Steelhead Wealth Management’s Apple AAPL Stock Holding History

Steelhead Wealth Management’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	$1.03M	Buy	+4,072	New	+$1.06M	0.52%	38

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

Steelhead Wealth Management's AAPL Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Apple (AAPL) in Q1 2026: 4,072 shares worth $1.03M. The stake represents 0.52% of the portfolio and ranks #38 among its holdings.

6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Steelhead Wealth Management held 4,072 shares of Apple worth $1.03M as of Q1 2026.
Apple was a new Steelhead Wealth Management position in Q1 2026.
Apple made up 0.52% of Steelhead Wealth Management's portfolio in Q1 2026, its #38 holding.
6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.