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Stiles Financial Services’s Apple AAPL Stock Holding History

Stiles Financial Services’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 		$10.7M Sell
42,044
-370
-0.9% -$96.3K 3.26% 3
2025
Q4 		$11.5M Sell
42,414
-1,602
-4% -$430K 3.55% 2
2025
Q3 		$11.2M Buy
44,016
+141
+0.3% +$31.9K 3.53% 2
2025
Q2 		$9M Buy
43,875
+49
+0.1% +$9.9K 3.11% 2
2025
Q1 		$9.74M Sell
43,826
-655
-1% -$152K 3.74% 2
2024
Q4 		$11.1M Sell
44,481
-2,766
-6% -$652K 4.03% 2
2024
Q3 		$11M Sell
47,247
-571
-1% -$128K 3.88% 2
2024
Q2 		$10.1M Sell
47,818
-4,936
-9% -$920K 3.87% 2
2024
Q1 		$9.05M Sell
52,754
-895
-2% -$163K 3.63% 2
2023
Q4 		$10.3M Sell
53,649
-727
-1% -$134K 4.69% 1
2023
Q3 		$9.31M Sell
54,376
-13
-0% -$2.38K 4.83% 1
2023
Q2 		$10.5M Sell
54,389
-3,669
-6% -$639K 5.24% 1
2023
Q1 		$9.57M Sell
58,058
-7,978
-12% -$1.18M 5.14% 1
2022
Q4 		$8.58M Sell
66,036
-7,384
-10% -$1.06M 4.9% 1
2022
Q3 		$10.1M Sell
73,420
-1,667
-2% -$262K 6.16% 1
2022
Q2 		$10.3M Sell
75,087
-266
-0.4% -$40.3K 6.17% 1
2022
Q1 		$13.2M Buy
75,353
+149
+0.2% +$25.1K 6.59% 1
2021
Q4 		$13.3M Buy
+75,204
New +$11.9M 6.44% 1

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

Stiles Financial Services's AAPL Position: Q1 2026 in Review

Stiles Financial Services reduced its Apple (AAPL) stake by 0.87% in Q1 2026, selling an estimated $96.3K and leaving 42,044 shares worth $10.7M. The position accounts for 3.26% of the portfolio, ranked #3.

Stiles Financial Services first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.3M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stiles Financial Services held 42,044 shares of Apple worth $10.7M as of Q1 2026.
  • Stiles Financial Services sold 370 Apple shares in Q1 2026, an estimated $96.3K.
  • Apple made up 3.26% of Stiles Financial Services's portfolio in Q1 2026, its #3 holding.
  • Stiles Financial Services first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Apple position peaked at $13.3M in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.