TWM
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Tanager Wealth Management’s Apple AAPL Stock Holding History

Tanager Wealth Management’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 		$20.2M Buy
79,483
+1,892
+2% +$492K 1.95% 15
2025
Q4 		$21.1M Sell
77,591
-2,521
-3% -$677K 2.11% 13
2025
Q3 		$20.4M Buy
80,112
+7,881
+11% +$1.78M 2.14% 15
2025
Q2 		$14.8M Sell
72,231
-1,579
-2% -$319K 1.75% 16
2025
Q1 		$16.4M Sell
73,810
-3,601
-5% -$834K 2.13% 16
2024
Q4 		$19.4M Sell
77,411
-13,231
-15% -$3.12M 2.52% 13
2024
Q3 		$21.1M Buy
90,642
+266
+0.3% +$59.4K 2.84% 12
2024
Q2 		$19M Buy
90,376
+1,162
+1% +$217K 2.83% 13
2024
Q1 		$15.3M Buy
89,214
+2,560
+3% +$465K 2.47% 13
2023
Q4 		$16.7M Sell
86,654
-9,555
-10% -$1.76M 3.03% 10
2023
Q3 		$16.5M Buy
96,209
+10,352
+12% +$1.9M 3.42% 7
2023
Q2 		$16.7M Buy
85,857
+12,632
+17% +$2.2M 3.6% 7
2023
Q1 		$12.1M Sell
73,225
-6,747
-8% -$996K 2.86% 10
2022
Q4 		$10.4M Buy
79,972
+10,075
+14% +$1.44M 2.8% 12
2022
Q3 		$9.66M Buy
69,897
+16,374
+31% +$2.57M 7.65% 4
2022
Q2 		$7.32M Sell
53,523
-6,807
-11% -$1.03M 6.04% 5
2022
Q1 		$10.5M Buy
60,330
+187
+0.3% +$31.4K 7.94% 5
2021
Q4 		$10.7M Buy
+60,143
New +$9.5M 8.06% 4

Other funds holding AAPL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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