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Solitude Financial Services’s Apple AAPL Stock Holding History

Solitude Financial Services’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 		$5.2M Buy
19,517
+4,049
+26% +$1.05M 1.54% 12
2025
Q4 		$4.21M Buy
15,468
+1,677
+12% +$450K 1.39% 13
2025
Q3 		$3.51M Sell
13,791
-350
-2% -$79.1K 1.2% 14
2025
Q2 		$2.9M Buy
14,141
+2,149
+18% +$434K 1.05% 16
2025
Q1 		$2.66M Buy
11,992
+843
+8% +$195K 1.03% 14
2024
Q4 		$2.79M Sell
11,149
-900
-7% -$212K 1.22% 13
2024
Q3 		$2.81M Sell
12,049
-800
-6% -$179K 1.2% 13
2024
Q2 		$2.71M Sell
12,849
-908
-7% -$169K 1.26% 11
2024
Q1 		$2.36M Sell
13,757
-25,126
-65% -$4.57M 1.09% 13
2023
Q4 		$7.49M Sell
38,883
-3,359
-8% -$620K 4.1% 6
2023
Q3 		$7.23M Sell
42,242
-1,906
-4% -$350K 4.08% 6
2023
Q2 		$8.56M Buy
44,148
+9,531
+28% +$1.66M 4.85% 6
2023
Q1 		$5.71M Sell
34,617
-7,627
-18% -$1.13M 3.66% 7
2022
Q4 		$5.49M Sell
42,244
-4,818
-10% -$689K 3.76% 6
2022
Q3 		$6.5M Sell
47,062
-10,015
-18% -$1.57M 4.75% 6
2022
Q2 		$7.8M Buy
57,077
+5,210
+10% +$789K 5.47% 6
2022
Q1 		$9.06M Sell
51,867
-3,897
-7% -$655K 5.66% 8
2021
Q4 		$9.9M Sell
55,764
-7,317
-12% -$1.16M 6.59% 4
2021
Q3 		$8.93M Sell
63,081
-10,342
-14% -$1.52M 6.15% 4
2021
Q2 		$10.1M Sell
73,423
-3,176
-4% -$412K 7.29% 4
2021
Q1 		$9.36M Sell
76,599
-9,408
-11% -$1.21M 7.54% 3
2020
Q4 		$11.4M Buy
+86,007
New +$10.3M 10.03% 2

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

Solitude Financial Services's AAPL Position: Q1 2026 in Review

Solitude Financial Services increased its Apple (AAPL) stake by 26% in Q1 2026, buying an estimated $1.05M and bringing the position to 19,517 shares worth $5.2M. The position accounts for 1.54% of the portfolio, ranked #12.

Solitude Financial Services first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2020. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Solitude Financial Services held 19,517 shares of Apple worth $5.2M as of Q1 2026.
  • Solitude Financial Services bought 4,049 Apple shares in Q1 2026, an estimated $1.05M.
  • Apple made up 1.54% of Solitude Financial Services's portfolio in Q1 2026, its #12 holding.
  • Solitude Financial Services first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Solitude Financial Services's Apple position peaked at $11.4M in Q4 2020.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.