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Waterford Advisors’s Apple AAPL Stock Holding History

Waterford 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 		$2.07M Sell
8,385
-90
-1% -$23.4K 0.66% 21
2025
Q4 		$2.3M Buy
8,475
+132
+2% +$35.4K 0.9% 15
2025
Q3 		$2.12M Sell
8,343
-268,148
-97% -$60.6M 0.73% 19
2025
Q2 		$1.71M Buy
276,491
+268,175
+3,225% +$54.2M 0.63% 23
2025
Q1 		$1.85M Sell
8,316
-51
-0.6% -$11.8K 0.77% 20
2024
Q4 		$2.1M Sell
8,367
-3
-0% -$707 1.07% 14
2024
Q3 		$1.95M Sell
8,370
-1
-0% -$223 0.99% 17
2024
Q2 		$1.76M Buy
8,371
+22
+0.3% +$4.1K 0.74% 20
2024
Q1 		$1.43M Sell
8,349
-96
-1% -$17.5K 0.61% 23
2023
Q4 		$1.63M Hold
8,445
– – 0.76% 21
2023
Q3 		$1.45M Buy
8,445
+100
+1% +$18.3K 0.81% 19
2023
Q2 		$1.62M Sell
8,345
-50
-0.6% -$8.71K 0.78% 23
2023
Q1 		$1.38M Sell
8,395
-266
-3% -$39.2K 0.75% 23
2022
Q4 		$1.13M Buy
+8,661
New +$1.24M 0.66% 23

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

Waterford Advisors's AAPL Position: Q1 2026 in Review

Waterford Advisors reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $23.4K and leaving 8,385 shares worth $2.07M. The position accounts for 0.66% of the portfolio, ranked #21.

Waterford Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Waterford Advisors held 8,385 shares of Apple worth $2.07M as of Q1 2026.
  • Waterford Advisors sold 90 Apple shares in Q1 2026, an estimated $23.4K.
  • Apple made up 0.66% of Waterford Advisors's portfolio in Q1 2026, its #21 holding.
  • Waterford Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Waterford Advisors's Apple position peaked at $2.3M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.