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PMG Wealth Management’s Apple AAPL Stock Holding History

PMG 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 		$817K Buy
3,218
+378
+13% +$98.4K 0.59% 29
2025
Q4 		$772K Buy
2,840
+46
+2% +$12.3K 0.57% 29
2025
Q3 		$716K Sell
2,794
-86
-3% -$19.4K 0.55% 30
2025
Q2 		$591K Sell
2,880
-337
-10% -$68.1K 0.49% 33
2025
Q1 		$715K Sell
3,217
-15
-0.5% -$3.48K 0.76% 24
2024
Q4 		$809K Buy
+3,232
New +$762K 0.74% 24

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

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

PMG Wealth Management increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $98.4K and bringing the position to 3,218 shares worth $817K. The position accounts for 0.59% of the portfolio, ranked #29.

PMG Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • PMG Wealth Management held 3,218 shares of Apple worth $817K as of Q1 2026.
  • PMG Wealth Management bought 378 Apple shares in Q1 2026, an estimated $98.4K.
  • Apple made up 0.59% of PMG Wealth Management's portfolio in Q1 2026, its #29 holding.
  • PMG Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.