Sterling Group Wealth Management’s Apple AAPL Stock Holding History

Sterling Group 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	$3.67M	Sell	14,450 -2,955	-17%	-$769K	1.73%	11
2025 Q4	$4.73M	Buy	17,405 +180	+1%	+$48.3K	2.29%	10
2025 Q3	$4.39M	Sell	17,225 -41	-0.2%	-$9.26K	2.17%	10
2025 Q2	$3.54M	Sell	17,266 -19,644	-53%	-$3.97M	1.96%	10
2025 Q1	$8.2M	Buy	36,910 +7	+0%	+$1.62K	4.4%	7
2024 Q4	$9.24M	Sell	36,903 -35	-0.1%	-$8.25K	4.79%	7
2024 Q3	$8.61M	Buy	36,938 +83	+0.2%	+$18.5K	4.56%	8
2024 Q2	$7.76M	Buy	+36,855	New	+$6.87M	4.46%	7
2024 Q1	–	Sell	-36,896	Closed	-$7.1M	–	4
2023 Q4	$7.1M	Buy	36,896 +5,886	+19%	+$1.09M	5.52%	7
2023 Q3	$5.31M	Buy	31,010 +12,148	+64%	+$2.23M	5.02%	6
2023 Q2	$3.66M	Buy	18,862 +331	+2%	+$57.7K	3.17%	8
2023 Q1	$3.06M	Sell	18,531 -221	-1%	-$32.6K	2.88%	9
2022 Q4	$2.44M	Buy	+18,752	New	+$2.68M	2.4%	10

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

Sterling Group Wealth Management's AAPL Position: Q1 2026 in Review

Sterling Group Wealth Management reduced its Apple (AAPL) stake by 17% in Q1 2026, selling an estimated $769K and leaving 14,450 shares worth $3.67M. The position accounts for 1.73% of the portfolio, ranked #11.

Sterling Group Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.24M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sterling Group Wealth Management held 14,450 shares of Apple worth $3.67M as of Q1 2026.
Sterling Group Wealth Management sold 2,955 Apple shares in Q1 2026, an estimated $769K.
Apple made up 1.73% of Sterling Group Wealth Management's portfolio in Q1 2026, its #11 holding.
Sterling Group Wealth Management first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Apple position peaked at $9.24M in Q4 2024.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.