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Vestia Personal Wealth Advisors’s Apple AAPL Stock Holding History

Vestia Personal 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 		$2.6M Buy
10,262
+162
+2% +$42.2K 1.22% 19
2025
Q4 		$2.5M Buy
10,100
+146
+1% +$39.2K 1.27% 19
2025
Q3 		$2.53M Buy
9,954
+670
+7% +$151K 1.47% 16
2025
Q2 		$1.9M Buy
9,284
+54
+0.6% +$10.9K 1.3% 15
2025
Q1 		$2.05M Buy
9,230
+258
+3% +$59.8K 1.62% 14
2024
Q4 		$2.25M Buy
8,972
+381
+4% +$89.8K 1.85% 12
2024
Q3 		$2M Buy
8,591
+347
+4% +$77.5K 1.89% 12
2024
Q2 		$1.74M Buy
+8,244
New +$1.54M 1.85% 12

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

Vestia Personal Wealth Advisors's AAPL Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $42.2K and bringing the position to 10,262 shares worth $2.6M. The position accounts for 1.22% of the portfolio, ranked #19.

Vestia Personal Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vestia Personal Wealth Advisors held 10,262 shares of Apple worth $2.6M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 162 Apple shares in Q1 2026, an estimated $42.2K.
  • Apple made up 1.22% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Vestia Personal Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.