WQ
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Wealth Quarterback’s Apple AAPL Stock Holding History

Wealth Quarterback’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 		$9.39M Sell
37,000
-1,845
-5% -$480K 3.7% 5
2025
Q4 		$10.6M Buy
38,845
+790
+2% +$212K 3.8% 5
2025
Q3 		$9.69M Sell
38,055
-103
-0.3% -$23.3K 3.75% 5
2025
Q2 		$7.83M Buy
38,158
+499
+1% +$101K 3.71% 5
2025
Q1 		$8.37M Buy
37,659
+318
+0.9% +$73.7K 4.71% 4
2024
Q4 		$9.35M Buy
37,341
+2,943
+9% +$694K 4.39% 5
2024
Q3 		$8.01M Buy
34,398
+1,965
+6% +$439K 4.17% 5
2024
Q2 		$6.83M Buy
32,433
+330
+1% +$61.5K 3.87% 5
2024
Q1 		$5.51M Buy
32,103
+412
+1% +$74.9K 3.08% 8
2023
Q4 		$6.1M Sell
31,691
-471
-1% -$87K 3.73% 8
2023
Q3 		$5.51M Sell
32,162
-977
-3% -$179K 4.76% 5
2023
Q2 		$6.43M Buy
33,139
+7,461
+29% +$1.3M 4.45% 6
2023
Q1 		$4.23M Sell
25,678
-458
-2% -$67.6K 3.59% 10
2022
Q4 		$3.4M Sell
26,136
-487
-2% -$69.6K 2.82% 11
2022
Q3 		$3.68M Buy
26,623
+395
+2% +$62K 3.91% 7
2022
Q2 		$3.59M Buy
+26,228
New +$3.97M 2.8% 14
2021
Q3 		$4.06M Buy
34,941
+4,684
+15% +$690K 2.69% 9
2021
Q2 		$4.14M Buy
+30,257
New +$3.92M 2.52% 9
2020
Q4 		$3.79M Buy
28,593
+20,413
+250% +$2.46M 3.15% 6
2020
Q3 		$2.98M Sell
8,180
-24,540
-75% -$2.68M 2.74% 8
2020
Q2 		$2.98M Buy
32,720
+2,948
+10% +$228K 2.74% 8
2020
Q1 		$1.91M Sell
29,772
-305,740
-91% -$22.5M 1.75% 10
2019
Q4 		$2.12M Buy
+335,512
New +$21.6M 1.84% 8

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 Quarterback's AAPL Position: Q1 2026 in Review

Wealth Quarterback reduced its Apple (AAPL) stake by 4.7% in Q1 2026, selling an estimated $480K and leaving 37,000 shares worth $9.39M. The position accounts for 3.7% of the portfolio, ranked #5.

Wealth Quarterback first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. The position peaked at $10.6M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealth Quarterback held 37,000 shares of Apple worth $9.39M as of Q1 2026.
  • Wealth Quarterback sold 1,845 Apple shares in Q1 2026, an estimated $480K.
  • Apple made up 3.7% of Wealth Quarterback's portfolio in Q1 2026, its #5 holding.
  • Wealth Quarterback first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Apple position peaked at $10.6M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.