AWM
AAPL icon

Aviso Wealth Management’s Apple AAPL Stock Holding History

Aviso 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
2026
Q1 		$18.4M Sell
72,521
-5,775
-7% -$1.5M 8.3% 1
2025
Q4 		$21.3M Sell
78,296
-996
-1% -$267K 8.95% 1
2025
Q3 		$20.2M Sell
79,292
-553
-0.7% -$125K 8.8% 1
2025
Q2 		$16.4M Buy
79,845
+475
+0.6% +$95.9K 7.65% 1
2025
Q1 		$17.6M Sell
79,370
-1,184
-1% -$274K 9.37% 1
2024
Q4 		$20.2M Sell
80,554
-713
-0.9% -$168K 10.29% 1
2024
Q3 		$18.9M Buy
81,267
+4,003
+5% +$894K 10.27% 1
2024
Q2 		$16.3M Sell
77,264
-772
-1% -$144K 9.66% 1
2024
Q1 		$13.4M Buy
78,036
+2,412
+3% +$439K 8.44% 1
2023
Q4 		$14.6M Buy
+75,624
New +$14M 10.55% 1

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

Aviso Wealth Management's AAPL Position: Q1 2026 in Review

Aviso Wealth Management reduced its Apple (AAPL) stake by 7.4% in Q1 2026, selling an estimated $1.5M and leaving 72,521 shares worth $18.4M. The position accounts for 8.3% of the portfolio, ranked #1.

Aviso Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Aviso Wealth Management held 72,521 shares of Apple worth $18.4M as of Q1 2026.
  • Aviso Wealth Management sold 5,775 Apple shares in Q1 2026, an estimated $1.5M.
  • Apple made up 8.3% of Aviso Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Aviso Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Apple position peaked at $21.3M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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