Prospect Financial Services’s Apple AAPL Stock Holding History

Prospect Financial Services’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	$4.6M	Sell	18,118 -36	-0.2%	-$9.37K	2.81%	12
2025 Q4	$4.94M	Sell	18,154 -891	-5%	-$239K	2.83%	12
2025 Q3	$4.85M	Sell	19,045 -803	-4%	-$181K	2.79%	12
2025 Q2	$4.07M	Sell	19,848 -33,251	-63%	-$6.72M	2.54%	12
2025 Q1	$11.8M	Sell	53,099 -1,377	-3%	-$319K	6.54%	3
2024 Q4	$13.6M	Sell	54,476 -48	-0.1%	-$11.3K	7.44%	2
2024 Q3	$12.7M	Buy	54,524 +1,685	+3%	+$376K	7.88%	2
2024 Q2	$11.1M	Buy	52,839 +566	+1%	+$106K	8.56%	2
2024 Q1	$8.96M	Buy	52,273 +1,621	+3%	+$295K	7.4%	2
2023 Q4	$9.75M	Buy	+50,652	New	+$9.35M	9.84%	2

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

Prospect Financial Services's AAPL Position: Q1 2026 in Review

Prospect Financial Services reduced its Apple (AAPL) stake by 0.2% in Q1 2026, selling an estimated $9.37K and leaving 18,118 shares worth $4.6M. The position accounts for 2.81% of the portfolio, ranked #12.

Prospect Financial Services first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.6M in Q4 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Prospect Financial Services held 18,118 shares of Apple worth $4.6M as of Q1 2026.
Prospect Financial Services sold 36 Apple shares in Q1 2026, an estimated $9.37K.
Apple made up 2.81% of Prospect Financial Services's portfolio in Q1 2026, its #12 holding.
Prospect Financial Services first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's Apple position peaked at $13.6M in Q4 2024.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.