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
2021 Q4	–	Sell	-1,000	Closed	-$3K	–	1689
2021 Q3	$3K	Buy	+1,000	New	+$147K	﹤0.01%	1605
2021 Q1	–	Sell	-200	Closed	-$4K	–	1471
2020 Q4	$4K	Buy	200 +100	+100%	+$12K	﹤0.01%	1350
2020 Q3	$1K	Buy	+100	New	+$10.9K	﹤0.01%	1271
2019 Q4	–	Sell	-2,400	Closed	-$3K	–	1127
2019 Q3	$3K	Buy	+2,400	New	+$125K	﹤0.01%	986
2018 Q2	–	Sell	-13,600	Closed	-$22K	–	456
2018 Q1	$22K	Buy	+13,600	New	+$585K	﹤0.01%	438

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.