AWM
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AE Wealth Management’s Apple AAPL Stock Holding History

AE 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 		$614M Buy
2,418,374
+267,540
+12% +$69.6M 3.32% 2
2025
Q4 		$585M Buy
2,150,834
+140,705
+7% +$37.8M 3.36% 1
2025
Q3 		$512M Buy
2,010,129
+206,188
+11% +$46.6M 3.26% 2
2025
Q2 		$370M Buy
1,803,941
+109,625
+6% +$22.1M 2.71% 3
2025
Q1 		$376M Buy
1,694,316
+62,833
+4% +$14.6M 3.17% 1
2024
Q4 		$409M Buy
1,631,483
+98,497
+6% +$23.2M 3.47% 1
2024
Q3 		$357M Sell
1,532,986
-106,291
-6% -$23.7M 3.24% 1
2024
Q2 		$345M Buy
1,639,277
+341,961
+26% +$63.8M 3.45% 1
2024
Q1 		$222M Sell
1,297,316
-1,838,188
-59% -$334M 2.51% 1
2023
Q4 		$603M Buy
3,135,504
+261,924
+9% +$48.4M 3.08% 1
2023
Q3 		$492M Buy
2,873,580
+199,462
+7% +$36.6M 2.94% 1
2023
Q2 		$519M Buy
2,674,118
+110,287
+4% +$19.2M 3.12% 1
2023
Q1 		$423M Sell
2,563,831
-39,562
-2% -$5.84M 2.72% 1
2022
Q4 		$338M Buy
2,603,393
+139,439
+6% +$19.9M 2.45% 3
2022
Q3 		$341M Buy
2,463,954
+37,553
+2% +$5.89M 2.7% 3
2022
Q2 		$332M Buy
2,426,401
+149,353
+7% +$22.6M 2.65% 2
2022
Q1 		$398M Buy
2,277,048
+63,586
+3% +$10.7M 2.73% 2
2021
Q4 		$393M Buy
2,213,462
+38,335
+2% +$6.06M 2.74% 2
2021
Q3 		$308M Buy
2,175,127
+80,528
+4% +$11.9M 2.54% 2
2021
Q2 		$287M Buy
2,094,599
+77,777
+4% +$10.1M 2.51% 3
2021
Q1 		$246M Buy
2,016,822
+49,798
+3% +$6.39M 2.49% 2
2020
Q4 		$261M Buy
1,967,024
+59,994
+3% +$7.22M 2.96% 2
2020
Q3 		$221M Buy
1,907,030
+103,682
+6% +$11.3M 3.15% 3
2020
Q2 		$164M Buy
1,803,348
+179,628
+11% +$13.9M 2.54% 4
2020
Q1 		$103M Buy
1,623,720
+128,456
+9% +$9.45M 2.37% 4
2019
Q4 		$110M Buy
1,495,264
+89,720
+6% +$5.77M 2.38% 3
2019
Q3 		$78.7M Buy
1,405,544
+24,328
+2% +$1.27M 2.27% 4
2019
Q2 		$68.3M Buy
1,381,216
+760,436
+122% +$37.1M 2.05% 6
2019
Q1 		$29.5M Buy
620,780
+100,888
+19% +$4.28M 2.05% 6
2018
Q4 		$20.5M Buy
519,892
+388
+0.1% +$18.8K 3.51% 1
2018
Q3 		$29.3M Buy
519,504
+96,808
+23% +$5.04M 1.61% 11
2018
Q2 		$19.6M Buy
422,696
+93,580
+28% +$4.24M 1.33% 15
2018
Q1 		$13.8M Buy
329,116
+53,320
+19% +$2.3M 1.07% 19
2017
Q4 		$11.7M Buy
275,796
+31,308
+13% +$1.31M 1.03% 20
2017
Q3 		$9.42M Buy
244,488
+70,504
+41% +$2.74M 0.87% 20
2017
Q2 		$6.26M Buy
173,984
+49,516
+40% +$1.83M 0.75% 27
2017
Q1 		$4.47M Buy
124,468
+46,744
+60% +$1.54M 0.83% 19
2016
Q4 		$2.25M Buy
+77,724
New +$2.2M 0.91% 19

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

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

AE Wealth Management increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $69.6M and bringing the position to 2,418,374 shares worth $614M. The position accounts for 3.32% of the portfolio, ranked #2.

AE Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AE Wealth Management held 2,418,374 shares of Apple worth $614M as of Q1 2026.
  • AE Wealth Management bought 267,540 Apple shares in Q1 2026, an estimated $69.6M.
  • Apple made up 3.32% of AE Wealth Management's portfolio in Q1 2026, its #2 holding.
  • AE Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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