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Simplicity Wealth’s Apple AAPL Stock Holding History

Simplicity Wealth’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 		$27.2M Buy
107,322
+5,018
+5% +$1.31M 1.54% 10
2025
Q4 		$27.8M Sell
102,304
-8,615
-8% -$2.31M 1.66% 9
2025
Q3 		$28.2M Sell
110,919
-49,648
-31% -$11.2M 1.64% 9
2025
Q2 		$32.9M Buy
160,567
+67,605
+73% +$13.7M 1.37% 11
2025
Q1 		$20.6M Buy
92,962
+50,780
+120% +$11.8M 1.61% 9
2024
Q4 		$10.6M Sell
42,182
-15,222
-27% -$3.59M 2.2% 7
2024
Q3 		$13.4M Sell
57,404
-587,294
-91% -$131M 1.24% 14
2024
Q2 		$136M Sell
644,698
-19,006
-3% -$3.54M 3.07% 2
2024
Q1 		$114M Buy
663,704
+658,207
+11,974% +$120M 2.71% 3
2023
Q4 		$1.06M Buy
5,497
+3,095
+129% +$571K 0.41% 44
2023
Q3 		$411K Sell
2,402
-632
-21% -$116K 0.24% 50
2023
Q2 		$588K Sell
3,034
-939
-24% -$164K 0.37% 44
2023
Q1 		$655K Sell
3,973
-496
-11% -$73.2K 0.44% 36
2022
Q4 		$581K Sell
4,469
-3,762
-46% -$538K 0.51% 30
2022
Q3 		$1.14M Buy
8,231
+2,767
+51% +$434K 1.53% 21
2022
Q2 		$747K Sell
5,464
-876
-14% -$133K 1.09% 30
2022
Q1 		$1.11M Buy
6,340
+559
+10% +$94K 1.08% 26
2021
Q4 		$1.03M Buy
+5,781
New +$914K 0.55% 40

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

Simplicity Wealth's AAPL Position: Q1 2026 in Review

Simplicity Wealth increased its Apple (AAPL) stake by 4.9% in Q1 2026, buying an estimated $1.31M and bringing the position to 107,322 shares worth $27.2M. The position accounts for 1.54% of the portfolio, ranked #10.

Simplicity Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $136M in Q2 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Simplicity Wealth held 107,322 shares of Apple worth $27.2M as of Q1 2026.
  • Simplicity Wealth bought 5,018 Apple shares in Q1 2026, an estimated $1.31M.
  • Apple made up 1.54% of Simplicity Wealth's portfolio in Q1 2026, its #10 holding.
  • Simplicity Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Simplicity Wealth's Apple position peaked at $136M in Q2 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.