AWM
AAPL icon

Aberdeen Wealth Management’s Apple AAPL Stock Holding History

Aberdeen 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 		$5.72M Sell
22,521
-50
-0.2% -$13K 2.6% 4
2025
Q4 		$6.14M Sell
22,571
-56
-0.2% -$15K 2.84% 4
2025
Q3 		$5.76M Hold
22,627
– – 3.62% 4
2025
Q2 		$4.64M Buy
22,627
+1
+0% +$202 3.09% 4
2025
Q1 		$5.03M Sell
22,626
-4,999
-18% -$1.16M 3.47% 3
2024
Q4 		$6.92M Buy
27,625
+1,863
+7% +$439K 4.74% 3
2024
Q3 		$6M Sell
25,762
-7,373
-22% -$1.65M 3.95% 3
2024
Q2 		$6.98M Buy
33,135
+515
+2% +$96K 4.72% 3
2024
Q1 		$5.59M Buy
32,620
+7,396
+29% +$1.34M 3.26% 5
2023
Q4 		$4.86M Sell
25,224
-7,699
-23% -$1.42M 3.52% 4
2023
Q3 		$5.64M Buy
32,923
+500
+2% +$91.7K 4.25% 3
2023
Q2 		$6.29M Sell
32,423
-1,184
-4% -$206K 4.55% 2
2023
Q1 		$5.54M Sell
33,607
-4,179
-11% -$617K 4.13% 3
2022
Q4 		$4.91M Buy
37,786
+3,682
+11% +$526K 3.7% 3
2022
Q3 		$4.71M Hold
34,104
– – 4.15% 3
2022
Q2 		$4.66M Sell
34,104
-42
-0.1% -$6.36K 3.7% 4
2022
Q1 		$5.96M Sell
34,146
-50
-0.1% -$8.41K 4.06% 3
2021
Q4 		$6.07M Buy
34,196
+176
+0.5% +$27.8K 3.96% 4
2021
Q3 		$4.81M Sell
34,020
-48
-0.1% -$7.07K 4.66% 1
2021
Q2 		$4.67M Sell
34,068
-154
-0.5% -$20K 4.3% 1
2021
Q1 		$4.18M Sell
34,222
-3,044
-8% -$391K 3.32% 3
2020
Q4 		$4.95M Buy
37,266
+2,518
+7% +$303K 3.73% 4
2020
Q3 		$4.02M Sell
34,748
-15,236
-30% -$1.66M 3.83% 3
2020
Q2 		$4.56M Buy
49,984
+1,492
+3% +$116K 4.88% 1
2020
Q1 		$3.08M Sell
48,492
-1,908
-4% -$140K 3.75% 3
2019
Q4 		$3.7M Buy
+50,400
New +$3.24M 2.76% 4

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

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

Aberdeen Wealth Management reduced its Apple (AAPL) stake by 0.22% in Q1 2026, selling an estimated $13K and leaving 22,521 shares worth $5.72M. The position accounts for 2.6% of the portfolio, ranked #4.

Aberdeen Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.98M in Q2 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Aberdeen Wealth Management held 22,521 shares of Apple worth $5.72M as of Q1 2026.
  • Aberdeen Wealth Management sold 50 Apple shares in Q1 2026, an estimated $13K.
  • Apple made up 2.6% of Aberdeen Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Aberdeen Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's Apple position peaked at $6.98M in Q2 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.