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Prosperity Consulting Group’s Apple AAPL Stock Holding History

Prosperity Consulting Group’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 		$69M Buy
272,015
+2,758
+1% +$718K 3.07% 6
2025
Q4 		$73.2M Buy
269,257
+607
+0.2% +$163K 3.29% 5
2025
Q3 		$68.4M Buy
268,650
+9,574
+4% +$2.16M 3.37% 3
2025
Q2 		$53.2M Sell
259,076
-3,790
-1% -$765K 3.88% 2
2025
Q1 		$58.4M Sell
262,866
-4,354
-2% -$1.01M 4.51% 2
2024
Q4 		$66.9M Buy
267,220
+1,487
+0.6% +$350K 5.04% 2
2024
Q3 		$61.9M Buy
265,733
+167,870
+172% +$37.5M 4.83% 2
2024
Q2 		$20.6M Sell
97,863
-14,095
-13% -$2.63M 2.8% 4
2024
Q1 		$19.2M Buy
111,958
+50,015
+81% +$9.09M 2.41% 4
2023
Q4 		$11.9M Buy
61,943
+10,953
+21% +$2.02M 4% 3
2023
Q3 		$8.73M Buy
50,990
+20,319
+66% +$3.73M 4.01% 3
2023
Q2 		$5.95M Sell
30,671
-848
-3% -$148K 3.65% 4
2023
Q1 		$5.2M Sell
31,519
-1,960
-6% -$289K 3.29% 7
2022
Q4 		$4.35M Buy
33,479
+1,850
+6% +$264K 2.9% 7
2022
Q3 		$4.37M Buy
31,629
+6
+0% +$942 3.59% 6
2022
Q2 		$4.32M Sell
31,623
-754
-2% -$114K 3.75% 5
2022
Q1 		$5.65M Buy
32,377
+6,457
+25% +$1.09M 4.2% 5
2021
Q4 		$4.56M Buy
+25,920
New +$4.1M 3.42% 5

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

Prosperity Consulting Group's AAPL Position: Q1 2026 in Review

Prosperity Consulting Group increased its Apple (AAPL) stake by 1% in Q1 2026, buying an estimated $718K and bringing the position to 272,015 shares worth $69M. The position accounts for 3.07% of the portfolio, ranked #6.

Prosperity Consulting Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $73.2M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Prosperity Consulting Group held 272,015 shares of Apple worth $69M as of Q1 2026.
  • Prosperity Consulting Group bought 2,758 Apple shares in Q1 2026, an estimated $718K.
  • Apple made up 3.07% of Prosperity Consulting Group's portfolio in Q1 2026, its #6 holding.
  • Prosperity Consulting Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Apple position peaked at $73.2M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.