Wallace Hart’s Apple AAPL Stock Holding History

Wallace Hart’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	$1.12M	Sell	4,422 -3,288	-43%	-$856K	1.55%	7
2025 Q4	$2.1M	Buy	7,710 +4,594	+147%	+$1.23M	1.54%	4
2025 Q3	$793K	Buy	3,116 +2,101	+207%	+$475K	0.58%	25
2025 Q2	$208K	Sell	1,015 -7,812	-89%	-$1.58M	0.17%	35
2025 Q1	$1.96M	Buy	8,827 +6,136	+228%	+$1.42M	4.93%	4
2024 Q4	$674K	Buy	2,691 +525	+24%	+$124K	0.54%	9
2024 Q3	$505K	Buy	2,166 +1,094	+102%	+$244K	0.38%	10
2024 Q2	$226K	Buy	+1,072	New	+$200K	0.18%	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

Wallace Hart's AAPL Position: Q1 2026 in Review

Wallace Hart reduced its Apple (AAPL) stake by 43% in Q1 2026, selling an estimated $856K and leaving 4,422 shares worth $1.12M. The position accounts for 1.55% of the portfolio, ranked #7.

Wallace Hart first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Wallace Hart held 4,422 shares of Apple worth $1.12M as of Q1 2026.
Wallace Hart sold 3,288 Apple shares in Q1 2026, an estimated $856K.
Apple made up 1.55% of Wallace Hart's portfolio in Q1 2026, its #7 holding.
Wallace Hart first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
Wallace Hart's Apple position peaked at $2.1M in Q4 2025.
6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wallace Hart's 13F filing for Q1 2026, filed 8 May 2026.