Destination 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
$218M Sell
857,480
-5,337
-0.6% -$1.39M 5.65% 1
2025
Q4
$235M Sell
862,817
-10,574
-1% -$2.84M 6.14% 1
2025
Q3
$222M Buy
873,391
+28,672
+3% +$6.48M 6.12% 1
2025
Q2
$173M Buy
844,719
+40,735
+5% +$8.23M 5.08% 1
2025
Q1
$179M Sell
803,984
-28,136
-3% -$6.52M 5.63% 1
2024
Q4
$208M Sell
832,120
-9,548
-1% -$2.25M 6.52% 1
2024
Q3
$196M Sell
841,668
-24,361
-3% -$5.44M 6.08% 1
2024
Q2
$182M Sell
866,029
-15,554
-2% -$2.9M 6.03% 1
2024
Q1
$151M Buy
881,583
+15,320
+2% +$2.79M 5.03% 1
2023
Q4
$167M Sell
866,263
-15,589
-2% -$2.88M 5.78% 1
2023
Q3
$151M Buy
881,852
+12,289
+1% +$2.25M 5.87% 1
2023
Q2
$169M Buy
869,563
+44,737
+5% +$7.8M 6.29% 1
2023
Q1
$136M Buy
824,826
+3,010
+0.4% +$444K 5.15% 1
2022
Q4
$107M Sell
821,816
-22,162
-3% -$3.17M 4.25% 3
2022
Q3
$117M Sell
843,978
-21,476
-2% -$3.37M 4.91% 2
2022
Q2
$118M Sell
865,454
-17,924
-2% -$2.71M 4.77% 1
2022
Q1
$154M Buy
883,378
+20,372
+2% +$3.43M 5.72% 1
2021
Q4
$153M Buy
863,006
+11,335
+1% +$1.79M 5.42% 2
2021
Q3
$121M Sell
851,671
-8,743
-1% -$1.29M 4.68% 2
2021
Q2
$118M Buy
860,414
+450
+0.1% +$58.3K 4.55% 2
2021
Q1
$105M Buy
859,964
+22,116
+3% +$2.84M 4.34% 2
2020
Q4
$111M Buy
837,848
+3,710
+0.4% +$446K 4.84% 2
2020
Q3
$96.6M Sell
834,138
-71,730
-8% -$7.83M 4.89% 2
2020
Q2
$82.6M Sell
905,868
-87,624
-9% -$6.79M 4.47% 2
2020
Q1
$63.2M Sell
993,492
-8,436
-0.8% -$620K 3.87% 4
2019
Q4
$73.6M Sell
1,001,928
-53,648
-5% -$3.45M 3.74% 4
2019
Q3
$59.1M Sell
1,055,576
-14,980
-1% -$783K 3.2% 6
2019
Q2
$53M Sell
1,070,556
-22,636
-2% -$1.1M 2.92% 6
2019
Q1
$51.9M Buy
1,093,192
+13,692
+1% +$581K 2.92% 6
2018
Q4
$42.6M Buy
1,079,500
+3,720
+0.3% +$180K 2.56% 7
2018
Q3
$60.7M Sell
1,075,780
-104,784
-9% -$5.46M 3.38% 5
2018
Q2
$54.6M Sell
1,180,564
-71,536
-6% -$3.24M 3.28% 6
2018
Q1
$52.5M Buy
1,252,100
+95,228
+8% +$4.1M 3.19% 6
2017
Q4
$48.9M Sell
1,156,872
-18,600
-2% -$777K 2.97% 6
2017
Q3
$45.3M Sell
1,175,472
-34,832
-3% -$1.35M 2.89% 6
2017
Q2
$43.6M Sell
1,210,304
-79,748
-6% -$2.95M 2.9% 6
2017
Q1
$46.3M Sell
1,290,052
-71,348
-5% -$2.35M 3.19% 6
2016
Q4
$39.4M Buy
1,361,400
+13,344
+1% +$378K 2.89% 6
2016
Q3
$38.1M Buy
1,348,056
+42,880
+3% +$1.13M 2.94% 6
2016
Q2
$31.2M Buy
1,305,176
+244,388
+23% +$6.07M 2.57% 7
2016
Q1
$27.9M Hold
1,060,788
2.67% 11
2015
Q4
$27.9M Buy
1,060,788
+355,900
+50% +$10.2M 2.67% 11
2015
Q3
$19.4M Sell
704,888
-80,308
-10% -$2.36M 2.16% 12
2015
Q2
$24.6M Sell
785,196
-117,688
-13% -$3.76M 1.63% 19
2015
Q1
$28.1M Sell
902,884
-46,276
-5% -$1.4M 3.04% 10
2014
Q4
$26.2M Sell
949,160
-386,420
-29% -$10.5M 2.65% 10
2014
Q3
$33.6M Sell
1,335,580
-238,848
-15% -$5.86M 3.52% 7
2014
Q2
$36.6M Sell
1,574,428
-7,824
-0.5% -$166K 3.77% 5
2014
Q1
$30.3M Buy
1,582,252
+18,592
+1% +$354K 3.25% 7
2013
Q4
$31.3M Buy
1,563,660
+17,528
+1% +$331K 3.29% 6
2013
Q3
$26.3M Buy
1,546,132
+64,512
+4% +$1.07M 3.04% 7
2013
Q2
$21M Buy
+1,481,620
New +$22.8M 2.57% 11

Other funds holding AAPL

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

Destination Wealth Management reduced its Apple (AAPL) stake by 0.62% in Q1 2026, selling an estimated $1.39M and leaving 857,480 shares worth $218M. The position accounts for 5.65% of the portfolio, ranked #1.

Destination Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Destination Wealth Management held 857,480 shares of Apple worth $218M as of Q1 2026.
  • Destination Wealth Management sold 5,337 Apple shares in Q1 2026, an estimated $1.39M.
  • Apple made up 5.65% of Destination Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Destination Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Destination Wealth Management's Apple position peaked at $235M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.