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POM Investment Strategies’s Apple AAPL Stock Holding History

POM Investment Strategies’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 		$1.66M Sell
6,523
-172
-3% -$44.8K 2.06% 11
2025
Q4 		$1.82M Buy
6,695
+308
+5% +$82.7K 0.94% 21
2025
Q3 		$1.63M Buy
6,387
+161
+3% +$36.4K 0.88% 21
2025
Q2 		$1.28M Sell
6,226
-510
-8% -$103K 0.91% 19
2025
Q1 		$1.5M Sell
6,736
-2,112
-24% -$489K 1.75% 13
2024
Q4 		$2.22M Sell
8,848
-371
-4% -$87.4K 1.67% 14
2024
Q3 		$2.15M Sell
9,219
-610
-6% -$136K 1.68% 15
2024
Q2 		$2.07M Buy
9,829
+583
+6% +$109K 1.66% 15
2024
Q1 		$1.59M Buy
9,246
+145
+2% +$26.4K 1.3% 15
2023
Q4 		$1.75M Buy
+9,101
New +$1.68M 1.61% 14

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

POM Investment Strategies's AAPL Position: Q1 2026 in Review

POM Investment Strategies reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $44.8K and leaving 6,523 shares worth $1.66M. The position accounts for 2.06% of the portfolio, ranked #11.

POM Investment Strategies first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.22M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • POM Investment Strategies held 6,523 shares of Apple worth $1.66M as of Q1 2026.
  • POM Investment Strategies sold 172 Apple shares in Q1 2026, an estimated $44.8K.
  • Apple made up 2.06% of POM Investment Strategies's portfolio in Q1 2026, its #11 holding.
  • POM Investment Strategies first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • POM Investment Strategies's Apple position peaked at $2.22M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.