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TSA Wealth Management’s Apple AAPL Stock Holding History

TSA 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 		$2.3M Buy
9,069
+1,119
+14% +$291K 0.74% 30
2025
Q4 		$2.16M Buy
7,950
+1,121
+16% +$301K 0.72% 30
2025
Q3 		$1.74M Buy
6,829
+680
+11% +$154K 0.59% 33
2025
Q2 		$1.26M Buy
6,149
+783
+15% +$158K 0.46% 35
2025
Q1 		$1.19M Buy
5,366
+78
+1% +$18.1K 0.47% 33
2024
Q4 		$1.32M Buy
5,288
+20
+0.4% +$4.71K 0.54% 29
2024
Q3 		$1.23M Buy
5,268
+286
+6% +$63.9K 0.49% 29
2024
Q2 		$1.05M Buy
4,982
+1,024
+26% +$191K 0.45% 31
2024
Q1 		$679K Buy
3,958
+11
+0.3% +$2K 0.3% 34
2023
Q4 		$760K Buy
+3,947
New +$729K 0.35% 32

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

TSA Wealth Management's AAPL Position: Q1 2026 in Review

TSA Wealth Management increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $291K and bringing the position to 9,069 shares worth $2.3M. The position accounts for 0.74% of the portfolio, ranked #30.

TSA Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • TSA Wealth Management held 9,069 shares of Apple worth $2.3M as of Q1 2026.
  • TSA Wealth Management bought 1,119 Apple shares in Q1 2026, an estimated $291K.
  • Apple made up 0.74% of TSA Wealth Management's portfolio in Q1 2026, its #30 holding.
  • TSA Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.