Baldwin Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $102M | Sell |
351,829
-395
| -0.1% | -$113K | 6.66% | 2 |
|
|
2026
Q1 | $89.4M | Sell |
352,224
-25,836
| -7% | -$6.72M | 6.49% | 1 |
|
|
2025
Q4 | $103M | Sell |
378,060
-10,840
| -3% | -$2.91M | 6.57% | 2 |
|
|
2025
Q3 | $99M | Sell |
388,900
-5,591
| -1% | -$1.26M | 6.45% | 1 |
|
|
2025
Q2 | $80.9M | Sell |
394,491
-7,134
| -2% | -$1.44M | 5.5% | 2 |
|
|
2025
Q1 | $89.2M | Sell |
401,625
-2,416
| -0.6% | -$560K | 6.26% | 1 |
|
|
2024
Q4 | $101M | Buy |
404,041
+6,682
| +2% | +$1.57M | 6.99% | 1 |
|
|
2024
Q3 | $92.6M | Sell |
397,359
-10,240
| -3% | -$2.29M | 6.31% | 1 |
|
|
2024
Q2 | $85.8M | Sell |
407,599
-7,957
| -2% | -$1.48M | 6.69% | 1 |
|
|
2024
Q1 | $71.3M | Sell |
415,556
-13,798
| -3% | -$2.51M | 5.37% | 2 |
|
|
2023
Q4 | $82.7M | Sell |
429,354
-8,157
| -2% | -$1.51M | 6.49% | 1 |
|
|
2023
Q3 | $74.9M | Sell |
437,511
-4,591
| -1% | -$842K | 6.45% | 1 |
|
|
2023
Q2 | $85.8M | Sell |
442,102
-13,934
| -3% | -$2.43M | 7.03% | 1 |
|
|
2023
Q1 | $75.2M | Sell |
456,036
-3,671
| -0.8% | -$542K | 6.55% | 1 |
|
|
2022
Q4 | $59.7M | Buy |
459,707
+72,708
| +19% | +$10.4M | 5.42% | 1 |
|
|
2022
Q3 | $53.5M | Sell |
386,999
-6,014
| -2% | -$944K | 7.39% | 1 |
|
|
2022
Q2 | $53.7M | Sell |
393,013
-981
| -0.2% | -$149K | 6.97% | 1 |
|
|
2022
Q1 | $68.8M | Buy |
393,994
+12,335
| +3% | +$2.07M | 7.29% | 1 |
|
|
2021
Q4 | $67.8M | Buy |
381,659
+5,421
| +1% | +$857K | 6.78% | 2 |
|
|
2021
Q3 | $53.2M | Sell |
376,238
-3,038
| -0.8% | -$447K | 5.91% | 2 |
|
|
2021
Q2 | $51.9M | Sell |
379,276
-1,440
| -0.4% | -$187K | 5.68% | 3 |
|
|
2021
Q1 | $46.5M | Buy |
380,716
+2,604
| +0.7% | +$334K | 5.52% | 2 |
|
|
2020
Q4 | $50.2M | Sell |
378,112
-2,744
| -0.7% | -$330K | 6.31% | 1 |
|
|
2020
Q3 | $44.1M | Sell |
380,856
-14,572
| -4% | -$1.59M | 6.03% | 2 |
|
|
2020
Q2 | $36.1M | Sell |
395,428
-7,980
| -2% | -$618K | 5.29% | 3 |
|
|
2020
Q1 | $25.6M | Sell |
403,408
-31,752
| -7% | -$2.34M | 4.49% | 3 |
|
|
2019
Q4 | $31.9M | Sell |
435,160
-3,836
| -0.9% | -$247K | 4.47% | 1 |
|
|
2019
Q3 | $24.6M | Sell |
438,996
-39,024
| -8% | -$2.04M | 3.7% | 3 |
|
|
2019
Q2 | $23.7M | Sell |
478,020
-28,480
| -6% | -$1.39M | 3.49% | 3 |
|
|
2019
Q1 | $24.1M | Sell |
506,500
-93,612
| -16% | -$3.97M | 3.58% | 3 |
|
|
2018
Q4 | $23.7M | Sell |
600,112
-13,784
| -2% | -$668K | 3.97% | 2 |
|
|
2018
Q3 | $34.6M | Buy |
613,896
+5,292
| +0.9% | +$276K | 4.85% | 2 |
