PWS
AAPL icon

Proactive Wealth Strategies’s Apple AAPL Stock Holding History

Proactive Wealth 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 		$12.9M Buy
50,631
+27,086
+115% +$7.05M 2.42% 5
2025
Q4 		$6.4M Buy
23,545
+2,360
+11% +$634K 2.54% 5
2025
Q3 		$5.39M Buy
21,185
+569
+3% +$129K 2.32% 6
2025
Q2 		$4.23M Sell
20,616
-110
-0.5% -$22.2K 2% 8
2025
Q1 		$4.6M Sell
20,726
-198
-0.9% -$45.9K 2.46% 6
2024
Q4 		$5.24M Buy
20,924
+262
+1% +$61.7K 2.73% 5
2024
Q3 		$4.81M Buy
+20,662
New +$4.61M 2.67% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Proactive Wealth Strategies's AAPL Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Apple (AAPL) stake by 115% in Q1 2026, buying an estimated $7.05M and bringing the position to 50,631 shares worth $12.9M. The position accounts for 2.42% of the portfolio, ranked #5.

Proactive Wealth Strategies first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Proactive Wealth Strategies held 50,631 shares of Apple worth $12.9M as of Q1 2026.
  • Proactive Wealth Strategies bought 27,086 Apple shares in Q1 2026, an estimated $7.05M.
  • Apple made up 2.42% of Proactive Wealth Strategies's portfolio in Q1 2026, its #5 holding.
  • Proactive Wealth Strategies first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.