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Shepherd Wealth Management’s Apple AAPL Stock Holding History

Shepherd 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 		$1.39M Sell
4,953
-11,009
-69% -$2.87M 1.04% 15
2025
Q4 		$4.08M Sell
15,962
-12,667
-44% -$3.4M 2.84% 13
2025
Q3 		$7.73M Buy
28,629
+16,949
+145% +$3.83M 5.14% 9
2025
Q2 		$2.67M Sell
11,680
-17,865
-60% -$3.61M 1.82% 14
2025
Q1 		$6.56M Buy
29,545
+18,331
+163% +$4.25M 6.75% 6
2024
Q4 		$2.81M Buy
+11,214
New +$2.64M 2.76% 10

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

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

Shepherd Wealth Management reduced its Apple (AAPL) stake by 69% in Q1 2026, selling an estimated $2.87M and leaving 4,953 shares worth $1.39M. The position accounts for 1.04% of the portfolio, ranked #15.

Shepherd Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.73M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Shepherd Wealth Management held 4,953 shares of Apple worth $1.39M as of Q1 2026.
  • Shepherd Wealth Management sold 11,009 Apple shares in Q1 2026, an estimated $2.87M.
  • Apple made up 1.04% of Shepherd Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Shepherd Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Apple position peaked at $7.73M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.