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Dougherty Wealth Advisers’s Apple AAPL Stock Holding History

Dougherty Wealth Advisers’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
2026
Q1 		$6.31M Sell
24,866
-76
-0.3% -$19.8K 4% 7
2025
Q4 		$6.78M Buy
24,942
+2,768
+12% +$743K 3.83% 6
2025
Q3 		$5.65M Buy
22,174
+248
+1% +$56K 3.64% 7
2025
Q2 		$4.5M Hold
21,926
– – 2.99% 7
2025
Q1 		$4.87M Sell
21,926
-490
-2% -$114K 3.6% 5
2024
Q4 		$5.61M Sell
22,416
-6
-0% -$1.41K 4.35% 5
2024
Q3 		$5.22M Sell
22,422
-166
-0.7% -$37.1K 4.15% 5
2024
Q2 		$4.76M Buy
22,588
+17
+0.1% +$3.17K 4.16% 5
2024
Q1 		$3.87M Sell
22,571
-1,768
-7% -$321K 3.42% 6
2023
Q4 		$4.69M Sell
24,339
-237
-1% -$43.8K 4.31% 5
2023
Q3 		$4.21M Sell
24,576
-4
-0% -$734 4.87% 5
2023
Q2 		$4.77M Sell
24,580
-1,916
-7% -$334K 6.54% 4
2023
Q1 		$4.37M Buy
26,496
+13,074
+97% +$1.93M 6.6% 4
2022
Q4 		$1.74M Hold
13,422
– – 2.86% 9
2022
Q3 		$1.85M Sell
13,422
-150
-1% -$23.5K 3.67% 7
2022
Q2 		$1.86M Buy
13,572
+150
+1% +$22.7K 3.46% 7
2022
Q1 		$2.34M Hold
13,422
– – 3.54% 8
2021
Q4 		$2.38M Buy
13,422
+8
+0.1% +$1.26K 3.33% 8
2021
Q3 		$1.9M Hold
13,414
– – 2.82% 9
2021
Q2 		$1.84M Sell
13,414
-100
-0.7% -$13K 2.71% 9
2021
Q1 		$1.65M Buy
13,514
+100
+0.7% +$12.8K 2.49% 10
2020
Q4 		$1.78M Sell
13,414
-5
-0% -$601 2.8% 9
2020
Q3 		$1.55M Buy
13,419
+15
+0.1% +$1.64K 5.36% 4
2020
Q2 		$1.22M Hold
13,404
– – 4.47% 5
2020
Q1 		$852K Hold
13,404
– – 3.39% 8
2019
Q4 		$984K Hold
13,404
– – 3.01% 9
2019
Q3 		$751K Sell
13,404
-2,004
-13% -$105K 2.47% 9
2019
Q2 		$763K Buy
15,408
+1,400
+10% +$68.2K 2.16% 11
2019
Q1 		$665K Hold
14,008
– – 2.26% 10
2018
Q4 		$599K Buy
+14,008
New +$679K 1.97% 11

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

Dougherty Wealth Advisers's AAPL Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its Apple (AAPL) stake by 0.3% in Q1 2026, selling an estimated $19.8K and leaving 24,866 shares worth $6.31M. The position accounts for 4% of the portfolio, ranked #7.

Dougherty Wealth Advisers first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.78M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Dougherty Wealth Advisers held 24,866 shares of Apple worth $6.31M as of Q1 2026.
  • Dougherty Wealth Advisers sold 76 Apple shares in Q1 2026, an estimated $19.8K.
  • Apple made up 4% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #7 holding.
  • Dougherty Wealth Advisers first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Dougherty Wealth Advisers's Apple position peaked at $6.78M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.