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Wayfinding Financial’s Apple AAPL Stock Holding History

Wayfinding Financial’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 		$9.5M Buy
37,440
+700
+2% +$182K 4.13% 6
2025
Q4 		$9.99M Buy
36,740
+345
+0.9% +$92.6K 4.23% 5
2025
Q3 		$9.27M Buy
36,395
+54
+0.1% +$12.2K 3.99% 5
2025
Q2 		$7.39M Sell
36,341
-1,358
-4% -$274K 3.3% 7
2025
Q1 		$8.37M Sell
37,699
-616
-2% -$143K 3.67% 4
2024
Q4 		$9.6M Sell
38,315
-542
-1% -$128K 5.13% 5
2024
Q3 		$9.05M Sell
38,857
-394
-1% -$88K 6.73% 5
2024
Q2 		$8.27M Sell
39,251
-719
-2% -$134K 4.65% 5
2024
Q1 		$7.3M Buy
39,970
+220
+0.6% +$40K 4.27% 5
2023
Q4 		$7.65M Buy
39,750
+114
+0.3% +$21K 5.21% 4
2023
Q3 		$6.89M Sell
39,636
-312
-0.8% -$57.2K 5.21% 5
2023
Q2 		$7.82M Sell
39,948
-285
-0.7% -$49.7K 5.43% 5
2023
Q1 		$6.63M Sell
40,233
-2,136
-5% -$315K 5.04% 6
2022
Q4 		$6.75M Buy
42,369
+353
+0.8% +$50.4K 5.41% 4
2022
Q3 		$5.81M Buy
42,016
+251
+0.6% +$39.4K 5.42% 5
2022
Q2 		$5.71M Sell
41,765
-506
-1% -$76.6K 5.02% 6
2022
Q1 		$6.65M Sell
42,271
-98
-0.2% -$16.5K 5.56% 5
2021
Q4 		$6.75M Buy
+42,369
New +$6.7M 5.41% 4

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

Wayfinding Financial's AAPL Position: Q1 2026 in Review

Wayfinding Financial increased its Apple (AAPL) stake by 1.9% in Q1 2026, buying an estimated $182K and bringing the position to 37,440 shares worth $9.5M. The position accounts for 4.13% of the portfolio, ranked #6.

Wayfinding Financial first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.99M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wayfinding Financial held 37,440 shares of Apple worth $9.5M as of Q1 2026.
  • Wayfinding Financial bought 700 Apple shares in Q1 2026, an estimated $182K.
  • Apple made up 4.13% of Wayfinding Financial's portfolio in Q1 2026, its #6 holding.
  • Wayfinding Financial first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's Apple position peaked at $9.99M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.