RF&L Wealth Management’s Apple AAPL Stock Holding History

RF&L 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	$1.2M	Sell	4,735 -23,284	-83%	-$6.06M	0.9%	22
2025 Q4	$7.62M	Sell	28,019 -260	-0.9%	-$69.8K	4.27%	6
2025 Q3	$7.2M	Sell	28,279 -10	-0%	-$2.26K	4.23%	6
2025 Q2	$5.8M	Hold	28,289	–	–	3.74%	7
2025 Q1	$6.28M	Hold	28,289	–	–	4.49%	6
2024 Q4	$7.08M	Hold	28,289	–	–	5.01%	6
2024 Q3	$6.59M	Sell	28,289 -20	-0.1%	-$4.47K	4.66%	6
2024 Q2	$5.96M	Sell	28,309 -7,000	-20%	-$1.31M	4.54%	6
2024 Q1	$6.05M	Hold	35,309	–	–	4.66%	6
2023 Q4	$6.8M	Sell	35,309 -40	-0.1%	-$7.39K	5.65%	5
2023 Q3	$6.05M	Sell	35,349 -25	-0.1%	-$4.58K	5.62%	5
2023 Q2	$6.86M	Buy	35,374 +10	+0%	+$1.74K	6.26%	5
2023 Q1	$5.83M	Hold	35,364	–	–	5.65%	6
2022 Q4	$4.59M	Buy	+35,364	New	+$5.05M	4.73%	7

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

RF&L Wealth Management's AAPL Position: Q1 2026 in Review

RF&L Wealth Management reduced its Apple (AAPL) stake by 83% in Q1 2026, selling an estimated $6.06M and leaving 4,735 shares worth $1.2M. The position accounts for 0.9% of the portfolio, ranked #22.

RF&L Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.62M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

RF&L Wealth Management held 4,735 shares of Apple worth $1.2M as of Q1 2026.
RF&L Wealth Management sold 23,284 Apple shares in Q1 2026, an estimated $6.06M.
Apple made up 0.9% of RF&L Wealth Management's portfolio in Q1 2026, its #22 holding.
RF&L Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's Apple position peaked at $7.62M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.