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Wealth Management Associates’s Apple AAPL Stock Holding History

Wealth Management Associates’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 		$15.3M Buy
60,318
+3,391
+6% +$883K 5.29% 1
2025
Q4 		$15.5M Sell
56,927
-5,770
-9% -$1.55M 5.38% 1
2025
Q3 		$16M Sell
62,697
-1,855
-3% -$419K 5.67% 1
2025
Q2 		$13.2M Sell
64,552
-1,377
-2% -$278K 5.15% 1
2025
Q1 		$14.6M Sell
65,929
-380
-0.6% -$88K 6.28% 1
2024
Q4 		$16.6M Buy
66,309
+794
+1% +$187K 7.1% 1
2024
Q3 		$15.3M Sell
65,515
-10,055
-13% -$2.25M 6.71% 1
2024
Q2 		$15.9M Hold
75,570
– – 7.47% 1
2024
Q1 		$15.9M Sell
75,570
-2,792
-4% -$508K 7.47% 1
2023
Q4 		$15.1M Sell
78,362
-381
-0.5% -$70.3K 7.96% 1
2023
Q3 		$13.5M Buy
78,743
+405
+0.5% +$74.3K 7.87% 1
2023
Q2 		$15.2M Sell
78,338
-1,937
-2% -$338K 8.6% 1
2023
Q1 		$13.2M Sell
80,275
-1,568
-2% -$231K 8.17% 1
2022
Q4 		$10.6M Buy
81,843
+386
+0.5% +$55.2K 7.08% 1
2022
Q3 		$11.3M Buy
81,457
+597
+0.7% +$93.7K 7.93% 1
2022
Q2 		$11.1M Sell
80,860
-375
-0.5% -$56.8K 7.54% 1
2022
Q1 		$14.2M Sell
81,235
-1,714
-2% -$288K 8.05% 1
2021
Q4 		$14.7M Sell
82,949
-7,443
-8% -$1.18M 7.92% 1
2021
Q3 		$12.8M Sell
90,392
-338
-0.4% -$49.8K 7.48% 1
2021
Q2 		$12.4M Buy
90,730
+31
+0% +$4.02K 7.05% 1
2021
Q1 		$11.1M Buy
90,699
+260
+0.3% +$33.4K 7.03% 1
2020
Q4 		$12M Buy
90,439
+897
+1% +$108K 7.88% 1
2020
Q3 		$10.4M Sell
89,542
-9,426
-10% -$1.03M 8.01% 1
2020
Q2 		$9.03M Buy
98,968
+5,544
+6% +$430K 7.61% 1
2020
Q1 		$5.94M Sell
93,424
-2,540
-3% -$187K 6% 2
2019
Q4 		$7.05M Sell
95,964
-744
-0.8% -$47.9K 5.04% 3
2019
Q3 		$5.42M Buy
96,708
+7,016
+8% +$367K 4.36% 3
2019
Q2 		$4.44M Buy
89,692
+3,180
+4% +$155K 4.42% 3
2019
Q1 		$4.11M Sell
86,512
-128
-0.1% -$5.43K 4.48% 3
2018
Q4 		$3.42M Buy
+86,640
New +$4.2M 4.6% 3

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 Management Associates's AAPL Position: Q1 2026 in Review

Wealth Management Associates increased its Apple (AAPL) stake by 6% in Q1 2026, buying an estimated $883K and bringing the position to 60,318 shares worth $15.3M. The position accounts for 5.29% of the portfolio, ranked #1.

Wealth Management Associates first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.6M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Management Associates held 60,318 shares of Apple worth $15.3M as of Q1 2026.
  • Wealth Management Associates bought 3,391 Apple shares in Q1 2026, an estimated $883K.
  • Apple made up 5.29% of Wealth Management Associates's portfolio in Q1 2026, its #1 holding.
  • Wealth Management Associates first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Apple position peaked at $16.6M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.