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Vericrest Private Wealth’s Apple AAPL Stock Holding History

Vericrest Private Wealth’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 		$6.16M Sell
24,270
-210
-0.9% -$54.7K 5.52% 4
2025
Q4 		$6.66M Buy
+24,480
New +$6.57M 5.91% 4
2022
Q2 		$3.97M Buy
29,058
+364
+1% +$55.1K 4.87% 4
2022
Q1 		$5.01M Sell
28,694
-476
-2% -$80K 5.21% 4
2021
Q4 		$5.18M Buy
+29,170
New +$4.61M 4.8% 4

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

Vericrest Private Wealth's AAPL Position: Q1 2026 in Review

Vericrest Private Wealth reduced its Apple (AAPL) stake by 0.86% in Q1 2026, selling an estimated $54.7K and leaving 24,270 shares worth $6.16M. The position accounts for 5.52% of the portfolio, ranked #4.

Vericrest Private Wealth first reported a position in AAPL in Q4 2021 and has held it in 5 quarters since. The position peaked at $6.66M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vericrest Private Wealth held 24,270 shares of Apple worth $6.16M as of Q1 2026.
  • Vericrest Private Wealth sold 210 Apple shares in Q1 2026, an estimated $54.7K.
  • Apple made up 5.52% of Vericrest Private Wealth's portfolio in Q1 2026, its #4 holding.
  • Vericrest Private Wealth first reported a position in Apple in Q4 2021 and has held it in 5 quarters since.
  • Vericrest Private Wealth's Apple position peaked at $6.66M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.