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Pines Wealth Management’s Apple AAPL Stock Holding History

Pines 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 		$10.2M Buy
40,014
+1,460
+4% +$380K 3.29% 5
2025
Q4 		$10.5M Buy
38,554
+68
+0.2% +$18.3K 3.38% 4
2025
Q3 		$9.8M Sell
38,486
-3,258
-8% -$736K 3.3% 4
2025
Q2 		$8.91M Buy
41,744
+2,616
+7% +$528K 3.15% 4
2025
Q1 		$6.75M Sell
39,128
-792
-2% -$183K 3.12% 5
2024
Q4 		$9.45M Buy
+39,920
New +$9.41M 4.11% 1

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

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

Pines Wealth Management increased its Apple (AAPL) stake by 3.8% in Q1 2026, buying an estimated $380K and bringing the position to 40,014 shares worth $10.2M. The position accounts for 3.29% of the portfolio, ranked #5.

Pines Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pines Wealth Management held 40,014 shares of Apple worth $10.2M as of Q1 2026.
  • Pines Wealth Management bought 1,460 Apple shares in Q1 2026, an estimated $380K.
  • Apple made up 3.29% of Pines Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Pines Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Apple position peaked at $10.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.