TF
AAPL icon

Tandem Financial’s Apple AAPL Stock Holding History

Tandem Financial’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 		$2.26M Buy
8,899
+291
+3% +$75.7K 0.72% 36
2025
Q4 		$2.16M Sell
8,608
-304
-3% -$81.6K 2.58% 11
2025
Q3 		$2.27M Buy
8,912
+534
+6% +$121K 0.84% 34
2025
Q2 		$1.72M Buy
8,378
+21
+0.3% +$4.24K 1.6% 20
2025
Q1 		$1.86M Buy
+8,357
New +$1.94M 2.01% 15

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

Tandem Financial's AAPL Position: Q1 2026 in Review

Tandem Financial increased its Apple (AAPL) stake by 3.4% in Q1 2026, buying an estimated $75.7K and bringing the position to 8,899 shares worth $2.26M. The position accounts for 0.72% of the portfolio, ranked #36.

Tandem Financial first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q3 2025. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tandem Financial held 8,899 shares of Apple worth $2.26M as of Q1 2026.
  • Tandem Financial bought 291 Apple shares in Q1 2026, an estimated $75.7K.
  • Apple made up 0.72% of Tandem Financial's portfolio in Q1 2026, its #36 holding.
  • Tandem Financial first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Tandem Financial's Apple position peaked at $2.27M in Q3 2025.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.