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Talisman Wealth Advisors’s Apple AAPL Stock Holding History

Talisman Wealth Advisors’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 		$3.79M Sell
14,932
-11
-0.1% -$2.86K 3.05% 7
2025
Q4 		$4.07M Sell
14,943
-1,027
-6% -$276K 3.17% 7
2025
Q3 		$4.07M Buy
15,970
+51
+0.3% +$11.5K 3.37% 6
2025
Q2 		$3.27M Buy
15,919
+2,652
+20% +$536K 2.98% 7
2025
Q1 		$2.95M Buy
13,267
+576
+5% +$133K 3.03% 6
2024
Q4 		$3.18M Sell
12,691
-206
-2% -$48.5K 3.37% 5
2024
Q3 		$2.95M Buy
12,897
+7
+0.1% +$1.56K 3.11% 6
2024
Q2 		$2.71M Buy
12,890
+721
+6% +$134K 3.14% 7
2024
Q1 		$2.09M Buy
12,169
+161
+1% +$29.3K 2.62% 10
2023
Q4 		$2.31M Buy
12,008
+1,841
+18% +$340K 3.43% 6
2023
Q3 		$1.74M Sell
10,167
-24
-0.2% -$4.4K 3.01% 7
2023
Q2 		$1.98M Sell
10,191
-4,114
-29% -$717K 3.37% 5
2023
Q1 		$2.36M Buy
14,305
+2,376
+20% +$351K 4.26% 2
2022
Q4 		$1.55M Buy
+11,929
New +$1.7M 3.3% 4

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

Talisman Wealth Advisors's AAPL Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Apple (AAPL) stake by 0.07% in Q1 2026, selling an estimated $2.86K and leaving 14,932 shares worth $3.79M. The position accounts for 3.05% of the portfolio, ranked #7.

Talisman Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.07M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Talisman Wealth Advisors held 14,932 shares of Apple worth $3.79M as of Q1 2026.
  • Talisman Wealth Advisors sold 11 Apple shares in Q1 2026, an estimated $2.86K.
  • Apple made up 3.05% of Talisman Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Talisman Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's Apple position peaked at $4.07M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.