WPWealth’s Apple AAPL Stock Holding History

WPWealth’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	$6.82M	Buy	26,876 +105	+0.4%	+$27.3K	1.04%	13
2025 Q4	$7.28M	Buy	26,771 +1,023	+4%	+$275K	1.14%	13
2025 Q3	$6.56M	Sell	25,748 -176	-0.7%	-$39.8K	1.07%	13
2025 Q2	$5.32M	Buy	25,924 +360	+1%	+$72.7K	0.96%	15
2025 Q1	$5.68M	Buy	25,564 +82	+0.3%	+$19K	1.12%	10
2024 Q4	$6.38M	Sell	25,482 -599	-2%	-$141K	1.3%	10
2024 Q3	$6.08M	Buy	26,081 +1,197	+5%	+$267K	1.26%	11
2024 Q2	$5.24M	Buy	24,884 +112	+0.5%	+$20.9K	1.27%	11
2024 Q1	$4.25M	Sell	24,772 -63	-0.3%	-$11.5K	1.1%	13
2023 Q4	$4.78M	Sell	24,835 -806	-3%	-$149K	1.48%	11
2023 Q3	$4.39M	Buy	25,641 +77	+0.3%	+$14.1K	1.68%	11
2023 Q2	$4.96M	Buy	25,564 +176	+0.7%	+$30.7K	2.13%	8
2023 Q1	$4.19M	Buy	25,388 +472	+2%	+$69.6K	1.93%	10
2022 Q4	$3.24M	Buy	+24,916	New	+$3.56M	1.69%	11

Other funds holding AAPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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 $1.47T 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