Power Wealth Management’s Apple AAPL Stock Holding History

Power 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	$3.07M	Buy	12,109 +456	+4%	+$119K	1.14%	15
2025 Q4	$3.17M	Sell	11,653 -393	-3%	-$106K	1.12%	16
2025 Q3	$3.07M	Sell	12,046 -545	-4%	-$123K	1.12%	18
2025 Q2	$2.58M	Sell	12,591 -11	-0.1%	-$2.22K	0.99%	22
2025 Q1	$2.8M	Sell	12,602 -249	-2%	-$57.7K	1.13%	16
2024 Q4	$3.22M	Sell	12,851 -650	-5%	-$153K	1.34%	18
2024 Q3	$3.15M	Sell	13,501 -4,613	-25%	-$1.03M	1.34%	16
2024 Q2	$3.82M	Buy	18,114 +4,113	+29%	+$767K	1.82%	15
2024 Q1	$2.4M	Sell	14,001 -380	-3%	-$69.1K	1.51%	18
2023 Q4	$2.77M	Buy	+14,381	New	+$2.66M	1.92%	16

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

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

Power Wealth Management increased its Apple (AAPL) stake by 3.9% in Q1 2026, buying an estimated $119K and bringing the position to 12,109 shares worth $3.07M. The position accounts for 1.14% of the portfolio, ranked #15.

Power Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.82M in Q2 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Power Wealth Management held 12,109 shares of Apple worth $3.07M as of Q1 2026.
Power Wealth Management bought 456 Apple shares in Q1 2026, an estimated $119K.
Apple made up 1.14% of Power Wealth Management's portfolio in Q1 2026, its #15 holding.
Power Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Apple position peaked at $3.82M in Q2 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.