Bartlett & Co Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456M | Sell |
1,648,996
-34,583
| -2% | -$9M | 5.84% | 2 |
|
|
2025
Q4 | $458M | Sell |
1,683,579
-22,130
| -1% | -$5.94M | 5.99% | 2 |
|
|
2025
Q3 | $434M | Sell |
1,705,709
-24,110
| -1% | -$5.45M | 5.75% | 2 |
|
|
2025
Q2 | $355M | Sell |
1,729,819
-2,571
| -0.1% | -$519K | 4.95% | 2 |
|
|
2025
Q1 | $385M | Sell |
1,732,390
-27,770
| -2% | -$6.43M | 5.67% | 1 |
|
|
2024
Q4 | $441M | Sell |
1,760,160
-18,215
| -1% | -$4.29M | 6.39% | 1 |
|
|
2024
Q3 | $414M | Sell |
1,778,375
-19,926
| -1% | -$4.45M | 5.95% | 2 |
|
|
2024
Q2 | $379M | Sell |
1,798,301
-41,291
| -2% | -$7.7M | 5.75% | 2 |
|
|
2024
Q1 | $315M | Sell |
1,839,592
-73,964
| -4% | -$13.4M | 4.85% | 2 |
|
|
2023
Q4 | $370M | Sell |
1,913,556
-9,866
| -0.5% | -$1.82M | 6.01% | 1 |
|
|
2023
Q3 | $329M | Sell |
1,923,422
-19,412
| -1% | -$3.56M | 5.91% | 1 |
|
|
2023
Q2 | $377M | Buy |
1,942,834
+100,662
| +5% | +$17.5M | 6.52% | 1 |
|
|
2023
Q1 | $304M | Sell |
1,842,172
-8,004
| -0.4% | -$1.18M | 5.87% | 1 |
|
|
2022
Q4 | $240M | Sell |
1,850,176
-17,571
| -0.9% | -$2.51M | 4.84% | 1 |
|
|
2022
Q3 | $258M | Sell |
1,867,747
-34,641
| -2% | -$5.44M | 5.55% | 1 |
|
|
2022
Q2 | $260M | Sell |
1,902,388
-66,240
| -3% | -$10M | 5.27% | 1 |
|
|
2022
Q1 | $344M | Buy |
1,968,628
+2,440
| +0.1% | +$410K | 6.01% | 1 |
|
|
2021
Q4 | $349M | Buy |
1,966,188
+24,925
| +1% | +$3.94M | 5.92% | 1 |
|
|
2021
Q3 | $275M | Sell |
1,941,263
-23,828
| -1% | -$3.51M | 5.24% | 2 |
|
|
2021
Q2 | $269M | Sell |
1,965,091
-35,045
| -2% | -$4.54M | 5.13% | 1 |
|
|
2021
Q1 | $244M | Sell |
2,000,136
-63,996
| -3% | -$8.21M | 4.91% | 1 |
|
|
2020
Q4 | $274M | Sell |
2,064,132
-79,991
| -4% | -$9.62M | 5.84% | 1 |
|
|
2020
Q3 | $248M | Sell |
2,144,123
-127,781
| -6% | -$13.9M | 5.82% | 1 |
|
|
2020
Q2 | $207M | Sell |
2,271,904
-24,396
| -1% | -$1.89M | 5.41% | 2 |
|
|
2020
Q1 | $146M | Sell |
2,296,300
-94,612
| -4% | -$6.96M | 4.44% | 2 |
|
|
2019
Q4 | $176M | Sell |
2,390,912
-66,144
| -3% | -$4.26M | 4.28% | 2 |
|
|
2019
Q3 | $138M | Buy |
2,457,056
+680,276
| +38% | +$35.6M | 3.61% | 2 |
|
|
2019
Q2 | $87.9M | Sell |
1,776,780
-1,680
| -0.1% | -$81.9K | 3.28% | 3 |
|
|
2019
Q1 | $84.5M | Buy |
1,778,460
+6,452
| +0.4% | +$274K | 3.23% | 3 |
|
|
2018
Q4 | $69.9M | Buy |
1,772,008
+4,972
| +0.3% | +$241K | 2.98% | 3 |
|
|
2018
Q3 | $99.7M | Sell |
1,767,036
-13,500
| -0.8% | -$703K | 3.74% | 1 |
|
|
2018
Q2 | $82.4M | Sell |
1,780,536
-17,576
| -1% | -$797K | 3.35% | 1 |
|
|
2018
Q1 | $75.4M | Buy |
+1,798,112
| New | +$77.4M | 3.11% | 1 |
|
Other funds holding AAPL
VCM
VPM
Bartlett & Co Wealth Management's AAPL Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Apple (AAPL) stake by 2.1% in Q1 2026, selling an estimated $9M and leaving 1,648,996 shares worth $456M. The position accounts for 5.84% of the portfolio, ranked #2.
Bartlett & Co Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $458M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Bartlett & Co Wealth Management held 1,648,996 shares of Apple worth $456M as of Q1 2026.
- Bartlett & Co Wealth Management sold 34,583 Apple shares in Q1 2026, an estimated $9M.
- Apple made up 5.84% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #2 holding.
- Bartlett & Co Wealth Management first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Apple position peaked at $458M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.