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Dakota Wealth Management’s Apple AAPL Stock Holding History

Dakota 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
2020
Q3 		– Sell
-3,200
Closed -$292K – 293
2020
Q2 		$292K Buy
+3,200
New +$248K 0.05% 223

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

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.