sell	21,184 -87	-0.4%	-$19.7K	0.63%	39
2025 Q2	$4.36M	Hold	21,271	–	–	0.56%	39
2025 Q1	$4.72M	Sell	21,271 -432	-2%	-$100K	0.57%	43
2024 Q4	$5.43M	Buy	21,703 +685	+3%	+$161K	0.7%	32
2024 Q3	$4.9M	Buy	21,018 +13,960	+198%	+$3.12M	0.6%	41
2024 Q2	$1.49M	Sell	7,058 -297	-4%	-$55.4K	0.99%	19
2024 Q1	$1.26M	Sell	7,355 -331	-4%	-$60.2K	0.89%	23
2023 Q4	$1.48M	Buy	+7,686	New	+$1.42M	1.15%	18

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

Philip James Wealth Mangement's AAPL Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $74.7K and leaving 20,315 shares worth $5.16M. The position accounts for 0.59% of the portfolio, ranked #37.

Philip James Wealth Mangement first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Philip James Wealth Mangement held 20,315 shares of Apple worth $5.16M as of Q1 2026.
Philip James Wealth Mangement sold 287 Apple shares in Q1 2026, an estimated $74.7K.
Apple made up 0.59% of Philip James Wealth Mangement's portfolio in Q1 2026, its #37 holding.
Philip James Wealth Mangement first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Apple position peaked at $5.6M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.