Solutions 4 Wealth’s Apple AAPL Stock Holding History

Solutions 4 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	$3.01M	Sell	11,851 -7	-0.1%	-$1.82K	4.52%	5
2025 Q4	$3.22M	Sell	11,858 -221	-2%	-$59.3K	4.87%	5
2025 Q3	$3.08M	Sell	12,079 -68	-0.6%	-$15.4K	4.77%	5
2025 Q2	$2.49M	Sell	12,147 -2	-0%	-$404	4.15%	6
2025 Q1	$2.7M	Sell	12,149 -199	-2%	-$46.1K	4.76%	4
2024 Q4	$3.09M	Sell	12,348 -198	-2%	-$46.7K	5.6%	4
2024 Q3	$2.92M	Sell	12,546 -741	-6%	-$165K	5.72%	2
2024 Q2	$2.8M	Buy	13,287 +269	+2%	+$50.2K	6.35%	2
2024 Q1	$2.23M	Sell	13,018 -761	-6%	-$138K	6.27%	5
2023 Q4	$2.65M	Buy	+13,779	New	+$2.54M	8.66%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Solutions 4 Wealth's AAPL Position: Q1 2026 in Review

Solutions 4 Wealth reduced its Apple (AAPL) stake by 0.06% in Q1 2026, selling an estimated $1.82K and leaving 11,851 shares worth $3.01M. The position accounts for 4.52% of the portfolio, ranked #5.

Solutions 4 Wealth first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.22M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Solutions 4 Wealth held 11,851 shares of Apple worth $3.01M as of Q1 2026.
Solutions 4 Wealth sold 7 Apple shares in Q1 2026, an estimated $1.82K.
Apple made up 4.52% of Solutions 4 Wealth's portfolio in Q1 2026, its #5 holding.
Solutions 4 Wealth first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's Apple position peaked at $3.22M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.