Wealth Forward LLC’s Apple AAPL Stock Holding History

Wealth Forward LLC’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	$3.37M	Sell	13,268 -114	-0.9%	-$29.7K	1.9%	15
2025 Q4	$3.64M	Buy	13,382 +252	+2%	+$67.7K	2.06%	15
2025 Q3	$3.34M	Buy	13,130 +264	+2%	+$59.6K	1.94%	15
2025 Q2	$2.64M	Buy	12,866 +491	+4%	+$99.2K	1.77%	11
2025 Q1	$2.75M	Buy	12,375 +11	+0.1%	+$2.55K	1.96%	11
2024 Q4	$3.1M	Sell	12,364 -219	-2%	-$51.6K	2.18%	11
2024 Q3	$2.93M	Buy	12,583 +901	+8%	+$201K	2.06%	11
2024 Q2	$2.46M	Sell	11,682 -55	-0.5%	-$10.3K	1.92%	11
2024 Q1	$2.01M	Sell	11,737 -112	-0.9%	-$20.4K	1.58%	11
2023 Q4	$2.28M	Buy	+11,849	New	+$2.19M	1.93%	11

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

Wealth Forward LLC's AAPL Position: Q1 2026 in Review

Wealth Forward LLC reduced its Apple (AAPL) stake by 0.85% in Q1 2026, selling an estimated $29.7K and leaving 13,268 shares worth $3.37M. The position accounts for 1.9% of the portfolio, ranked #15.

Wealth Forward LLC first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.64M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Wealth Forward LLC held 13,268 shares of Apple worth $3.37M as of Q1 2026.
Wealth Forward LLC sold 114 Apple shares in Q1 2026, an estimated $29.7K.
Apple made up 1.9% of Wealth Forward LLC's portfolio in Q1 2026, its #15 holding.
Wealth Forward LLC first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Wealth Forward LLC's Apple position peaked at $3.64M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.