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Abacus Wealth Partners’s Apple AAPL Stock Holding History

Abacus 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 		$19.1M Buy
75,238
+6,085
+9% +$1.58M 1.74% 12
2025
Q4 		$18.8M Buy
69,153
+41,779
+153% +$11.2M 1.84% 11
2025
Q3 		$6.97M Sell
27,374
-3,203
-10% -$724K 1% 13
2025
Q2 		$6.27M Sell
30,577
-1,450
-5% -$293K 0.96% 13
2025
Q1 		$7.11M Sell
32,027
-1,844
-5% -$427K 1.07% 12
2024
Q4 		$8.48M Sell
33,871
-12,290
-27% -$2.9M 1.27% 12
2024
Q3 		$10.8M Buy
46,161
+8,352
+22% +$1.87M 1.61% 12
2024
Q2 		$7.96M Sell
37,809
-354
-0.9% -$66K 1.32% 12
2024
Q1 		$6.54M Sell
38,163
-1,087
-3% -$198K 1.1% 12
2023
Q4 		$7.56M Buy
39,250
+16,360
+71% +$3.02M 1.28% 12
2023
Q3 		$3.92M Buy
22,890
+3,636
+19% +$667K 1.21% 13
2023
Q2 		$3.73M Sell
19,254
-566
-3% -$98.6K 1.13% 14
2023
Q1 		$3.44M Sell
19,820
-6,089
-24% -$898K 1.14% 14
2022
Q4 		$3.37M Sell
25,909
-193
-0.7% -$27.6K 1.2% 14
2022
Q3 		$3.61M Sell
26,102
-761
-3% -$119K 1.91% 8
2022
Q2 		$3.67M Buy
26,863
+1,584
+6% +$240K 1.91% 8
2022
Q1 		$4.41M Sell
25,279
-18,916
-43% -$3.18M 1.96% 7
2021
Q4 		$7.85M Buy
44,195
+5,729
+15% +$905K 2.77% 6
2021
Q3 		$5.44M Sell
38,466
-194
-0.5% -$28.6K 2% 10
2021
Q2 		$5.29M Buy
38,660
+2,067
+6% +$268K 2.07% 9
2021
Q1 		$4.47M Sell
36,593
-1,693
-4% -$217K 3.18% 6
2020
Q4 		$5.08M Buy
+38,286
New +$4.61M 4.43% 5

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

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

Abacus Wealth Partners increased its Apple (AAPL) stake by 8.8% in Q1 2026, buying an estimated $1.58M and bringing the position to 75,238 shares worth $19.1M. The position accounts for 1.74% of the portfolio, ranked #12.

Abacus Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Abacus Wealth Partners held 75,238 shares of Apple worth $19.1M as of Q1 2026.
  • Abacus Wealth Partners bought 6,085 Apple shares in Q1 2026, an estimated $1.58M.
  • Apple made up 1.74% of Abacus Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Abacus Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.