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Synergy Financial Group’s Apple AAPL Stock Holding History

Synergy Financial Group’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 		$5.79M Buy
22,800
+998
+5% +$260K 4.35% 6
2025
Q4 		$5.93M Sell
21,802
-199
-0.9% -$53.4K 4.16% 6
2025
Q3 		$5.6M Sell
22,001
-392
-2% -$88.6K 3.78% 6
2025
Q2 		$4.59M Buy
22,393
+1,185
+6% +$239K 3.38% 7
2025
Q1 		$4.71M Sell
21,208
-342
-2% -$79.2K 4.23% 5
2024
Q4 		$5.4M Sell
21,550
-289
-1% -$68.1K 4.5% 6
2024
Q3 		$5.09M Sell
21,839
-840
-4% -$188K 4.83% 6
2024
Q2 		$4.78M Buy
22,679
+1,279
+6% +$239K 5% 4
2024
Q1 		$3.67M Sell
21,400
-1,011
-5% -$184K 4.13% 6
2023
Q4 		$4.31M Sell
22,411
-782
-3% -$144K 5.29% 4
2023
Q3 		$3.97M Sell
23,193
-1,820
-7% -$334K 5.54% 4
2023
Q2 		$4.85M Buy
25,013
+3,477
+16% +$606K 6.55% 3
2023
Q1 		$3.55M Sell
21,536
-930
-4% -$137K 5.78% 4
2022
Q4 		$2.92M Sell
22,466
-2,213
-9% -$316K 5.77% 3
2022
Q3 		$3.41M Buy
24,679
+806
+3% +$127K 5.11% 4
2022
Q2 		$3.26M Buy
23,873
+606
+3% +$91.8K 5.12% 3
2022
Q1 		$4.06M Sell
23,267
-890
-4% -$150K 4.27% 5
2021
Q4 		$4.29M Buy
+24,157
New +$3.82M 3.85% 6

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

Synergy Financial Group's AAPL Position: Q1 2026 in Review

Synergy Financial Group increased its Apple (AAPL) stake by 4.6% in Q1 2026, buying an estimated $260K and bringing the position to 22,800 shares worth $5.79M. The position accounts for 4.35% of the portfolio, ranked #6.

Synergy Financial Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.93M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Synergy Financial Group held 22,800 shares of Apple worth $5.79M as of Q1 2026.
  • Synergy Financial Group bought 998 Apple shares in Q1 2026, an estimated $260K.
  • Apple made up 4.35% of Synergy Financial Group's portfolio in Q1 2026, its #6 holding.
  • Synergy Financial Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Apple position peaked at $5.93M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.