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Refined Wealth Management’s Apple AAPL Stock Holding History

Refined 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 		$764K Sell
3,008
-203
-6% -$52.8K 0.48% 25
2025
Q4 		$873K Buy
3,211
+361
+13% +$96.9K 0.59% 22
2025
Q3 		$726K Buy
2,850
+100
+4% +$22.6K 0.47% 22
2025
Q2 		$564K Sell
2,750
-219
-7% -$44.2K 0.39% 21
2025
Q1 		$660K Sell
2,969
-9,759
-77% -$2.26M 0.54% 20
2024
Q4 		$3.19M Sell
12,728
-57
-0.4% -$13.4K 2.43% 13
2024
Q3 		$2.98M Buy
12,785
+146
+1% +$32.6K 2.3% 14
2024
Q2 		$2.66M Buy
12,639
+384
+3% +$71.6K 2.05% 14
2024
Q1 		$2.1M Sell
12,255
-259
-2% -$47.1K 1.48% 16
2023
Q4 		$2.41M Sell
12,514
-2
-0% -$369 1.88% 14
2023
Q3 		$2.14M Sell
12,516
-77
-0.6% -$14.1K 1.92% 14
2023
Q2 		$2.44M Buy
12,593
+195
+2% +$34K 2.01% 13
2023
Q1 		$2.04M Buy
12,398
+301
+2% +$44.4K 1.81% 14
2022
Q4 		$1.57M Buy
12,097
+901
+8% +$129K 1.38% 16
2022
Q3 		$1.55M Buy
11,196
+70
+0.6% +$11K 1.4% 15
2022
Q2 		$1.52M Buy
11,126
+1,291
+13% +$196K 1.36% 16
2022
Q1 		$1.72M Sell
9,835
-1,382
-12% -$232K 1.45% 15
2021
Q4 		$1.99M Buy
11,217
+491
+5% +$77.6K 1.54% 15
2021
Q3 		$1.52M Buy
10,726
+157
+1% +$23.1K 1.23% 16
2021
Q2 		$1.45M Buy
+10,569
New +$1.37M 1.22% 15

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

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

Refined Wealth Management reduced its Apple (AAPL) stake by 6.3% in Q1 2026, selling an estimated $52.8K and leaving 3,008 shares worth $764K. The position accounts for 0.48% of the portfolio, ranked #25.

Refined Wealth Management first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.19M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Refined Wealth Management held 3,008 shares of Apple worth $764K as of Q1 2026.
  • Refined Wealth Management sold 203 Apple shares in Q1 2026, an estimated $52.8K.
  • Apple made up 0.48% of Refined Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Refined Wealth Management first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Refined Wealth Management's Apple position peaked at $3.19M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.