WealthTrak Capital Management’s Apple AAPL Stock Holding History

WealthTrak Capital Management’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	$1M	Sell	3,954 -2	-0.1%	-$521	0.72%	40
2025 Q4	$1.08M	Buy	3,956 +404	+11%	+$108K	0.77%	38
2025 Q3	$904K	Buy	3,552 +271	+8%	+$61.2K	0.74%	41
2025 Q2	$673K	Sell	3,281 -9	-0.3%	-$1.82K	0.56%	40
2025 Q1	$731K	Sell	3,290 -734	-18%	-$170K	0.63%	34
2024 Q4	$1.01M	Buy	+4,024	New	+$948K	0.85%	32

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthTrak Capital Management's AAPL Position: Q1 2026 in Review

WealthTrak Capital Management reduced its Apple (AAPL) stake by 0.05% in Q1 2026, selling an estimated $521 and leaving 3,954 shares worth $1M. The position accounts for 0.72% of the portfolio, ranked #40.

WealthTrak Capital Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

WealthTrak Capital Management held 3,954 shares of Apple worth $1M as of Q1 2026.
WealthTrak Capital Management sold 2 Apple shares in Q1 2026, an estimated $521.
Apple made up 0.72% of WealthTrak Capital Management's portfolio in Q1 2026, its #40 holding.
WealthTrak Capital Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's Apple position peaked at $1.08M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.