Wilmar Advisors’s Apple AAPL Stock Holding History

Wilmar 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	$26.9M	Hold	106,000	–	–	23.26%	2
2025 Q4	$28.8M	Hold	106,000	–	–	22.51%	2
2025 Q3	$27M	Hold	106,000	–	–	22.15%	2
2025 Q2	$21.7M	Sell	106,000 -4,000	-4%	-$808K	20.69%	2
2025 Q1	$24.4M	Sell	110,000 -10,000	-8%	-$2.32M	25.29%	2
2024 Q4	$30.1M	Buy	+120,000	New	+$28.3M	27.8%	2

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

Wilmar Advisors's AAPL Position: Q1 2026 in Review

Wilmar Advisors held its Apple (AAPL) position steady in Q1 2026 at 106,000 shares worth $26.9M. The position accounts for 23.26% of the portfolio, ranked #2.

Wilmar Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.1M in Q4 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Wilmar Advisors held 106,000 shares of Apple worth $26.9M as of Q1 2026.
Wilmar Advisors left its Apple share count unchanged in Q1 2026.
Apple made up 23.26% of Wilmar Advisors's portfolio in Q1 2026, its #2 holding.
Wilmar Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Wilmar Advisors's Apple position peaked at $30.1M in Q4 2024.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wilmar Advisors's 13F filing for Q1 2026, filed 14 May 2026.