APW
AAPL icon

Atlantic Private Wealth’s Apple AAPL Stock Holding History

Atlantic Private Wealth’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 		$796K Sell
3,137
-281
-8% -$73.1K 0.52% 22
2025
Q4 		$929K Buy
3,418
+1,378
+68% +$370K 0.59% 20
2025
Q3 		$519K Sell
2,040
-100
-5% -$22.6K 0.34% 31
2025
Q2 		$439K Sell
2,140
-99
-4% -$20K 0.29% 33
2025
Q1 		$497K Buy
2,239
+150
+7% +$34.8K 0.37% 35
2024
Q4 		$523K Buy
2,089
+321
+18% +$75.7K 0.39% 27
2024
Q3 		$412K Buy
1,768
+200
+13% +$44.7K 0.31% 29
2024
Q2 		$330K Buy
1,568
+200
+15% +$37.3K 0.27% 32
2024
Q1 		$235K Hold
1,368
– – 0.2% 35
2023
Q4 		$263K Sell
1,368
-690
-34% -$127K 0.24% 36
2023
Q3 		$352K Buy
2,058
+1,600
+349% +$293K 0.36% 23
2023
Q2 		$88.8K Buy
458
+275
+150% +$47.9K 0.09% 48
2023
Q1 		$30.2K Buy
+183
New +$27K 0.03% 60

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

Atlantic Private Wealth's AAPL Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Apple (AAPL) stake by 8.2% in Q1 2026, selling an estimated $73.1K and leaving 3,137 shares worth $796K. The position accounts for 0.52% of the portfolio, ranked #22.

Atlantic Private Wealth first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $929K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Atlantic Private Wealth held 3,137 shares of Apple worth $796K as of Q1 2026.
  • Atlantic Private Wealth sold 281 Apple shares in Q1 2026, an estimated $73.1K.
  • Apple made up 0.52% of Atlantic Private Wealth's portfolio in Q1 2026, its #22 holding.
  • Atlantic Private Wealth first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Atlantic Private Wealth's Apple position peaked at $929K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.