TWP
AAPL icon

Triad Wealth Partners’s Apple AAPL Stock Holding History

Triad Wealth Partners’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 		$20.1M Buy
79,095
+6,258
+9% +$1.63M 1.59% 12
2025
Q4 		$19.8M Buy
72,837
+17,493
+32% +$4.7M 1.88% 9
2025
Q3 		$14.1M Buy
55,344
+25,042
+83% +$5.66M 1.82% 12
2025
Q2 		$6.22M Buy
30,302
+5,202
+21% +$1.05M 1.26% 22
2025
Q1 		$5.58M Buy
25,100
+1,564
+7% +$362K 1.73% 15
2024
Q4 		$5.89M Buy
23,536
+4,740
+25% +$1.12M 2.13% 12
2024
Q3 		$4.38M Buy
18,796
+6,852
+57% +$1.53M 2.33% 16
2024
Q2 		$2.52M Buy
11,944
+3,908
+49% +$729K 1.32% 17
2024
Q1 		$1.38M Buy
+8,036
New +$1.46M 1.06% 17

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

Triad Wealth Partners's AAPL Position: Q1 2026 in Review

Triad Wealth Partners increased its Apple (AAPL) stake by 8.6% in Q1 2026, buying an estimated $1.63M and bringing the position to 79,095 shares worth $20.1M. The position accounts for 1.59% of the portfolio, ranked #12.

Triad Wealth Partners first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Triad Wealth Partners held 79,095 shares of Apple worth $20.1M as of Q1 2026.
  • Triad Wealth Partners bought 6,258 Apple shares in Q1 2026, an estimated $1.63M.
  • Apple made up 1.59% of Triad Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Triad Wealth Partners first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.