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Pine Harbor Wealth Management’s Apple AAPL Stock Holding History

Pine Harbor 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 		$4.5M Sell
17,749
-526
-3% -$137K 1.35% 15
2025
Q4 		$4.97M Sell
18,275
-1,442
-7% -$387K 1.52% 15
2025
Q3 		$5.02M Buy
19,717
+398
+2% +$89.9K 1.61% 16
2025
Q2 		$3.96M Buy
19,319
+928
+5% +$187K 1.39% 17
2025
Q1 		$4.09M Sell
18,391
-2,040
-10% -$473K 1.63% 16
2024
Q4 		$5.12M Sell
20,431
-222
-1% -$52.3K 2.06% 13
2024
Q3 		$4.81M Sell
20,653
-4,129
-17% -$922K 2.39% 14
2024
Q2 		$5.22M Buy
24,782
+906
+4% +$169K 3.07% 8
2024
Q1 		$4.09M Sell
23,876
-37
-0.2% -$6.73K 2.58% 11
2023
Q4 		$4.6M Buy
+23,913
New +$4.42M 3.5% 8

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

Pine Harbor Wealth Management's AAPL Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $137K and leaving 17,749 shares worth $4.5M. The position accounts for 1.35% of the portfolio, ranked #15.

Pine Harbor Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.22M in Q2 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pine Harbor Wealth Management held 17,749 shares of Apple worth $4.5M as of Q1 2026.
  • Pine Harbor Wealth Management sold 526 Apple shares in Q1 2026, an estimated $137K.
  • Apple made up 1.35% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Pine Harbor Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Pine Harbor Wealth Management's Apple position peaked at $5.22M in Q2 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.