|
|
2018
Q2 | $28.2M | Sell |
608,604
-9,528
| -2% | -$432K | 4.38% | 2 |
|
|
2018
Q1 | $25.9M | Sell |
618,132
-30,428
| -5% | -$1.31M | 4.19% | 2 |
|
|
2017
Q4 | $27.4M | Sell |
648,560
-68,280
| -10% | -$2.85M | 4.27% | 2 |
|
|
2017
Q3 | $27.6M | Sell |
716,840
-35,580
| -5% | -$1.38M | 4.44% | 1 |
|
|
2017
Q2 | $27.1M | Sell |
752,420
-20,480
| -3% | -$757K | 4.36% | 1 |
|
|
2017
Q1 | $27.8M | Sell |
772,900
-93,340
| -11% | -$3.07M | 4.58% | 1 |
|
|
2016
Q4 | $25.1M | Buy |
866,240
+5,716
| +0.7% | +$162K | 4.53% | 1 |
|
|
2016
Q3 | $24.3M | Sell |
860,524
-2,376
| -0.3% | -$62.9K | 4.41% | 2 |
|
|
2016
Q2 | $20.6M | Sell |
862,900
-80,704
| -9% | -$2.01M | 4.24% | 2 |
|
|
2016
Q1 | $25.7M | Sell |
943,604
-7,760
| -0.8% | -$193K | 4.62% | 1 |
|
|
2015
Q4 | $25M | Buy |
951,364
+7,664
| +0.8% | +$219K | 4.08% | 2 |
|
|
2015
Q3 | $26M | Buy |
943,700
+13,268
| +1% | +$389K | 4.39% | 1 |
|
|
2015
Q2 | $29.2M | Buy |
930,432
+656
| +0.1% | +$21K | 4.33% | 1 |
|
|
2015
Q1 | $28.9M | Sell |
929,776
-52,188
| -5% | -$1.58M | 4.26% | 1 |
|
|
2014
Q4 | $27.1M | Sell |
981,964
-2,876
| -0.3% | -$78.2K | 3.92% | 1 |
|
|
2014
Q3 | $24.8M | Buy |
984,840
+60,548
| +7% | +$1.49M | 3.52% | 1 |
|
|
2014
Q2 | $21.5M | Buy |
924,292
+30,980
| +3% | +$659K | 3.19% | 2 |
|
|
2014
Q1 | $17.1M | Sell |
893,312
-8,932
| -1% | -$170K | 2.75% | 2 |
|
|
2013
Q4 | $18.1M | Buy |
902,244
+19,040
| +2% | +$360K | 2.9% | 2 |
|
|
2013
Q3 | $15M | Buy |
883,204
+10,360
| +1% | +$172K | 2.75% | 2 |
|
|
2013
Q2 | $12.4M | Buy |
+872,844
| New | +$13.4M | 2.45% | 4 |
|
Other funds holding AAPL
Baldwin Wealth Partners's AAPL Position: Q2 2026 in Review
Baldwin Wealth Partners reduced its Apple (AAPL) stake by 0.11% in Q2 2026, selling an estimated $113K and leaving 351,829 shares worth $102M. The position accounts for 6.66% of the portfolio, ranked #2.
Baldwin Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $103M in Q4 2025. 2,960 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Baldwin Wealth Partners held 351,829 shares of Apple worth $102M as of Q2 2026.
- Baldwin Wealth Partners sold 395 Apple shares in Q2 2026, an estimated $113K.
- Apple made up 6.66% of Baldwin Wealth Partners's portfolio in Q2 2026, its #2 holding.
- Baldwin Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Baldwin Wealth Partners's Apple position peaked at $103M in Q4 2025.
- 2,960 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.