Tandem Wealth Advisors’s Apple AAPL Stock Holding History

Tandem 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	$1.52M	Buy	5,973 +300	+5%	+$78.1K	0.68%	16
2025 Q4	$1.54M	Buy	5,673 +206	+4%	+$55.3K	0.69%	15
2025 Q3	$1.39M	Sell	5,467 -729	-12%	-$165K	0.66%	15
2025 Q2	$1.27M	Buy	6,196 +516	+9%	+$104K	0.63%	17
2025 Q1	$1.26M	Buy	5,680 +919	+19%	+$213K	0.66%	17
2024 Q4	$1.19M	Buy	4,761 +172	+4%	+$40.5K	0.61%	19
2024 Q3	$1.07M	Buy	4,589 +6	+0.1%	+$1.34K	0.54%	17
2024 Q2	$965K	Hold	4,583	–	–	0.52%	17
2024 Q1	$786K	Buy	4,583 +31	+0.7%	+$5.64K	0.43%	17
2023 Q4	$876K	Sell	4,552 -18	-0.4%	-$3.32K	0.51%	17
2023 Q3	$782K	Sell	4,570 -145	-3%	-$26.6K	0.48%	16
2023 Q2	$915K	Sell	4,715 -208	-4%	-$36.2K	0.55%	16
2023 Q1	$812K	Sell	4,923 -1,440	-23%	-$212K	0.51%	16
2022 Q4	$827K	Buy	+6,363	New	+$909K	0.53%	20

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Tandem Wealth Advisors increased its Apple (AAPL) stake by 5.3% in Q1 2026, buying an estimated $78.1K and bringing the position to 5,973 shares worth $1.52M. The position accounts for 0.68% of the portfolio, ranked #16.

Tandem Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Tandem Wealth Advisors held 5,973 shares of Apple worth $1.52M as of Q1 2026.
Tandem Wealth Advisors bought 300 Apple shares in Q1 2026, an estimated $78.1K.
Apple made up 0.68% of Tandem Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Tandem Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's Apple position peaked at $1.54M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.