Vermillion & White Wealth Management Group’s Apple AAPL Stock Holding History

Vermillion & White Wealth Management Group’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	$1.71M	Buy	6,757 +195	+3%	+$50.7K	0.99%	14
2025 Q4	$1.72M	Buy	6,562 +211	+3%	+$56.6K	0.93%	14
2025 Q3	$1.62M	Buy	6,351 +496	+8%	+$112K	0.92%	16
2025 Q2	$1.2M	Buy	5,855 +205	+4%	+$41.4K	0.78%	18
2025 Q1	$1.26M	Buy	5,650 +2	+0%	+$463	0.91%	16
2024 Q4	$1.41M	Buy	5,648 +7	+0.1%	+$1.65K	1.04%	23
2024 Q3	$1.31M	Sell	5,641 -186	-3%	-$41.5K	0.97%	22
2024 Q2	$1.23M	Buy	5,827 +3	+0.1%	+$559	0.92%	23
2024 Q1	$999K	Sell	5,824 -18	-0.3%	-$3.27K	0.8%	25
2023 Q4	$1.12M	Buy	+5,842	New	+$1.08M	1.09%	21

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

Vermillion & White Wealth Management Group's AAPL Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its Apple (AAPL) stake by 3% in Q1 2026, buying an estimated $50.7K and bringing the position to 6,757 shares worth $1.71M. The position accounts for 0.99% of the portfolio, ranked #14.

Vermillion & White Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Vermillion & White Wealth Management Group held 6,757 shares of Apple worth $1.71M as of Q1 2026.
Vermillion & White Wealth Management Group bought 195 Apple shares in Q1 2026, an estimated $50.7K.
Apple made up 0.99% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #14 holding.
Vermillion & White Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's Apple position peaked at $1.72M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.