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Wernau Asset Management’s Apple AAPL Stock Holding History

Wernau 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 		$15M Sell
59,200
-15,500
-21% -$4.03M 10.48% 3
2025
Q4 		$20.3M Buy
74,700
+32,700
+78% +$8.78M 10.99% 3
2025
Q3 		$10.7M Sell
42,000
-36,600
-47% -$8.27M 7.27% 4
2025
Q2 		$16.1M Buy
78,600
+29,300
+59% +$5.92M 11.21% 3
2025
Q1 		$11M Buy
49,300
+4,500
+10% +$1.04M 8.56% 3
2024
Q4 		$11.2M Buy
+44,800
New +$10.6M 8.36% 3

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

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

Wernau Asset Management increased its Apple (AAPL) stake by 0.01% in Q1 2026, buying an estimated $2.86K and bringing the position to 93,626 shares worth $23.8M. The position accounts for 16.57% of the portfolio, ranked #2.

Wernau Asset Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wernau Asset Management held 93,626 shares of Apple worth $23.8M as of Q1 2026.
  • Wernau Asset Management bought 11 Apple shares in Q1 2026, an estimated $2.86K.
  • Apple made up 16.57% of Wernau Asset Management's portfolio in Q1 2026, its #2 holding.
  • Wernau Asset Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Wernau Asset Management's Apple position peaked at $26.4M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.