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Provident Wealth Management’s Apple AAPL Stock Holding History

Provident 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 		$2.38M Sell
9,368
-33
-0.4% -$8.59K 0.72% 16
2025
Q4 		$2.56M Sell
9,401
-188
-2% -$50.5K 0.76% 16
2025
Q3 		$2.44M Buy
9,589
+16
+0.2% +$3.61K 0.74% 19
2025
Q2 		$1.96M Sell
9,573
-61
-0.6% -$12.3K 0.64% 24
2025
Q1 		$2.14M Buy
9,634
+97
+1% +$22.5K 0.74% 23
2024
Q4 		$2.39M Sell
9,537
-121
-1% -$28.5K 0.8% 22
2024
Q3 		$2.25M Sell
9,658
-831
-8% -$186K 0.77% 24
2024
Q2 		$2.21M Sell
10,489
-2,067
-16% -$385K 0.81% 24
2024
Q1 		$2.15M Sell
12,556
-717
-5% -$130K 0.81% 25
2023
Q4 		$2.56M Buy
13,273
+391
+3% +$72.2K 1.12% 21
2023
Q3 		$2.21M Sell
12,882
-956
-7% -$175K 1.07% 23
2023
Q2 		$2.68M Sell
13,838
-615
-4% -$107K 1.32% 19
2023
Q1 		$2.38M Sell
14,453
-5,657
-28% -$835K 1.22% 19
2022
Q4 		$2.61M Sell
20,110
-2,142
-10% -$306K 1.53% 18
2022
Q3 		$3.08M Buy
22,252
+45
+0.2% +$7.06K 1.86% 18
2022
Q2 		$3.04M Sell
22,207
-748
-3% -$113K 1.93% 17
2022
Q1 		$4.01M Buy
22,955
+6,559
+40% +$1.1M 2.43% 12
2021
Q4 		$2.91M Buy
16,396
+518
+3% +$81.9K 1.91% 18
2021
Q3 		$2.25M Buy
15,878
+12,352
+350% +$1.82M 1.7% 20
2021
Q2 		$483K Hold
3,526
– – 0.41% 35
2021
Q1 		$431K Hold
3,526
– – 0.48% 37
2020
Q4 		$468K Sell
3,526
-1,270
-26% -$153K 0.54% 28
2020
Q3 		$555K Sell
4,796
-16
-0.3% -$1.75K 0.64% 26
2020
Q2 		$439K Sell
4,812
-392
-8% -$30.4K 0.48% 27
2020
Q1 		$331K Buy
5,204
+404
+8% +$29.7K 0.4% 33
2019
Q4 		$352K Buy
+4,800
New +$309K 0.31% 38

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

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

Provident Wealth Management reduced its Apple (AAPL) stake by 0.35% in Q1 2026, selling an estimated $8.59K and leaving 9,368 shares worth $2.38M. The position accounts for 0.72% of the portfolio, ranked #16.

Provident Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.01M in Q1 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Provident Wealth Management held 9,368 shares of Apple worth $2.38M as of Q1 2026.
  • Provident Wealth Management sold 33 Apple shares in Q1 2026, an estimated $8.59K.
  • Apple made up 0.72% of Provident Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Provident Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Provident Wealth Management's Apple position peaked at $4.01M in Q1 2022.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.