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Veridan Wealth’s Apple AAPL Stock Holding History

Veridan 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 		$1.89M Buy
7,435
+784
+12% +$204K 0.7% 37
2025
Q4 		$1.81M Sell
6,651
-123
-2% -$33K 0.61% 36
2025
Q3 		$1.72M Buy
+6,774
New +$1.53M 0.59% 38
2025
Q1 		$1.63M Buy
7,342
+1,034
+16% +$240K 0.74% 34
2024
Q4 		$1.44M Buy
+6,308
New +$1.49M 0.67% 37
2024
Q2 		$1.41M Buy
+6,873
New +$1.28M 0.57% 39

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

Veridan Wealth's AAPL Position: Q1 2026 in Review

Veridan Wealth increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $204K and bringing the position to 7,435 shares worth $1.89M. The position accounts for 0.7% of the portfolio, ranked #37.

Veridan Wealth first reported a position in AAPL in Q2 2024 and has held it in 6 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Veridan Wealth held 7,435 shares of Apple worth $1.89M as of Q1 2026.
  • Veridan Wealth bought 784 Apple shares in Q1 2026, an estimated $204K.
  • Apple made up 0.7% of Veridan Wealth's portfolio in Q1 2026, its #37 holding.
  • Veridan Wealth first reported a position in Apple in Q2 2024 and has held it in 6 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.