Sagace Wealth Management’s Apple AAPL Stock Holding History

Sagace 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	$1.7M	Buy	6,700 +1,000	+18%	+$260K	1.14%	33
2025 Q4	$424K	Hold	5,700	–	–	0.29%	49
2025 Q3	$356K	Buy	+5,700	New	+$1.29M	0.24%	51
2025 Q2	–	Sell	-4,500	Closed	-$211K	–	63
2025 Q1	$211K	Hold	4,500	–	–	0.16%	60
2024 Q4	$380K	Hold	4,500	–	–	0.28%	52
2024 Q3	$310K	Buy	4,500 +1,000	+29%	+$223K	0.24%	52
2024 Q2	$247K	Buy	+3,500	New	+$653K	0.24%	46

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

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

Sagace Wealth Management reduced its Apple (AAPL) stake by 8.4% in Q1 2026, selling an estimated $108K and leaving 4,546 shares worth $1.15M. The position accounts for 0.77% of the portfolio, ranked #42.

Sagace Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sagace Wealth Management held 4,546 shares of Apple worth $1.15M as of Q1 2026.
Sagace Wealth Management sold 415 Apple shares in Q1 2026, an estimated $108K.
Apple made up 0.77% of Sagace Wealth Management's portfolio in Q1 2026, its #42 holding.
Sagace Wealth Management first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's Apple position peaked at $1.35M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.