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Scissortail Wealth Management’s Apple AAPL Stock Holding History

Scissortail 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 		$13.6M Buy
53,730
+726
+1% +$189K 2.74% 9
2025
Q4 		$14.4M Sell
53,004
-140
-0.3% -$37.6K 3.29% 6
2025
Q3 		$13.5M Buy
53,144
+412
+0.8% +$93.1K 2.95% 6
2025
Q2 		$10.8M Buy
52,732
+1,137
+2% +$230K 2.6% 11
2025
Q1 		$11.5M Sell
51,595
-2,500
-5% -$579K 2.94% 8
2024
Q4 		$13.5M Buy
54,095
+53,657
+12,250% +$12.6M 3.47% 4
2024
Q3 		$12.5M Sell
438
-53,055
-99% -$11.8M 3.03% 7
2024
Q2 		$11.3M Buy
53,493
+735
+1% +$137K 2.87% 6
2024
Q1 		$9.05M Sell
52,758
-83,051
-61% -$15.1M 2.39% 8
2023
Q4 		$26M Buy
135,809
+85,707
+171% +$15.8M 8.25% 1
2023
Q3 		$8.66M Buy
+50,102
New +$9.19M 6.82% 2
2023
Q2 		– Sell
-53,015
Closed -$8.74M – 41
2023
Q1 		$8.74M Buy
+53,015
New +$7.82M 7.88% 2
2022
Q4 		– Sell
-51,281
Closed -$7.44M – 121
2022
Q3 		$7.44M Sell
51,281
-4,021
-7% -$631K 3.86% 5
2022
Q2 		$9.82M Buy
55,302
+4,656
+9% +$705K 3.78% 4
2022
Q1 		$8.82M Sell
50,646
-4,656
-8% -$783K 4.34% 3
2021
Q4 		$9.82M Buy
+55,302
New +$8.74M 3.78% 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

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

Scissortail Wealth Management increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $189K and bringing the position to 53,730 shares worth $13.6M. The position accounts for 2.74% of the portfolio, ranked #9.

Scissortail Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $26M in Q4 2023. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Scissortail Wealth Management held 53,730 shares of Apple worth $13.6M as of Q1 2026.
  • Scissortail Wealth Management bought 726 Apple shares in Q1 2026, an estimated $189K.
  • Apple made up 2.74% of Scissortail Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Scissortail Wealth Management first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • Scissortail Wealth Management's Apple position peaked at $26M in Q4 2023.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.