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Sculati Wealth Management’s Apple AAPL Stock Holding History

Sculati 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 		$12.5M Sell
49,449
-976
-2% -$254K 4.63% 3
2025
Q4 		$13.7M Sell
50,425
-4,442
-8% -$1.19M 4.83% 3
2025
Q3 		$14M Sell
54,867
-446
-0.8% -$101K 4.93% 2
2025
Q2 		$11.3M Sell
55,313
-467
-0.8% -$94.3K 4.26% 2
2025
Q1 		$12.4M Sell
55,780
-2,927
-5% -$678K 5.01% 3
2024
Q4 		$14.7M Sell
58,707
-994
-2% -$234K 5.81% 3
2024
Q3 		$13.9M Sell
59,701
-1,147
-2% -$256K 5.55% 3
2024
Q2 		$12.8M Sell
60,848
-480
-0.8% -$89.5K 5.48% 3
2024
Q1 		$10.5M Sell
61,328
-125
-0.2% -$22.7K 4.54% 3
2023
Q4 		$11.8M Sell
61,453
-217
-0.4% -$40.1K 5.51% 2
2023
Q3 		$10.6M Buy
61,670
+220
+0.4% +$40.3K 5.4% 2
2023
Q2 		$11.9M Sell
61,450
-448
-0.7% -$78.1K 6% 2
2023
Q1 		$10.2M Buy
61,898
+643
+1% +$94.9K 5.42% 2
2022
Q4 		$7.96M Sell
61,255
-1,551
-2% -$222K 4.47% 2
2022
Q3 		$8.68M Buy
62,806
+1,101
+2% +$173K 5.13% 2
2022
Q2 		$8.44M Buy
61,705
+225
+0.4% +$34.1K 4.82% 2
2022
Q1 		$10.7M Buy
61,480
+276
+0.5% +$46.4K 5.25% 2
2021
Q4 		$10.9M Buy
61,204
+185
+0.3% +$29.2K 5.25% 2
2021
Q3 		$8.63M Sell
61,019
-339
-0.6% -$49.9K 4.57% 2
2021
Q2 		$8.4M Sell
61,358
-14
-0% -$1.81K 4.45% 2
2021
Q1 		$7.5M Sell
61,372
-6,873
-10% -$882K 4.32% 2
2020
Q4 		$9.05M Sell
68,245
-348
-0.5% -$41.9K 5.95% 2
2020
Q3 		$7.94M Sell
68,593
-43
-0.1% -$4.69K 5.95% 2
2020
Q2 		$6.26M Buy
68,636
+56
+0.1% +$4.34K 5.28% 2
2020
Q1 		$4.36M Buy
68,580
+1,512
+2% +$111K 4.79% 2
2019
Q4 		$4.92M Buy
+67,068
New +$4.31M 4.42% 2

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

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

Sculati Wealth Management reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $254K and leaving 49,449 shares worth $12.5M. The position accounts for 4.63% of the portfolio, ranked #3.

Sculati Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.7M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sculati Wealth Management held 49,449 shares of Apple worth $12.5M as of Q1 2026.
  • Sculati Wealth Management sold 976 Apple shares in Q1 2026, an estimated $254K.
  • Apple made up 4.63% of Sculati Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Sculati Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Apple position peaked at $14.7M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.