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Widmann Financial Services’s Apple AAPL Stock Holding History

Widmann Financial Services’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 		$6.97M Sell
27,482
-165
-0.6% -$42.9K 4.15% 4
2025
Q4 		$7.52M Sell
27,647
-1,160
-4% -$311K 4.6% 3
2025
Q3 		$7.34M Buy
28,807
+371
+1% +$83.8K 4.61% 4
2025
Q2 		$5.83M Buy
28,436
+1,306
+5% +$264K 4.07% 5
2025
Q1 		$6.03M Sell
27,130
-643
-2% -$149K 4.68% 2
2024
Q4 		$6.95M Sell
27,773
-791
-3% -$186K 5.38% 2
2024
Q3 		$6.66M Sell
28,564
-368
-1% -$82.2K 5.04% 3
2024
Q2 		$6.09M Sell
28,932
-181
-0.6% -$33.8K 4.96% 3
2024
Q1 		$4.99M Buy
29,113
+353
+1% +$64.2K 4.19% 5
2023
Q4 		$5.54M Sell
28,760
-2,850
-9% -$526K 4.99% 3
2023
Q3 		$5.41M Sell
31,610
-424
-1% -$77.8K 5.39% 2
2023
Q2 		$6.21M Sell
32,034
-548
-2% -$95.5K 5.94% 2
2023
Q1 		$5.37M Buy
32,582
+271
+0.8% +$40K 5.42% 2
2022
Q4 		$4.2M Buy
32,311
+2
+0% +$286 4.4% 3
2022
Q3 		$4.47M Sell
32,309
-29
-0.1% -$4.55K 4.95% 2
2022
Q2 		$4.42M Sell
32,338
-38
-0.1% -$5.75K 4.57% 2
2022
Q1 		$5.65M Sell
32,376
-1,042
-3% -$175K 5.01% 3
2021
Q4 		$5.93M Buy
+33,418
New +$5.28M 4.89% 2

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

Widmann Financial Services's AAPL Position: Q1 2026 in Review

Widmann Financial Services reduced its Apple (AAPL) stake by 0.6% in Q1 2026, selling an estimated $42.9K and leaving 27,482 shares worth $6.97M. The position accounts for 4.15% of the portfolio, ranked #4.

Widmann Financial Services first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.52M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Widmann Financial Services held 27,482 shares of Apple worth $6.97M as of Q1 2026.
  • Widmann Financial Services sold 165 Apple shares in Q1 2026, an estimated $42.9K.
  • Apple made up 4.15% of Widmann Financial Services's portfolio in Q1 2026, its #4 holding.
  • Widmann Financial Services first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Apple position peaked at $7.52M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.