Dakota 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 | $156M | Sell |
614,281
-27,341
| -4% | -$7.12M | 3.37% | 2 |
|
|
2025
Q4 | $174M | Buy |
641,622
+61,670
| +11% | +$16.6M | 3.09% | 3 |
|
|
2025
Q3 | $148M | Sell |
579,952
-2,119
| -0.4% | -$479K | 2.98% | 3 |
|
|
2025
Q2 | $119M | Sell |
582,071
-85,959
| -13% | -$17.4M | 2.51% | 4 |
|
|
2025
Q1 | $148M | Sell |
668,030
-1,937
| -0.3% | -$449K | 3.47% | 4 |
|
|
2024
Q4 | $168M | Sell |
669,967
-16,262
| -2% | -$3.83M | 3.86% | 2 |
|
|
2024
Q3 | $160M | Buy |
686,229
+22,300
| +3% | +$4.98M | 3.61% | 2 |
|
|
2024
Q2 | $140M | Buy |
663,929
+46,597
| +8% | +$8.69M | 3.29% | 3 |
|
|
2024
Q1 | $106M | Buy |
617,332
+74,600
| +14% | +$13.6M | 2.63% | 4 |
|
|
2023
Q4 | $104M | Sell |
542,732
-4,681
| -0.9% | -$864K | 4.06% | 2 |
|
|
2023
Q3 | $93.7M | Buy |
547,413
+54,028
| +11% | +$9.91M | 4.14% | 2 |
|
|
2023
Q2 | $95.7M | Buy |
493,385
+138,616
| +39% | +$24.2M | 4.5% | 2 |
|
|
2023
Q1 | $58.5M | Buy |
354,769
+1,607
| +0.5% | +$237K | 3.91% | 3 |
|
|
2022
Q4 | $45.9M | Sell |
353,162
-13,137
| -4% | -$1.88M | 3.25% | 3 |
|
|
2022
Q3 | $50.6M | Buy |
366,299
+28,259
| +8% | +$4.44M | 4.1% | 1 |
|
|
2022
Q2 | $46.2M | Buy |
338,040
+38,047
| +13% | +$5.76M | 4.26% | 2 |
|
|
2022
Q1 | $52.4M | Buy |
299,993
+31,741
| +12% | +$5.34M | 4.25% | 2 |
|
|
2021
Q4 | $47.6M | Buy |
268,252
+4,841
| +2% | +$765K | 5.02% | 1 |
|
|
2021
Q3 | $37.3M | Buy |
263,411
+11,628
| +5% | +$1.71M | 4.29% | 1 |
|
|
2021
Q2 | $34.5M | Buy |
251,783
+13,103
| +5% | +$1.7M | 4.11% | 1 |
|
|
2021
Q1 | $29.2M | Sell |
238,680
-28,693
| -11% | -$3.68M | 3.83% | 1 |
|
|
2020
Q4 | $35.5M | Buy |
267,373
+32,626
| +14% | +$3.92M | 4.62% | 1 |
|
|
2020
Q3 | $27.2M | Sell |
234,747
-7,329
| -3% | -$800K | 4.28% | 2 |
|
|
2020
Q2 | $22.1M | Buy |
242,076
+9,564
| +4% | +$741K | 3.78% | 2 |
|
|
2020
Q1 | $14.8M | Sell |
232,512
-12,984
| -5% | -$955K | 3.23% | 3 |
|
|
2019
Q4 | $18M | Sell |
245,496
-868
| -0.4% | -$55.8K | 2.89% | 4 |
|
|
2019
Q3 | $13.8M | Buy |
246,364
+13,880
| +6% | +$726K | 2.37% | 5 |
|
|
2019
Q2 | $11.5M | Buy |
232,484
+1,276
| +0.6% | +$62.2K | 2.2% | 6 |
|
|
2019
Q1 | $11M | Buy |
231,208
+46,732
| +25% | +$1.98M | 2.18% | 5 |
|
|
2018
Q4 | $9.81M | Buy |
184,476
+13,588
| +8% | +$659K | 2.22% | 7 |
|
|
2018
Q3 | $9.64M | Buy |
170,888
+11,084
| +7% | +$577K | 2.17% | 7 |
|
|
2018
Q2 | $7.39M | Buy |
159,804
+101,152
| +172% | +$4.59M | 2.06% | 11 |
|
|
2018
Q1 | $2.46M | Buy |
58,652
+2,768
| +5% | +$119K | 1.27% | 20 |
|
|
2017
Q4 | $2.36M | Buy |
55,884
+5,340
| +11% | +$223K | 1.25% | 22 |
|
|
2017
Q3 | $1.95M | Sell |
50,544
-700
| -1% | -$27.2K | 1.05% | 24 |
|
|
2017
Q2 | $1.84M | Hold |
51,244
| – | – | 1.02% | 24 |
|
|
2017
Q1 | $1.84M | Buy |
51,244
+38,380
| +298% | +$1.26M | 1.07% | 24 |
|
|
2016
Q4 | $372K | Sell |
12,864
-1,160
| -8% | -$32.9K | 0.24% | 40 |
|
|
2016
Q3 | $396K | Buy |
14,024
+700
| +5% | +$18.5K | 0.26% | 38 |
|
|
2016
Q2 | $318K | Sell |
13,324
-2,164
| -14% | -$53.8K | 0.21% | 42 |
|
|
2016
Q1 | $422K | Buy |
15,488
+64
| +0.4% | +$1.59K | 0.3% | 35 |
|
|
2015
Q4 | $406K | Buy |
15,424
+180
| +1% | +$5.14K | 0.28% | 37 |
|
|
2015
Q3 | $420K | Buy |
15,244
+180
| +1% | +$5.28K | 0.29% | 37 |
|
|
2015
Q2 | $472K | Buy |
15,064
+52
| +0.3% | +$1.66K | 0.29% | 39 |
|
|
2015
Q1 | $467K | Sell |
15,012
-248
| -2% | -$7.49K | 0.28% | 39 |
|
|
2014
Q4 | $422K | Buy |
+15,260
| New | +$415K | 0.26% | 43 |
|
Other funds holding AAPL
VCM
VPM
Dakota Wealth Management's AAPL Position: Q1 2026 in Review
Dakota Wealth Management reduced its Apple (AAPL) stake by 4.3% in Q1 2026, selling an estimated $7.12M and leaving 614,281 shares worth $156M. The position accounts for 3.37% of the portfolio, ranked #2.
Dakota Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $174M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Dakota Wealth Management held 614,281 shares of Apple worth $156M as of Q1 2026.
- Dakota Wealth Management sold 27,341 Apple shares in Q1 2026, an estimated $7.12M.
- Apple made up 3.37% of Dakota Wealth Management's portfolio in Q1 2026, its #2 holding.
- Dakota Wealth Management first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Dakota Wealth Management's Apple position peaked at $174M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.