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Seaside Wealth Management’s Apple AAPL Stock Holding History

Seaside 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 		$1.61M Buy
6,355
+135
+2% +$35.1K 0.45% 17
2025
Q4 		$1.69M Buy
6,220
+28
+0.5% +$7.52K 0.48% 17
2025
Q3 		$1.58M Buy
6,192
+1
+0% +$226 0.47% 17
2025
Q2 		$1.27M Buy
6,191
+468
+8% +$94.5K 0.4% 22
2025
Q1 		$1.27M Buy
5,723
+281
+5% +$65.1K 0.45% 20
2024
Q4 		$1.36M Buy
5,442
+111
+2% +$26.2K 0.5% 19
2024
Q3 		$1.24M Buy
5,331
+1
+0% +$223 0.47% 19
2024
Q2 		$1.12M Buy
5,330
+1
+0% +$186 0.47% 19
2024
Q1 		$914K Sell
5,329
-39
-0.7% -$7.09K 0.39% 22
2023
Q4 		$1.03M Buy
5,368
+40
+0.8% +$7.39K 0.47% 19
2023
Q3 		$912K Buy
5,328
+461
+9% +$84.5K 0.46% 18
2023
Q2 		$944K Buy
4,867
+1
+0% +$174 0.49% 18
2023
Q1 		$803K Buy
4,866
+1
+0% +$148 0.49% 22
2022
Q4 		$632K Hold
4,865
– – 0.42% 23
2022
Q3 		$747K Buy
4,865
+1,357
+39% +$213K 0.52% 22
2022
Q2 		$572K Buy
+3,508
New +$531K 0.43% 23

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

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

Seaside Wealth Management increased its Apple (AAPL) stake by 2.2% in Q1 2026, buying an estimated $35.1K and bringing the position to 6,355 shares worth $1.61M. The position accounts for 0.45% of the portfolio, ranked #17.

Seaside Wealth Management first reported a position in AAPL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.69M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Seaside Wealth Management held 6,355 shares of Apple worth $1.61M as of Q1 2026.
  • Seaside Wealth Management bought 135 Apple shares in Q1 2026, an estimated $35.1K.
  • Apple made up 0.45% of Seaside Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Seaside Wealth Management first reported a position in Apple in Q2 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's Apple position peaked at $1.69M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.