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Atlas Private Wealth Advisors’s Apple AAPL Stock Holding History

Atlas Private 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 		$10.8M Sell
42,602
-1,588
-4% -$413K 2.55% 13
2025
Q4 		$12M Sell
44,190
-518
-1% -$139K 2.81% 11
2025
Q3 		$11.4M Sell
44,708
-48,861
-52% -$11M 2.79% 11
2025
Q2 		$19.2M Sell
93,569
-2,417
-3% -$488K 2.47% 13
2025
Q1 		$21.3M Sell
95,986
-1,425
-1% -$330K 2.97% 9
2024
Q4 		$24.4M Buy
97,411
+39
+0% +$9.19K 3.46% 7
2024
Q3 		$22.7M Sell
97,372
-79
-0.1% -$17.6K 3.29% 9
2024
Q2 		$20.5M Buy
97,451
+48,161
+98% +$8.98M 3.34% 9
2024
Q1 		$8.45M Sell
49,290
-54,675
-53% -$9.94M 2.82% 10
2023
Q4 		$20M Sell
103,965
-32
-0% -$5.91K 3.72% 8
2023
Q3 		$17.8M Buy
103,997
+9,033
+10% +$1.66M 3.37% 9
2023
Q2 		$18.4M Buy
94,964
+46,045
+94% +$8.02M 3.73% 7
2023
Q1 		$8.07M Sell
48,919
-1,233
-2% -$182K 3.73% 8
2022
Q4 		$6.52M Sell
50,152
-1,209
-2% -$173K 3.47% 7
2022
Q3 		$7.1M Buy
51,361
+722
+1% +$113K 4.26% 6
2022
Q2 		$6.92M Sell
50,639
-2,205
-4% -$334K 4.15% 6
2022
Q1 		$9.23M Sell
52,844
-1,009
-2% -$170K 4.1% 7
2021
Q4 		$9.56M Sell
53,853
-2,204
-4% -$348K 4.42% 2
2021
Q3 		$7.93M Buy
56,057
+650
+1% +$95.7K 4.14% 3
2021
Q2 		$7.59M Buy
55,407
+14
+0% +$1.81K 4.11% 5
2021
Q1 		$6.77M Sell
55,393
-2,737
-5% -$351K 3.78% 5
2020
Q4 		$7.71M Sell
58,130
-2,859
-5% -$344K 5.17% 2
2020
Q3 		$7.06M Buy
60,989
+7,705
+14% +$841K 5.89% 1
2020
Q2 		$4.86M Buy
+53,284
New +$4.13M 4.32% 2

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

Atlas Private Wealth Advisors's AAPL Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Apple (AAPL) stake by 3.6% in Q1 2026, selling an estimated $413K and leaving 42,602 shares worth $10.8M. The position accounts for 2.55% of the portfolio, ranked #13.

Atlas Private Wealth Advisors first reported a position in AAPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $24.4M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Atlas Private Wealth Advisors held 42,602 shares of Apple worth $10.8M as of Q1 2026.
  • Atlas Private Wealth Advisors sold 1,588 Apple shares in Q1 2026, an estimated $413K.
  • Apple made up 2.55% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Atlas Private Wealth Advisors first reported a position in Apple in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Apple position peaked at $24.4M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.