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Ruedi Wealth Management’s Apple AAPL Stock Holding History

Ruedi 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 		$4.65M Sell
18,330
-61
-0.3% -$15.9K 1.2% 16
2025
Q4 		$5M Sell
18,391
-337
-2% -$90.5K 1.31% 14
2025
Q3 		$4.77M Sell
18,728
-69
-0.4% -$15.6K 1.34% 14
2025
Q2 		$3.86M Sell
18,797
-490
-3% -$99K 1.14% 17
2025
Q1 		$4.28M Sell
19,287
-481
-2% -$111K 1.34% 15
2024
Q4 		$4.95M Sell
19,768
-59
-0.3% -$13.9K 1.56% 15
2024
Q3 		$4.62M Sell
19,827
-436
-2% -$97.4K 1.59% 15
2024
Q2 		$4.27M Buy
20,263
+227
+1% +$42.3K 1.68% 15
2024
Q1 		$3.44M Buy
20,036
+62
+0.3% +$11.3K 1.45% 16
2023
Q4 		$3.85M Buy
19,974
+6
+0% +$1.11K 1.81% 14
2023
Q3 		$3.42M Buy
19,968
+7
+0% +$1.28K 1.96% 12
2023
Q2 		$3.87M Sell
19,961
-10
-0.1% -$1.74K 2.28% 10
2023
Q1 		$3.29M Sell
19,971
-150
-0.7% -$22.1K 2.12% 11
2022
Q4 		$2.61M Buy
+20,121
New +$2.88M 1.84% 11

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

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

Ruedi Wealth Management reduced its Apple (AAPL) stake by 0.33% in Q1 2026, selling an estimated $15.9K and leaving 18,330 shares worth $4.65M. The position accounts for 1.2% of the portfolio, ranked #16.

Ruedi Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ruedi Wealth Management held 18,330 shares of Apple worth $4.65M as of Q1 2026.
  • Ruedi Wealth Management sold 61 Apple shares in Q1 2026, an estimated $15.9K.
  • Apple made up 1.2% of Ruedi Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Ruedi Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Ruedi Wealth Management's Apple position peaked at $5M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.