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Winnow Wealth’s Apple AAPL Stock Holding History

Winnow Wealth’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 		– Sell
-587
Closed -$160K – 127
2025
Q4 		$160K Buy
587
+27
+5% +$7.25K 0.12% 114
2025
Q3 		$143K Sell
560
-1,044
-65% -$236K 0.11% 110
2025
Q2 		$329K Buy
1,604
+1,000
+166% +$202K 0.25% 44
2025
Q1 		$134K Buy
604
+159
+36% +$36.8K 0.12% 104
2024
Q4 		$111K Buy
+445
New +$105K 0.11% 110

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

Winnow Wealth's AAPL Position: Q1 2026 in Review

Winnow Wealth sold out of Apple (AAPL) in Q1 2026, closing a stake of 587 shares — an estimated $160K sold.

Winnow Wealth first reported a position in AAPL in Q4 2024 and held it in 5 quarters. The position peaked at $329K in Q2 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Winnow Wealth reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 587 Apple shares in Q1 2026, an estimated $160K.
  • Winnow Wealth first reported a position in Apple in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Apple position peaked at $329K in Q2 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.