ATWA
AAPL icon

Arbor Trust Wealth Advisors’s Apple AAPL Stock Holding History

Arbor Trust Wealth Advisors’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 		$7.51M Sell
29,603
-2,477
-8% -$645K 3.3% 7
2025
Q4 		$8.72M Sell
32,080
-829
-3% -$223K 3.81% 6
2025
Q3 		$8.38M Sell
32,909
-146
-0.4% -$33K 3.77% 7
2025
Q2 		$6.78M Sell
33,055
-2,113
-6% -$427K 3.32% 7
2025
Q1 		$7.81M Sell
35,168
-1,264
-3% -$293K 3.66% 6
2024
Q4 		$9.12M Buy
36,432
+223
+0.6% +$52.6K 4.27% 5
2024
Q3 		$7.63M Hold
36,209
– – 4% 5
2024
Q2 		$7.63M Buy
36,209
+22
+0.1% +$4.1K 4% 5
2024
Q1 		$6.07M Sell
36,187
-1,226
-3% -$223K 3.34% 7
2023
Q4 		$7.2M Sell
37,413
-582
-2% -$107K 4.29% 5
2023
Q3 		$6.51M Sell
37,995
-622
-2% -$114K 4.28% 4
2023
Q2 		$7.49M Sell
38,617
-5,812
-13% -$1.01M 4.76% 2
2023
Q1 		$7.33M Buy
44,429
+3,941
+10% +$581K 4.82% 3
2022
Q4 		$5.26M Sell
40,488
-489
-1% -$69.9K 3.63% 7
2022
Q3 		$5.66M Sell
40,977
-2,044
-5% -$321K 4.3% 3
2022
Q2 		$5.88M Sell
43,021
-6,484
-13% -$982K 4.1% 3
2022
Q1 		$8.64M Buy
49,505
+2,668
+6% +$449K 5.19% 1
2021
Q4 		$8.32M Buy
46,837
+203
+0.4% +$32.1K 4.79% 3
2021
Q3 		$6.6M Sell
46,634
-1,180
-2% -$174K 4.12% 4
2021
Q2 		$6.55M Sell
47,814
-2,331
-5% -$302K 4.11% 4
2021
Q1 		$6.13M Sell
50,145
-1,741
-3% -$223K 4.09% 5
2020
Q4 		$6.88M Sell
51,886
-1,114
-2% -$134K 5% 2
2020
Q3 		$6.14M Sell
53,000
-3,072
-5% -$335K 5.31% 2
2020
Q2 		$5.11M Sell
56,072
-2,564
-4% -$199K 4.62% 3
2020
Q1 		$3.73M Sell
58,636
-1,268
-2% -$93.3K 3.94% 5
2019
Q4 		$4.4M Buy
+59,904
New +$3.85M 3.77% 6

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

Arbor Trust Wealth Advisors's AAPL Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Apple (AAPL) stake by 7.7% in Q1 2026, selling an estimated $645K and leaving 29,603 shares worth $7.51M. The position accounts for 3.3% of the portfolio, ranked #7.

Arbor Trust Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.12M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Arbor Trust Wealth Advisors held 29,603 shares of Apple worth $7.51M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 2,477 Apple shares in Q1 2026, an estimated $645K.
  • Apple made up 3.3% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Arbor Trust Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Apple position peaked at $9.12M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.