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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
Q2 		$11.9M Buy
41,097
+4,503
+12% +$1.29M 0.66% 21
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 		$3.4M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

1900 Wealth Management's AAPL Position: Q2 2026 in Review

1900 Wealth Management increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $1.29M and bringing the position to 41,097 shares worth $11.9M. The position accounts for 0.66% of the portfolio, ranked #21.

1900 Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • 1900 Wealth Management held 41,097 shares of Apple worth $11.9M as of Q2 2026.
  • 1900 Wealth Management bought 4,503 Apple shares in Q2 2026, an estimated $1.29M.
  • Apple made up 0.66% of 1900 Wealth Management's portfolio in Q2 2026, its #21 holding.
  • 1900 Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.