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Safe Harbor Fiduciary’s Apple AAPL Stock Holding History

Safe Harbor Fiduciary’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 		$5.86M Buy
23,098
+302
+1% +$78.6K 5.58% 3
2025
Q4 		$6.2M Buy
+22,796
New +$6.12M 5.48% 3
2025
Q2 		$4.87M Buy
23,733
+2,309
+11% +$466K 4.57% 4
2025
Q1 		$4.76M Buy
21,424
+26
+0.1% +$6.02K 4.92% 3
2024
Q4 		$5.36M Buy
21,398
+58
+0.3% +$13.7K 5.46% 3
2024
Q3 		$4.97M Buy
+21,340
New +$4.77M 4.66% 4

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

Safe Harbor Fiduciary's AAPL Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $78.6K and bringing the position to 23,098 shares worth $5.86M. The position accounts for 5.58% of the portfolio, ranked #3.

Safe Harbor Fiduciary first reported a position in AAPL in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.2M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Safe Harbor Fiduciary held 23,098 shares of Apple worth $5.86M as of Q1 2026.
  • Safe Harbor Fiduciary bought 302 Apple shares in Q1 2026, an estimated $78.6K.
  • Apple made up 5.58% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #3 holding.
  • Safe Harbor Fiduciary first reported a position in Apple in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Apple position peaked at $6.2M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.