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Redwood Wealth Management Group’s Apple AAPL Stock Holding History

Redwood Wealth Management 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 		$3.99M Buy
15,732
+263
+2% +$68.4K 1.72% 12
2025
Q4 		$4.21M Sell
15,469
-385
-2% -$103K 1.76% 12
2025
Q3 		$4.04M Sell
15,854
-502
-3% -$113K 1.71% 13
2025
Q2 		$3.36M Sell
16,356
-990
-6% -$200K 1.51% 14
2025
Q1 		$3.85M Sell
17,346
-656
-4% -$152K 1.96% 6
2024
Q4 		$4.5M Sell
18,002
-198
-1% -$46.7K 2.2% 5
2024
Q3 		$4.24M Sell
18,200
-550
-3% -$123K 2.1% 6
2024
Q2 		$3.95M Sell
18,750
-160
-0.8% -$29.8K 2.97% 3
2024
Q1 		$3.24M Sell
18,910
-1,607
-8% -$292K 3.44% 3
2023
Q4 		$3.95M Buy
20,517
+134
+0.7% +$24.7K 4.38% 2
2023
Q3 		$3.49M Sell
20,383
-104
-0.5% -$19.1K 4.08% 2
2023
Q2 		$3.97M Sell
20,487
-69
-0.3% -$12K 4.41% 1
2023
Q1 		$3.39M Sell
20,556
-457
-2% -$67.4K 3.84% 1
2022
Q4 		$2.73M Buy
+21,013
New +$3M 3.41% 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

Redwood Wealth Management Group's AAPL Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Apple (AAPL) stake by 1.7% in Q1 2026, buying an estimated $68.4K and bringing the position to 15,732 shares worth $3.99M. The position accounts for 1.72% of the portfolio, ranked #12.

Redwood Wealth Management Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Redwood Wealth Management Group held 15,732 shares of Apple worth $3.99M as of Q1 2026.
  • Redwood Wealth Management Group bought 263 Apple shares in Q1 2026, an estimated $68.4K.
  • Apple made up 1.72% of Redwood Wealth Management Group's portfolio in Q1 2026, its #12 holding.
  • Redwood Wealth Management Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Apple position peaked at $4.5M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.