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Sharp Financial Services’s Apple AAPL Stock Holding History

Sharp Financial Services’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 		$2.1M Buy
8,264
+2,110
+34% +$549K 1.04% 11
2025
Q4 		$1.67M Buy
6,154
+318
+5% +$85.4K 0.84% 19
2025
Q3 		$1.49M Buy
5,836
+295
+5% +$66.6K 0.81% 23
2025
Q2 		$1.14M Buy
5,541
+807
+17% +$163K 0.73% 16
2025
Q1 		$1.05M Buy
4,734
+971
+26% +$225K 0.81% 16
2024
Q4 		$942K Sell
3,763
-337
-8% -$79.4K 0.72% 26
2024
Q3 		$955K Sell
4,100
-319
-7% -$71.2K 0.74% 26
2024
Q2 		$931K Sell
4,419
-442
-9% -$82.4K 0.8% 25
2024
Q1 		$834K Sell
4,861
-667
-12% -$121K 0.78% 24
2023
Q4 		$1.06M Buy
+5,528
New +$1.02M 1.15% 19

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

Sharp Financial Services's AAPL Position: Q1 2026 in Review

Sharp Financial Services increased its Apple (AAPL) stake by 34% in Q1 2026, buying an estimated $549K and bringing the position to 8,264 shares worth $2.1M. The position accounts for 1.04% of the portfolio, ranked #11.

Sharp Financial Services first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sharp Financial Services held 8,264 shares of Apple worth $2.1M as of Q1 2026.
  • Sharp Financial Services bought 2,110 Apple shares in Q1 2026, an estimated $549K.
  • Apple made up 1.04% of Sharp Financial Services's portfolio in Q1 2026, its #11 holding.
  • Sharp Financial Services first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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