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Smart Money Group’s Apple AAPL Stock Holding History

Smart Money Group’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 		$2.64M Buy
10,396
+33
+0.3% +$8.59K 0.77% 15
2025
Q4 		$2.82M Buy
10,363
+50
+0.5% +$13.4K 0.82% 15
2025
Q3 		$2.63M Buy
10,313
+367
+4% +$82.9K 0.78% 15
2025
Q2 		$2.04M Buy
9,946
+875
+10% +$177K 0.64% 17
2025
Q1 		$2.01M Buy
9,071
+1,780
+24% +$412K 0.69% 15
2024
Q4 		$1.83M Buy
7,291
+592
+9% +$140K 0.63% 36
2024
Q3 		$1.51M Buy
6,699
+250
+4% +$55.8K 0.54% 38
2024
Q2 		$1.43M Buy
6,449
+140
+2% +$26.1K 0.51% 36
2024
Q1 		$1.07M Buy
6,309
+1,400
+29% +$255K 0.42% 42
2023
Q4 		$945K Buy
4,909
+804
+20% +$148K 0.41% 38
2023
Q3 		$703K Buy
4,105
+171
+4% +$31.4K 0.33% 43
2023
Q2 		$763K Buy
3,934
+248
+7% +$43.2K 0.36% 37
2023
Q1 		$625K Sell
3,686
-1
-0% -$148 0.31% 34
2022
Q4 		$479K Buy
3,687
+111
+3% +$15.9K 0.25% 34
2022
Q3 		$494K Buy
3,576
+172
+5% +$27K 0.34% 30
2022
Q2 		$465K Sell
3,404
-46
-1% -$6.97K 0.32% 37
2022
Q1 		$602K Buy
3,450
+29
+0.8% +$4.88K 0.4% 38
2021
Q4 		$608K Buy
3,421
+267
+8% +$42.2K 0.39% 44
2021
Q3 		$446K Buy
3,154
+2,372
+303% +$349K 0.32% 43
2021
Q2 		$285K Sell
782
-2,307
-75% -$299K 0.33% 39
2021
Q1 		$377K Sell
3,089
-81
-3% -$10.4K 0.31% 47
2020
Q4 		$421K Sell
3,170
-5,504
-63% -$662K 0.35% 38
2020
Q3 		$1M Buy
8,674
+4,498
+108% +$491K 0.43% 56
2020
Q2 		$381K Sell
4,176
-156
-4% -$12.1K 0.23% 61
2020
Q1 		$276K Sell
4,332
-428
-9% -$31.5K 0.19% 68
2019
Q4 		$349K Buy
4,760
+228
+5% +$14.7K 0.2% 64
2019
Q3 		$253K Sell
4,532
-44
-1% -$2.3K 0.2% 58
2019
Q2 		$227K Buy
4,576
+76
+2% +$3.7K 0.19% 59
2019
Q1 		$214K Buy
+4,500
New +$191K 0.19% 59

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

Smart Money Group's AAPL Position: Q1 2026 in Review

Smart Money Group increased its Apple (AAPL) stake by 0.32% in Q1 2026, buying an estimated $8.59K and bringing the position to 10,396 shares worth $2.64M. The position accounts for 0.77% of the portfolio, ranked #15.

Smart Money Group first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.82M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Smart Money Group held 10,396 shares of Apple worth $2.64M as of Q1 2026.
  • Smart Money Group bought 33 Apple shares in Q1 2026, an estimated $8.59K.
  • Apple made up 0.77% of Smart Money Group's portfolio in Q1 2026, its #15 holding.
  • Smart Money Group first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Smart Money Group's Apple position peaked at $2.82M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.