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Wise Wealth Partners’s Apple AAPL Stock Holding History

Wise Wealth Partners’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 		$406K Sell
1,598
-144
-8% -$37.5K 0.55% 40
2025
Q4 		$474K Buy
1,742
+144
+9% +$38.7K 0.68% 35
2025
Q3 		$407K Hold
1,598
– – 0.62% 40
2025
Q2 		$328K Buy
1,598
+1
+0.1% +$202 0.55% 43
2025
Q1 		$355K Buy
1,597
+2
+0.1% +$463 0.85% 30
2024
Q4 		$400K Buy
+1,595
New +$376K 0.99% 23

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

Wise Wealth Partners's AAPL Position: Q1 2026 in Review

Wise Wealth Partners reduced its Apple (AAPL) stake by 8.3% in Q1 2026, selling an estimated $37.5K and leaving 1,598 shares worth $406K. The position accounts for 0.55% of the portfolio, ranked #40.

Wise Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $474K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wise Wealth Partners held 1,598 shares of Apple worth $406K as of Q1 2026.
  • Wise Wealth Partners sold 144 Apple shares in Q1 2026, an estimated $37.5K.
  • Apple made up 0.55% of Wise Wealth Partners's portfolio in Q1 2026, its #40 holding.
  • Wise Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Wise Wealth Partners's Apple position peaked at $474K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.