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Willow Financial’s Apple AAPL Stock Holding History

Willow Financial’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 		$489K Buy
1,926
+13
+0.7% +$3.38K 0.5% 23
2025
Q4 		$520K Buy
+1,913
New +$514K 0.53% 25

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

Willow Financial's AAPL Position: Q1 2026 in Review

Willow Financial increased its Apple (AAPL) stake by 0.68% in Q1 2026, buying an estimated $3.38K and bringing the position to 1,926 shares worth $489K. The position accounts for 0.5% of the portfolio, ranked #23.

Willow Financial first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $520K in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Willow Financial held 1,926 shares of Apple worth $489K as of Q1 2026.
  • Willow Financial bought 13 Apple shares in Q1 2026, an estimated $3.38K.
  • Apple made up 0.5% of Willow Financial's portfolio in Q1 2026, its #23 holding.
  • Willow Financial first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's Apple position peaked at $520K in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.