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Accretive Wealth Partners’s Apple AAPL Stock Holding History

Accretive 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 		$16M Buy
62,857
+1,656
+3% +$431K 4.48% 4
2025
Q4 		$16.6M Sell
61,201
-291
-0.5% -$78.1K 4.94% 3
2025
Q3 		$15.7M Sell
61,492
-462
-0.7% -$104K 4.78% 4
2025
Q2 		$12.7M Sell
61,954
-258
-0.4% -$52.1K 4.17% 4
2025
Q1 		$12.3M Buy
62,212
+41,329
+198% +$9.57M 4.36% 4
2024
Q4 		$5.23M Sell
20,883
-66
-0.3% -$15.6K 2.22% 9
2024
Q3 		$4.88M Sell
20,949
-40,068
-66% -$8.95M 2.04% 10
2024
Q2 		$12.9M Buy
61,017
+12,720
+26% +$2.37M 5.38% 1
2024
Q1 		$8.86M Buy
48,297
+18,725
+63% +$3.4M 3.92% 4
2023
Q4 		$5.69M Buy
29,572
+200
+0.7% +$36.9K 2.74% 5
2023
Q3 		$5.03M Buy
29,372
+138
+0.5% +$25.3K 3% 5
2023
Q2 		$5.67M Buy
29,234
+136
+0.5% +$23.7K 3.36% 5
2023
Q1 		$4.8M Sell
29,098
-1,143
-4% -$169K 3.07% 6
2022
Q4 		$3.93M Sell
30,241
-1,646
-5% -$235K 2.7% 7
2022
Q3 		$4.41M Sell
31,887
-196
-0.6% -$30.8K 3.36% 5
2022
Q2 		$4.39M Sell
32,083
-3,377
-10% -$511K 3.18% 5
2022
Q1 		$6.19M Buy
35,460
+4,184
+13% +$704K 3.89% 3
2021
Q4 		$5.55M Buy
31,276
+10,824
+53% +$1.71M 3.54% 3
2021
Q3 		$2.89M Buy
20,452
+521
+3% +$76.7K 2.04% 10
2021
Q2 		$2.73M Buy
19,931
+1,492
+8% +$193K 1.97% 9
2021
Q1 		$2.25M Buy
18,439
+3,447
+23% +$442K 2.03% 9
2020
Q4 		$1.99M Buy
+14,992
New +$1.8M 1.97% 10

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

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

Accretive Wealth Partners increased its Apple (AAPL) stake by 2.7% in Q1 2026, buying an estimated $431K and bringing the position to 62,857 shares worth $16M. The position accounts for 4.48% of the portfolio, ranked #4.

Accretive Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Accretive Wealth Partners held 62,857 shares of Apple worth $16M as of Q1 2026.
  • Accretive Wealth Partners bought 1,656 Apple shares in Q1 2026, an estimated $431K.
  • Apple made up 4.48% of Accretive Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • Accretive Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Apple position peaked at $16.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.