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SMART Wealth’s Apple AAPL Stock Holding History

SMART 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 		$4.16M Buy
16,375
+2,724
+20% +$709K 1.22% 20
2025
Q4 		$3.71M Buy
13,651
+725
+6% +$195K 1.13% 28
2025
Q3 		$3.29M Buy
12,926
+1,216
+10% +$275K 1.24% 28
2025
Q2 		$2.4M Sell
11,710
-674
-5% -$136K 0.75% 45
2025
Q1 		$2.75M Sell
12,384
-4,263
-26% -$988K 0.99% 32
2024
Q4 		$4.17M Buy
16,647
+2,067
+14% +$487K 1.48% 17
2024
Q3 		$3.4M Buy
14,580
+507
+4% +$113K 1.33% 19
2024
Q2 		$2.96M Buy
14,073
+251
+2% +$46.8K 1.2% 25
2024
Q1 		$2.37M Buy
13,822
+2,039
+17% +$371K 1.07% 25
2023
Q4 		$2.27M Buy
11,783
+1,394
+13% +$257K 1.24% 17
2023
Q3 		$1.78M Sell
10,389
-182
-2% -$33.4K 1.34% 21
2023
Q2 		$2.05M Sell
10,571
-230
-2% -$40.1K 1.55% 21
2023
Q1 		$1.78M Sell
10,801
-616
-5% -$90.9K 1.57% 21
2022
Q4 		$1.48M Buy
+11,417
New +$1.63M 1.12% 29

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 Wealth's AAPL Position: Q1 2026 in Review

SMART Wealth increased its Apple (AAPL) stake by 20% in Q1 2026, buying an estimated $709K and bringing the position to 16,375 shares worth $4.16M. The position accounts for 1.22% of the portfolio, ranked #20.

SMART Wealth first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.17M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SMART Wealth held 16,375 shares of Apple worth $4.16M as of Q1 2026.
  • SMART Wealth bought 2,724 Apple shares in Q1 2026, an estimated $709K.
  • Apple made up 1.22% of SMART Wealth's portfolio in Q1 2026, its #20 holding.
  • SMART Wealth first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's Apple position peaked at $4.17M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.