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Prosperitas Financial’s Apple AAPL Stock Holding History

Prosperitas Financial’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 		$12.2M Sell
48,067
-2,590
-5% -$674K 4.54% 3
2025
Q4 		$13.8M Buy
50,657
+522
+1% +$140K 5.35% 3
2025
Q3 		$12.8M Buy
50,135
+2,251
+5% +$509K 5.29% 3
2025
Q2 		$9.82M Sell
47,884
-1,036
-2% -$209K 4.62% 7
2025
Q1 		$10.9M Buy
48,920
+677
+1% +$157K 5.62% 3
2024
Q4 		$12.1M Sell
48,243
-248
-0.5% -$58.4K 6.11% 1
2024
Q3 		$11.3M Buy
48,491
+965
+2% +$216K 6.08% 1
2024
Q2 		$10M Buy
47,526
+1,095
+2% +$204K 6.1% 1
2024
Q1 		$7.96M Sell
46,431
-5,535
-11% -$1.01M 5.1% 4
2023
Q4 		$10M Buy
51,966
+368
+0.7% +$67.9K 7.37% 1
2023
Q3 		$8.83M Buy
+51,598
New +$9.46M 6.86% 1

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

Prosperitas Financial's AAPL Position: Q1 2026 in Review

Prosperitas Financial reduced its Apple (AAPL) stake by 5.1% in Q1 2026, selling an estimated $674K and leaving 48,067 shares worth $12.2M. The position accounts for 4.54% of the portfolio, ranked #3.

Prosperitas Financial first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Prosperitas Financial held 48,067 shares of Apple worth $12.2M as of Q1 2026.
  • Prosperitas Financial sold 2,590 Apple shares in Q1 2026, an estimated $674K.
  • Apple made up 4.54% of Prosperitas Financial's portfolio in Q1 2026, its #3 holding.
  • Prosperitas Financial first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • Prosperitas Financial's Apple position peaked at $13.8M in Q4 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.