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Wealth Management Strategies’s Apple AAPL Stock Holding History

Wealth Management Strategies’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 		$4.53M Buy
17,836
+16
+0.1% +$4.16K 2.05% 13
2025
Q4 		$4.84M Sell
17,820
-281
-2% -$75.4K 2.23% 12
2025
Q3 		$4.61M Buy
+18,101
New +$4.09M 2.28% 12
2025
Q1 		$4.29M Buy
19,301
+4
+0% +$927 2.87% 13
2024
Q4 		$48.3K Buy
+19,297
New +$4.55M 3.7% 12

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 Strategies's AAPL Position: Q1 2026 in Review

Wealth Management Strategies increased its Apple (AAPL) stake by 0.09% in Q1 2026, buying an estimated $4.16K and bringing the position to 17,836 shares worth $4.53M. The position accounts for 2.05% of the portfolio, ranked #13.

Wealth Management Strategies first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.84M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Management Strategies held 17,836 shares of Apple worth $4.53M as of Q1 2026.
  • Wealth Management Strategies bought 16 Apple shares in Q1 2026, an estimated $4.16K.
  • Apple made up 2.05% of Wealth Management Strategies's portfolio in Q1 2026, its #13 holding.
  • Wealth Management Strategies first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
  • Wealth Management Strategies's Apple position peaked at $4.84M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.