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1900 Wealth Management’s Apple AAPL Stock Holding History

1900 Wealth Management’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 		$9.29M Sell
36,594
-590
-2% -$154K 0.6% 22
2025
Q4 		$10.1M Buy
37,184
+6,514
+21% +$1.75M 0.65% 20
2025
Q3 		$7.81M Sell
30,670
-1,263
-4% -$285K 0.53% 28
2025
Q2 		$6.55M Sell
31,933
-3,956
-11% -$799K 0.5% 31
2025
Q1 		$7.97M Buy
35,889
+4,739
+15% +$1.1M 0.66% 21
2024
Q4 		$7.8M Buy
31,150
+1,927
+7% +$454K 0.65% 25
2024
Q3 		$6.81M Buy
29,223
+1
+0% +$223 0.58% 32
2024
Q2 		$6.15M Sell
29,222
-672
-2% -$125K 0.58% 33
2024
Q1 		$5.13M Sell
29,894
-8,436
-22% -$1.53M 0.47% 43
2023
Q4 		$7.38M Sell
38,330
-3,128
-8% -$578K 0.68% 29
2023
Q3 		$7.1M Buy
41,458
+8,294
+25% +$1.52M 0.71% 32
2023
Q2 		$6.43M Sell
33,164
-3,716
-10% -$648K 0.66% 43
2023
Q1 		$4.92M Buy
36,880
+1,425
+4% +$210K 0.53% 49
2022
Q4 		$4.61M Buy
35,455
+239
+0.7% +$34.2K 0.5% 51
2022
Q3 		$4.87M Buy
35,216
+435
+1% +$68.3K 0.57% 44
2022
Q2 		$4.75M Buy
34,781
+152
+0.4% +$23K 0.52% 47
2022
Q1 		$6.05M Buy
34,629
+3,783
+12% +$636K 0.58% 44
2021
Q4 		$5.48M Buy
30,846
+6,989
+29% +$1.1M 0.5% 50
2021
Q3 		$3.38M Buy
23,857
+136
+0.6% +$20K 0.33% 61
2021
Q2 		$3.25M Sell
23,721
-4,120
-15% -$534K 0.31% 61
2021
Q1 		$3.4K Buy
27,841
+9,295
+50% +$1.19M 0.26% 51
2020
Q4 		$2.46M Buy
+18,546
New +$2.23M 0.29% 55

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

1900 Wealth Management's AAPL Position: Q1 2026 in Review

1900 Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $154K and leaving 36,594 shares worth $9.29M. The position accounts for 0.6% of the portfolio, ranked #22.

1900 Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • 1900 Wealth Management held 36,594 shares of Apple worth $9.29M as of Q1 2026.
  • 1900 Wealth Management sold 590 Apple shares in Q1 2026, an estimated $154K.
  • Apple made up 0.6% of 1900 Wealth Management's portfolio in Q1 2026, its #22 holding.
  • 1900 Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Apple position peaked at $10.1M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.