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Wealth Alliance’s Apple AAPL Stock Holding History

Wealth Alliance’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 		$85.9M Sell
338,664
-3,356
-1% -$873K 8.49% 1
2025
Q4 		$93M Sell
342,020
-2,274
-0.7% -$610K 9.1% 1
2025
Q3 		$87.7M Sell
344,294
-2,027
-0.6% -$458K 9.02% 1
2025
Q2 		$71.1M Sell
346,321
-4,502
-1% -$909K 7.94% 1
2025
Q1 		$77.9M Sell
350,823
-11,090
-3% -$2.57M 9.43% 1
2024
Q4 		$90.6M Buy
361,913
+1,695
+0.5% +$399K 10.84% 1
2024
Q3 		$83.9M Sell
360,218
-4,294
-1% -$959K 10.02% 1
2024
Q2 		$76.8M Sell
364,512
-15,488
-4% -$2.89M 9.91% 1
2024
Q1 		$65.2M Sell
380,000
-6,713
-2% -$1.22M 8.55% 1
2023
Q4 		$74.5M Sell
386,713
-7,276
-2% -$1.34M 10.44% 1
2023
Q3 		$67.5M Sell
393,989
-9,054
-2% -$1.66M 10.64% 1
2023
Q2 		$78.2M Buy
403,043
+9,537
+2% +$1.66M 11.69% 1
2023
Q1 		$64.9M Buy
393,506
+3,923
+1% +$579K 10.51% 1
2022
Q4 		$50.6M Sell
389,583
-9,868
-2% -$1.41M 8.99% 1
2022
Q3 		$55.2M Sell
399,451
-659
-0.2% -$103K 10.89% 1
2022
Q2 		$54.7M Buy
400,110
+217,370
+119% +$32.9M 10.5% 1
2022
Q1 		$31.9M Sell
182,740
-3,791
-2% -$638K 6.52% 2
2021
Q4 		$33.1M Sell
186,531
-204
-0.1% -$32.2K 6.66% 1
2021
Q3 		$26.4M Buy
186,735
+2,047
+1% +$301K 5.93% 1
2021
Q2 		$25.3M Sell
184,688
-2,321
-1% -$301K 5.96% 1
2021
Q1 		$22.8M Buy
187,009
+1,197
+0.6% +$154K 6.4% 1
2020
Q4 		$24.7M Buy
185,812
+3,357
+2% +$404K 7.26% 1
2020
Q3 		$21.1M Buy
182,455
+11,791
+7% +$1.29M 7.6% 1
2020
Q2 		$15.6M Buy
170,664
+4,396
+3% +$341K 6.15% 1
2020
Q1 		$10.6M Buy
166,268
+6,528
+4% +$480K 5.7% 2
2019
Q4 		$11.7M Buy
+159,740
New +$10.3M 8.34% 1

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

Wealth Alliance's AAPL Position: Q1 2026 in Review

Wealth Alliance reduced its Apple (AAPL) stake by 0.98% in Q1 2026, selling an estimated $873K and leaving 338,664 shares worth $85.9M. The position accounts for 8.49% of the portfolio, ranked #1.

Wealth Alliance first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $93M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Alliance held 338,664 shares of Apple worth $85.9M as of Q1 2026.
  • Wealth Alliance sold 3,356 Apple shares in Q1 2026, an estimated $873K.
  • Apple made up 8.49% of Wealth Alliance's portfolio in Q1 2026, its #1 holding.
  • Wealth Alliance first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's Apple position peaked at $93M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.