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Sterling Manor Financial’s Apple AAPL Stock Holding History

Sterling Manor 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 		$3.18M Buy
12,513
+46
+0.4% +$12K 1.99% 17
2025
Q4 		$3.39M Sell
12,467
-252
-2% -$67.7K 2.11% 15
2025
Q3 		$3.24M Buy
12,719
+174
+1% +$39.3K 2.04% 15
2025
Q2 		$2.57M Sell
12,545
-200
-2% -$40.4K 1.72% 15
2025
Q1 		$2.83M Sell
12,745
-448
-3% -$104K 2.02% 15
2024
Q4 		$3.3M Sell
13,193
-400
-3% -$94.3K 2.3% 14
2024
Q3 		$3.17M Buy
13,593
+182
+1% +$40.6K 2.15% 14
2024
Q2 		$2.82M Sell
13,411
-2,725
-17% -$508K 2.15% 13
2024
Q1 		$2.77M Buy
16,136
+134
+0.8% +$24.4K 2.08% 13
2023
Q4 		$3.08M Sell
16,002
-1,299
-8% -$240K 2.61% 13
2023
Q3 		$2.96M Sell
17,301
-320
-2% -$58.7K 2.68% 14
2023
Q2 		$3.42M Buy
17,621
+295
+2% +$51.4K 2.88% 14
2023
Q1 		$2.86M Buy
17,326
+180
+1% +$26.6K 2.77% 13
2022
Q4 		$2.23M Buy
17,146
+3,050
+22% +$436K 2.47% 7
2022
Q3 		$1.95M Sell
14,096
-105
-0.7% -$16.5K 2.42% 7
2022
Q2 		$1.94M Sell
14,201
-6,241
-31% -$945K 2.38% 13
2022
Q1 		$3.57M Buy
20,442
+1
+0% +$168 2.85% 11
2021
Q4 		$3.63M Buy
20,441
+3,992
+24% +$631K 2.83% 11
2021
Q3 		$2.33M Buy
16,449
+1,128
+7% +$166K 1.94% 19
2021
Q2 		$2.1M Buy
15,321
+775
+5% +$100K 1.68% 22
2021
Q1 		$1.78M Sell
14,546
-559
-4% -$71.8K 1.58% 26
2020
Q4 		$2M Buy
+15,105
New +$1.82M 1.86% 22

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

Sterling Manor Financial's AAPL Position: Q1 2026 in Review

Sterling Manor Financial increased its Apple (AAPL) stake by 0.37% in Q1 2026, buying an estimated $12K and bringing the position to 12,513 shares worth $3.18M. The position accounts for 1.99% of the portfolio, ranked #17.

Sterling Manor Financial first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.63M in Q4 2021. 6,084 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sterling Manor Financial held 12,513 shares of Apple worth $3.18M as of Q1 2026.
  • Sterling Manor Financial bought 46 Apple shares in Q1 2026, an estimated $12K.
  • Apple made up 1.99% of Sterling Manor Financial's portfolio in Q1 2026, its #17 holding.
  • Sterling Manor Financial first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Sterling Manor Financial's Apple position peaked at $3.63M in Q4 2021.
  • 6,084 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.