WPA
AAPL icon

Wealth Preservation Advisors’s Apple AAPL Stock Holding History

Wealth Preservation Advisors’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 		$7.33M Sell
28,879
-5,892
-17% -$1.53M 6.09% 5
2025
Q4 		$9.45M Sell
34,771
-2,038
-6% -$547K 4.76% 7
2025
Q3 		$9.37M Buy
36,809
+259
+0.7% +$58.5K 5.45% 6
2025
Q2 		$7.5M Sell
36,550
-105
-0.3% -$21.2K 4.62% 7
2025
Q1 		$8.14M Buy
+36,655
New +$8.49M 5.82% 7

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 Preservation Advisors's AAPL Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Apple (AAPL) stake by 17% in Q1 2026, selling an estimated $1.53M and leaving 28,879 shares worth $7.33M. The position accounts for 6.09% of the portfolio, ranked #5.

Wealth Preservation Advisors first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.45M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Preservation Advisors held 28,879 shares of Apple worth $7.33M as of Q1 2026.
  • Wealth Preservation Advisors sold 5,892 Apple shares in Q1 2026, an estimated $1.53M.
  • Apple made up 6.09% of Wealth Preservation Advisors's portfolio in Q1 2026, its #5 holding.
  • Wealth Preservation Advisors first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Apple position peaked at $9.45M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.