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Schaeffer Financial’s Apple AAPL Stock Holding History

Schaeffer Financial’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 		$300K Hold
1,181
– – 0.25% 18
2025
Q4 		$321K Buy
1,181
+1
+0.1% +$268 0.28% 14
2025
Q3 		$300K Buy
1,180
+21
+2% +$4.74K 0.27% 13
2025
Q2 		$238K Buy
1,159
+1
+0.1% +$202 0.23% 14
2025
Q1 		$257K Buy
1,158
+1
+0.1% +$232 0.28% 14
2024
Q4 		$290K Hold
1,157
– – 0.29% 12
2024
Q3 		$269K Sell
1,157
-33
-3% -$7.37K 0.27% 14
2024
Q2 		$251K Buy
1,190
+1
+0.1% +$186 0.27% 14
2024
Q1 		$204K Buy
1,189
+1
+0.1% +$182 0.2% 17
2023
Q4 		$229K Buy
+1,188
New +$219K 0.24% 16

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

Schaeffer Financial's AAPL Position: Q1 2026 in Review

Schaeffer Financial held its Apple (AAPL) position steady in Q1 2026 at 1,181 shares worth $300K. The position accounts for 0.25% of the portfolio, ranked #18.

Schaeffer Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $321K in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Schaeffer Financial held 1,181 shares of Apple worth $300K as of Q1 2026.
  • Schaeffer Financial left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.25% of Schaeffer Financial's portfolio in Q1 2026, its #18 holding.
  • Schaeffer Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Schaeffer Financial's Apple position peaked at $321K in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.