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Wealthspan Partners’s Apple AAPL Stock Holding History

Wealthspan Partners’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 		$4.93M Buy
19,406
+45
+0.2% +$11.7K 1.74% 16
2025
Q4 		$5.26M Sell
19,361
-172
-0.9% -$46.2K 1.91% 14
2025
Q3 		$4.97M Sell
19,533
-291
-1% -$65.7K 1.9% 15
2025
Q2 		$4.07M Sell
19,824
-269
-1% -$54.3K 1.68% 15
2025
Q1 		$4.46M Sell
20,093
-406
-2% -$94.1K 2.06% 12
2024
Q4 		$5.13M Sell
20,499
-220
-1% -$51.8K 2.45% 10
2024
Q3 		$4.83M Sell
20,719
-43
-0.2% -$9.6K 2.38% 10
2024
Q2 		$4.37M Sell
20,762
-130
-0.6% -$24.2K 2.41% 10
2024
Q1 		$3.58M Sell
20,892
-2,931
-12% -$533K 2.11% 13
2023
Q4 		$4.59M Sell
23,823
-49
-0.2% -$9.05K 3.21% 7
2023
Q3 		$4.09M Buy
23,872
+432
+2% +$79.2K 3.23% 6
2023
Q2 		$4.55M Buy
23,440
+3,878
+20% +$676K 3.59% 5
2023
Q1 		$3.23M Sell
19,562
-102
-0.5% -$15.1K 2.76% 11
2022
Q4 		$2.55M Sell
19,664
-11
-0.1% -$1.57K 2.33% 12
2022
Q3 		$2.72M Buy
19,675
+15
+0.1% +$2.35K 2.81% 10
2022
Q2 		$2.69M Sell
19,660
-112
-0.6% -$17K 2.78% 11
2022
Q1 		$3.45M Buy
19,772
+58
+0.3% +$9.75K 3.13% 10
2021
Q4 		$3.5M Buy
+19,714
New +$3.12M 3.09% 10

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

Wealthspan Partners's AAPL Position: Q1 2026 in Review

Wealthspan Partners increased its Apple (AAPL) stake by 0.23% in Q1 2026, buying an estimated $11.7K and bringing the position to 19,406 shares worth $4.93M. The position accounts for 1.74% of the portfolio, ranked #16.

Wealthspan Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.26M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealthspan Partners held 19,406 shares of Apple worth $4.93M as of Q1 2026.
  • Wealthspan Partners bought 45 Apple shares in Q1 2026, an estimated $11.7K.
  • Apple made up 1.74% of Wealthspan Partners's portfolio in Q1 2026, its #16 holding.
  • Wealthspan Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's Apple position peaked at $5.26M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.