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Sterling Wealth Management’s Apple AAPL Stock Holding History

Sterling 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 		$2.93M Buy
11,549
+38
+0.3% +$9.89K 0.8% 24
2025
Q4 		$3.13M Sell
11,511
-810
-7% -$217K 0.89% 23
2025
Q3 		$3.14M Buy
12,321
+1,588
+15% +$359K 0.95% 23
2025
Q2 		$2.2M Buy
+10,733
New +$2.17M 0.75% 27
2024
Q4 		$4.33M Sell
17,277
-293
-2% -$69.1K 1.6% 17
2024
Q3 		$4.09M Buy
17,570
+5,954
+51% +$1.33M 1.53% 18
2024
Q2 		$2.45M Buy
11,616
+45
+0.4% +$8.39K 1.16% 17
2024
Q1 		$1.98M Buy
11,571
+34
+0.3% +$6.18K 0.99% 20
2023
Q4 		$2.22M Buy
+11,537
New +$2.13M 1.25% 16

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 Wealth Management's AAPL Position: Q1 2026 in Review

Sterling Wealth Management increased its Apple (AAPL) stake by 0.33% in Q1 2026, buying an estimated $9.89K and bringing the position to 11,549 shares worth $2.93M. The position accounts for 0.8% of the portfolio, ranked #24.

Sterling Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.33M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sterling Wealth Management held 11,549 shares of Apple worth $2.93M as of Q1 2026.
  • Sterling Wealth Management bought 38 Apple shares in Q1 2026, an estimated $9.89K.
  • Apple made up 0.8% of Sterling Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Sterling Wealth Management first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Sterling Wealth Management's Apple position peaked at $4.33M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.