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Stage Harbor Financial’s Apple AAPL Stock Holding History

Stage Harbor Financial’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 		$392K Sell
1,543
-181
-10% -$47.1K 0.26% 40
2025
Q4 		$469K Sell
1,724
-160
-8% -$43K 0.32% 38
2025
Q3 		$480K Buy
1,884
+385
+26% +$87K 0.35% 36
2025
Q2 		$308K Buy
1,499
+78
+5% +$15.8K 0.25% 42
2025
Q1 		$316K Sell
1,421
-517
-27% -$120K 0.27% 45
2024
Q4 		$485K Sell
1,938
-258
-12% -$60.8K 0.42% 32
2024
Q3 		$500K Sell
2,196
-264
-11% -$59K 0.46% 25
2024
Q2 		$518K Buy
2,460
+378
+18% +$70.5K 0.5% 25
2024
Q1 		$357K Buy
2,082
+104
+5% +$18.9K 0.32% 31
2023
Q4 		$381K Buy
+1,978
New +$365K 0.37% 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

Stage Harbor Financial's AAPL Position: Q1 2026 in Review

Stage Harbor Financial reduced its Apple (AAPL) stake by 10% in Q1 2026, selling an estimated $47.1K and leaving 1,543 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #40.

Stage Harbor Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $518K in Q2 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stage Harbor Financial held 1,543 shares of Apple worth $392K as of Q1 2026.
  • Stage Harbor Financial sold 181 Apple shares in Q1 2026, an estimated $47.1K.
  • Apple made up 0.26% of Stage Harbor Financial's portfolio in Q1 2026, its #40 holding.
  • Stage Harbor Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Stage Harbor Financial's Apple position peaked at $518K in Q2 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.