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SHP Wealth Management’s Apple AAPL Stock Holding History

SHP 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 		$16.7M Buy
65,999
+848
+1% +$221K 1.26% 15
2025
Q4 		$17.7M Buy
+65,151
New +$17.5M 1.38% 16

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $221K and bringing the position to 65,999 shares worth $16.7M. The position accounts for 1.26% of the portfolio, ranked #15.

SHP Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.7M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SHP Wealth Management held 65,999 shares of Apple worth $16.7M as of Q1 2026.
  • SHP Wealth Management bought 848 Apple shares in Q1 2026, an estimated $221K.
  • Apple made up 1.26% of SHP Wealth Management's portfolio in Q1 2026, its #15 holding.
  • SHP Wealth Management first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Apple position peaked at $17.7M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.