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PTM Wealth Management’s Apple AAPL Stock Holding History

PTM 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 		$3.23M Buy
12,465
+596
+5% +$155K 1.71% 11
2025
Q4 		$3.17M Buy
11,869
+331
+3% +$88.9K 1.79% 9
2025
Q3 		$2.96M Sell
11,538
-349
-3% -$78.8K 1.77% 10
2025
Q2 		$2.54M Buy
11,887
+2,272
+24% +$459K 1.68% 10
2025
Q1 		$1.66M Buy
+9,615
New +$2.23M 1.74% 9

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

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

PTM Wealth Management increased its Apple (AAPL) stake by 5% in Q1 2026, buying an estimated $155K and bringing the position to 12,465 shares worth $3.23M. The position accounts for 1.71% of the portfolio, ranked #11.

PTM Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • PTM Wealth Management held 12,465 shares of Apple worth $3.23M as of Q1 2026.
  • PTM Wealth Management bought 596 Apple shares in Q1 2026, an estimated $155K.
  • Apple made up 1.71% of PTM Wealth Management's portfolio in Q1 2026, its #11 holding.
  • PTM Wealth Management first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.