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Vivid Wealth Management’s Apple AAPL Stock Holding History

Vivid 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 		$2.96M Sell
11,654
-177
-1% -$46.1K 1.2% 18
2025
Q4 		$3.22M Sell
11,831
-888
-7% -$238K 1.25% 17
2025
Q3 		$3.24M Sell
12,719
-503
-4% -$114K 1.29% 15
2025
Q2 		$2.71M Sell
13,222
-219
-2% -$44.2K 1.19% 34
2025
Q1 		$2.99M Sell
13,441
-469
-3% -$109K 1.49% 14
2024
Q4 		$3.48M Buy
13,910
+77
+0.6% +$18.1K 1.76% 13
2024
Q3 		$3.22M Sell
13,833
-1,224
-8% -$273K 1.68% 13
2024
Q2 		$3.17M Sell
15,057
-6,923
-31% -$1.29M 1.78% 16
2024
Q1 		$3.77M Sell
21,980
-9
-0% -$1.64K 2.36% 17
2023
Q4 		$4.23M Buy
+21,989
New +$4.06M 2.88% 9

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

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

Vivid Wealth Management reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $46.1K and leaving 11,654 shares worth $2.96M. The position accounts for 1.2% of the portfolio, ranked #18.

Vivid Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.23M in Q4 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vivid Wealth Management held 11,654 shares of Apple worth $2.96M as of Q1 2026.
  • Vivid Wealth Management sold 177 Apple shares in Q1 2026, an estimated $46.1K.
  • Apple made up 1.2% of Vivid Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Vivid Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Vivid Wealth Management's Apple position peaked at $4.23M in Q4 2023.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.