Twin Peaks Wealth Advisors’s Apple AAPL Stock Holding History

Twin Peaks 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	$18.9M	Buy	74,581 +4,404	+6%	+$1.15M	4.77%	1
2025 Q4	$19.3M	Buy	70,177 +3,824	+6%	+$1.03M	5.62%	1
2025 Q3	$16.9M	Buy	66,353 +4,015	+6%	+$907K	5.77%	1
2025 Q2	$14.3M	Sell	62,338 -1,153	-2%	-$233K	4.64%	1
2025 Q1	$12.8M	Sell	63,491 -2,072	-3%	-$480K	5.85%	1
2024 Q4	$16.4M	Buy	65,563 +6,101	+10%	+$1.44M	6.93%	1
2024 Q3	$13.9M	Sell	59,462 -1,888	-3%	-$422K	6.39%	1
2024 Q2	$12.9M	Buy	61,350 +4,355	+8%	+$812K	6.45%	1
2024 Q1	$9.77M	Sell	56,995 -4,899	-8%	-$891K	5.43%	2
2023 Q4	$11.9M	Buy	+61,894	New	+$11.4M	7.61%	1

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

Twin Peaks Wealth Advisors's AAPL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Apple (AAPL) stake by 6.3% in Q1 2026, buying an estimated $1.15M and bringing the position to 74,581 shares worth $18.9M. The position accounts for 4.77% of the portfolio, ranked #1.

Twin Peaks Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Twin Peaks Wealth Advisors held 74,581 shares of Apple worth $18.9M as of Q1 2026.
Twin Peaks Wealth Advisors bought 4,404 Apple shares in Q1 2026, an estimated $1.15M.
Apple made up 4.77% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Twin Peaks Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Apple position peaked at $19.3M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.