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VanWeelden Wealth Management’s Apple AAPL Stock Holding History

VanWeelden 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 		$435K Hold
1,713
– – 0.35% 26
2025
Q4 		$466K Sell
1,713
-181
-10% -$48.6K 0.37% 16
2025
Q3 		$482K Buy
+1,894
New +$428K 0.4% 13
2025
Q1 		$299K Buy
1,344
+267
+25% +$61.9K 0.27% 13
2024
Q4 		$270K Buy
+1,077
New +$254K 0.24% 17
2024
Q2 		$521K Buy
+2,539
New +$473K 0.45% 13

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

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

VanWeelden Wealth Management held its Apple (AAPL) position steady in Q1 2026 at 1,713 shares worth $435K. The position accounts for 0.35% of the portfolio, ranked #26.

VanWeelden Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 6 quarters since. The position peaked at $521K in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • VanWeelden Wealth Management held 1,713 shares of Apple worth $435K as of Q1 2026.
  • VanWeelden Wealth Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.35% of VanWeelden Wealth Management's portfolio in Q1 2026, its #26 holding.
  • VanWeelden Wealth Management first reported a position in Apple in Q2 2024 and has held it in 6 quarters since.
  • VanWeelden Wealth Management's Apple position peaked at $521K in Q2 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.