Wetzel Investment Advisors’s Apple AAPL Stock Holding History

Wetzel Investment Advisors’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	$3.56M	Sell	14,044 -621	-4%	-$162K	1.42%	19
2025 Q4	$3.99M	Buy	14,665 +255	+2%	+$68.5K	1.61%	15
2025 Q3	$3.67M	Buy	14,410 +2	+0%	+$452	1.57%	16
2025 Q2	$2.96M	Sell	14,408 -91	-0.6%	-$18.4K	1.35%	17
2025 Q1	$3.22M	Sell	14,499 -96	-0.7%	-$22.2K	1.62%	21
2024 Q4	$3.65M	Hold	14,595	–	–	1.82%	19
2024 Q3	$3.4M	Buy	14,595 +700	+5%	+$156K	1.71%	18
2024 Q2	$2.38M	Sell	13,895 -210	-1%	-$39.2K	1.36%	18
2024 Q1	$2.36M	Sell	14,105 -394	-3%	-$71.6K	1.39%	18
2023 Q4	$2.79M	Buy	+14,499	New	+$2.68M	1.71%	15

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

Wetzel Investment Advisors's AAPL Position: Q1 2026 in Review

Wetzel Investment Advisors reduced its Apple (AAPL) stake by 4.2% in Q1 2026, selling an estimated $162K and leaving 14,044 shares worth $3.56M. The position accounts for 1.42% of the portfolio, ranked #19.

Wetzel Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.99M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Wetzel Investment Advisors held 14,044 shares of Apple worth $3.56M as of Q1 2026.
Wetzel Investment Advisors sold 621 Apple shares in Q1 2026, an estimated $162K.
Apple made up 1.42% of Wetzel Investment Advisors's portfolio in Q1 2026, its #19 holding.
Wetzel Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Wetzel Investment Advisors's Apple position peaked at $3.99M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.