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Stonehaven Wealth & Tax Solutions’s Apple AAPL Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$1.19M Buy
4,698
+126
+3% +$32.8K 1.05% 25
2025
Q4 		$1.24M Buy
4,572
+1,149
+34% +$308K 1.12% 24
2025
Q3 		$872K Buy
3,423
+45
+1% +$10.2K 0.81% 28
2025
Q2 		$693K Buy
3,378
+11
+0.3% +$2.22K 0.68% 30
2025
Q1 		$748K Buy
3,367
+487
+17% +$113K 0.79% 28
2024
Q4 		$721K Buy
+2,880
New +$679K 0.79% 37

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

Stonehaven Wealth & Tax Solutions's AAPL Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Apple (AAPL) stake by 2.8% in Q1 2026, buying an estimated $32.8K and bringing the position to 4,698 shares worth $1.19M. The position accounts for 1.05% of the portfolio, ranked #25.

Stonehaven Wealth & Tax Solutions first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 4,698 shares of Apple worth $1.19M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 126 Apple shares in Q1 2026, an estimated $32.8K.
  • Apple made up 1.05% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #25 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's Apple position peaked at $1.24M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.