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Weinberger Asset Management’s Apple AAPL Stock Holding History

Weinberger Asset 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 		$3.18M Sell
12,548
-578
-4% -$150K 1.19% 23
2025
Q4 		$3.57M Buy
13,126
+582
+5% +$156K 1.29% 24
2025
Q3 		$3.19M Buy
12,544
+89
+0.7% +$20.1K 1.16% 25
2025
Q2 		$2.56M Sell
12,455
-238
-2% -$48.1K 0.99% 26
2025
Q1 		$2.82M Buy
12,693
+594
+5% +$138K 1.21% 23
2024
Q4 		$3.03M Sell
12,099
-2
-0% -$471 1.27% 23
2024
Q3 		$2.82M Buy
12,101
+172
+1% +$38.4K 1.2% 22
2024
Q2 		$2.51M Buy
11,929
+2,560
+27% +$477K 1.18% 22
2024
Q1 		$1.61M Sell
9,369
-459
-5% -$83.5K 0.78% 31
2023
Q4 		$1.89M Buy
9,828
+266
+3% +$49.1K 0.97% 25
2023
Q3 		$1.64M Sell
9,562
-1,021
-10% -$187K 0.93% 25
2023
Q2 		$2.05M Buy
10,583
+1,441
+16% +$251K 1.13% 23
2023
Q1 		$1.51M Sell
9,142
-58
-0.6% -$8.56K 0.88% 27
2022
Q4 		$1.2M Buy
9,200
+1,463
+19% +$209K 0.73% 30
2022
Q3 		$1.07M Sell
7,737
-106
-1% -$16.6K 0.74% 29
2022
Q2 		$1.07M Buy
7,843
+636
+9% +$96.3K 0.71% 31
2022
Q1 		$1.26M Sell
7,207
-178
-2% -$29.9K 1.08% 20
2021
Q4 		$1.31M Buy
+7,385
New +$1.17M 1.07% 20

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

Weinberger Asset Management's AAPL Position: Q1 2026 in Review

Weinberger Asset Management reduced its Apple (AAPL) stake by 4.4% in Q1 2026, selling an estimated $150K and leaving 12,548 shares worth $3.18M. The position accounts for 1.19% of the portfolio, ranked #23.

Weinberger Asset Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.57M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Weinberger Asset Management held 12,548 shares of Apple worth $3.18M as of Q1 2026.
  • Weinberger Asset Management sold 578 Apple shares in Q1 2026, an estimated $150K.
  • Apple made up 1.19% of Weinberger Asset Management's portfolio in Q1 2026, its #23 holding.
  • Weinberger Asset Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Weinberger Asset Management's Apple position peaked at $3.57M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.