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QTR Family Wealth’s Apple AAPL Stock Holding History

QTR Family 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 		$8.74M Sell
33,777
-1,027
-3% -$267K 3.64% 2
2025
Q4 		$9.53M Buy
34,804
+1,521
+5% +$408K 4.19% 1
2025
Q3 		$8.47M Buy
33,283
+3,178
+11% +$718K 4.02% 2
2025
Q2 		$6.18M Buy
30,105
+3,172
+12% +$641K 3.83% 3
2025
Q1 		$5.98M Buy
+26,933
New +$6.24M 4.51% 3

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

QTR Family Wealth's AAPL Position: Q1 2026 in Review

QTR Family Wealth reduced its Apple (AAPL) stake by 3% in Q1 2026, selling an estimated $267K and leaving 33,777 shares worth $8.74M. The position accounts for 3.64% of the portfolio, ranked #2.

QTR Family Wealth first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.53M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • QTR Family Wealth held 33,777 shares of Apple worth $8.74M as of Q1 2026.
  • QTR Family Wealth sold 1,027 Apple shares in Q1 2026, an estimated $267K.
  • Apple made up 3.64% of QTR Family Wealth's portfolio in Q1 2026, its #2 holding.
  • QTR Family Wealth first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Apple position peaked at $9.53M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.