PUREfi Wealth’s Apple AAPL Stock Holding History

PUREfi Wealth’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	$5M	Buy	19,716 +3,498	+22%	+$910K	3.28%	4
2025 Q4	$4.41M	Buy	16,218 +1,127	+7%	+$303K	3.38%	4
2025 Q3	$3.84M	Sell	15,091 -471	-3%	-$106K	2.96%	5
2025 Q2	$3.19M	Buy	15,562 +927	+6%	+$187K	2.55%	7
2025 Q1	$3.25M	Buy	14,635 +448	+3%	+$104K	3.25%	4
2024 Q4	$3.55M	Buy	+14,187	New	+$3.34M	3.48%	4

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

PUREfi Wealth's AAPL Position: Q1 2026 in Review

PUREfi Wealth increased its Apple (AAPL) stake by 22% in Q1 2026, buying an estimated $910K and bringing the position to 19,716 shares worth $5M. The position accounts for 3.28% of the portfolio, ranked #4.

PUREfi Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

PUREfi Wealth held 19,716 shares of Apple worth $5M as of Q1 2026.
PUREfi Wealth bought 3,498 Apple shares in Q1 2026, an estimated $910K.
Apple made up 3.28% of PUREfi Wealth's portfolio in Q1 2026, its #4 holding.
PUREfi Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.