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Arete Wealth Advisors’s Apple AAPL Stock Holding History

Arete 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
2015
Q3 		– Sell
-196
Closed -$266K – 129
2015
Q2 		$266K Hold
196
– – 0.18% 108
2015
Q1 		$262K Buy
+196
New +$5.92K 0.17% 112
2014
Q4 		– Sell
-420
Closed -$321K – 142
2014
Q3 		$321K Sell
420
-28
-6% -$687 0.24% 86
2014
Q2 		$265K Buy
+448
New +$9.53K 0.21% 95

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

Arete Wealth Advisors's AAPL Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Apple (AAPL) stake by 5.7% in Q1 2026, selling an estimated $2.37M and leaving 151,546 shares worth $38.4M. The position accounts for 2.88% of the portfolio, ranked #4.

Arete Wealth Advisors first reported a position in AAPL in Q4 2013 and has held it in 48 quarters since. The position peaked at $27.9B in Q4 2022. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Arete Wealth Advisors held 151,546 shares of Apple worth $38.4M as of Q1 2026.
  • Arete Wealth Advisors sold 9,097 Apple shares in Q1 2026, an estimated $2.37M.
  • Apple made up 2.88% of Arete Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Arete Wealth Advisors first reported a position in Apple in Q4 2013 and has held it in 48 quarters since.
  • Arete Wealth Advisors's Apple position peaked at $27.9B in Q4 2022.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.