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Stone Summit Wealth’s Apple AAPL Stock Holding History

Stone Summit Wealth’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 		$4.57M Sell
18,017
-588
-3% -$153K 1.27% 22
2025
Q4 		$5.06M Buy
18,605
+747
+4% +$201K 1.37% 20
2025
Q3 		$4.55M Sell
17,858
-175
-1% -$39.5K 1.29% 23
2025
Q2 		$3.7M Sell
18,033
-360
-2% -$72.7K 1.15% 30
2025
Q1 		$4.09M Sell
18,393
-465
-2% -$108K 1.38% 22
2024
Q4 		$4.72M Sell
18,858
-187
-1% -$44.1K 1.58% 15
2024
Q3 		$4.44M Sell
19,045
-229
-1% -$51.1K 1.43% 20
2024
Q2 		$4.06M Sell
19,274
-108
-0.6% -$20.1K 1.46% 18
2024
Q1 		$3.32M Sell
19,382
-1,041
-5% -$189K 1.16% 28
2023
Q4 		$3.93M Sell
20,423
-799
-4% -$148K 1.51% 14
2023
Q3 		$3.63M Sell
21,222
-92
-0.4% -$16.9K 1.56% 14
2023
Q2 		$4.13M Sell
21,314
-716
-3% -$125K 1.71% 11
2023
Q1 		$3.63M Sell
22,030
-689
-3% -$102K 1.62% 13
2022
Q4 		$2.95M Sell
22,719
-232
-1% -$33.2K 1.45% 15
2022
Q3 		$3.17M Buy
22,951
+669
+3% +$105K 1.95% 8
2022
Q2 		$3.05M Buy
22,282
+2,067
+10% +$313K 1.82% 11
2022
Q1 		$3.52M Buy
20,215
+2,542
+14% +$427K 1.97% 9
2021
Q4 		$3.14M Buy
+17,673
New +$2.79M 2.55% 7

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

Stone Summit Wealth's AAPL Position: Q1 2026 in Review

Stone Summit Wealth reduced its Apple (AAPL) stake by 3.2% in Q1 2026, selling an estimated $153K and leaving 18,017 shares worth $4.57M. The position accounts for 1.27% of the portfolio, ranked #22.

Stone Summit Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.06M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stone Summit Wealth held 18,017 shares of Apple worth $4.57M as of Q1 2026.
  • Stone Summit Wealth sold 588 Apple shares in Q1 2026, an estimated $153K.
  • Apple made up 1.27% of Stone Summit Wealth's portfolio in Q1 2026, its #22 holding.
  • Stone Summit Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Apple position peaked at $5.06M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.