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SFMG Wealth Advisors’s Apple AAPL Stock Holding History

SFMG Wealth Advisors’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 		$533K Buy
+2,100
New +$547K 0.04% 182

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

SFMG Wealth Advisors's AAPL Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Apple (AAPL) stake by 3.8% in Q1 2026, buying an estimated $2.22M and bringing the position to 231,927 shares worth $58.9M. The position accounts for 3.99% of the portfolio, ranked #7.

SFMG Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $60.7M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SFMG Wealth Advisors held 231,927 shares of Apple worth $58.9M as of Q1 2026.
  • SFMG Wealth Advisors bought 8,549 Apple shares in Q1 2026, an estimated $2.22M.
  • Apple made up 3.99% of SFMG Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • SFMG Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • SFMG Wealth Advisors's Apple position peaked at $60.7M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.