WE
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Wealth Effects’s Apple AAPL Stock Holding History

Wealth Effects’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 		$20.4M Sell
80,557
-1,317
-2% -$343K 7.25% 2
2025
Q4 		$22.3M Buy
81,874
+325
+0.4% +$87.2K 6.96% 3
2025
Q3 		$20.8M Sell
81,549
-2,217
-3% -$501K 6.68% 3
2025
Q2 		$17.2M Sell
83,766
-2,252
-3% -$455K 6.43% 3
2025
Q1 		$19.1M Sell
86,018
-1,837
-2% -$426K 8.03% 2
2024
Q4 		$22M Sell
87,855
-2,757
-3% -$650K 7.82% 3
2024
Q3 		$21.1M Sell
90,612
-1,339
-1% -$299K 7.4% 3
2024
Q2 		$19.4M Buy
91,951
+2,681
+3% +$500K 7.02% 3
2024
Q1 		$15.3M Sell
89,270
-6,568
-7% -$1.19M 5.65% 3
2023
Q4 		$18.5M Buy
95,838
+5,779
+6% +$1.07M 6.94% 2
2023
Q3 		$15.4M Sell
90,059
-2,677
-3% -$491K 7.61% 2
2023
Q2 		$18M Sell
92,736
-1,399
-1% -$244K 7.92% 2
2023
Q1 		$15.5M Sell
94,135
-1,568
-2% -$231K 7.95% 2
2022
Q4 		$12.4M Sell
95,703
-18,344
-16% -$2.62M 7.1% 2
2022
Q3 		$15.8M Sell
114,047
-164
-0.1% -$25.7K 9.64% 1
2022
Q2 		$15.6M Buy
114,211
+6,368
+6% +$964K 9.4% 1
2022
Q1 		$18.8M Sell
107,843
-1,088
-1% -$183K 8.79% 1
2021
Q4 		$19.3M Buy
+108,931
New +$17.2M 8.03% 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 Effects's AAPL Position: Q1 2026 in Review

Wealth Effects reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $343K and leaving 80,557 shares worth $20.4M. The position accounts for 7.25% of the portfolio, ranked #2.

Wealth Effects first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Effects held 80,557 shares of Apple worth $20.4M as of Q1 2026.
  • Wealth Effects sold 1,317 Apple shares in Q1 2026, an estimated $343K.
  • Apple made up 7.25% of Wealth Effects's portfolio in Q1 2026, its #2 holding.
  • Wealth Effects first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Apple position peaked at $22.3M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.