Duncan Williams Asset Management’s Apple AAPL Stock Holding History

Duncan Williams Asset 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
2026 Q1	$14.7M	Buy	57,771 +2,570	+5%	+$669K	4.07%	5
2025 Q4	$15.3M	Sell	55,201 -581	-1%	-$156K	3.79%	5
2025 Q3	$14.2M	Buy	55,782 +126	+0.2%	+$28.5K	4%	4
2025 Q2	$11.4M	Sell	55,656 -1,645	-3%	-$332K	3.6%	4
2025 Q1	$12.7M	Sell	57,301 -601	-1%	-$139K	4.6%	4
2024 Q4	$14.5M	Buy	57,902 +24,539	+74%	+$5.78M	5.71%	3
2024 Q3	$7.77M	Buy	33,363 +21,755	+187%	+$4.86M	4.28%	4
2024 Q2	$2.44M	Buy	11,608 +169	+1%	+$31.5K	2.06%	7
2024 Q1	$1.96M	Buy	+11,439	New	+$2.08M	1.77%	9

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Duncan Williams Asset Management's AAPL Position: Q1 2026 in Review

Duncan Williams Asset Management increased its Apple (AAPL) stake by 4.7% in Q1 2026, buying an estimated $669K and bringing the position to 57,771 shares worth $14.7M. The position accounts for 4.07% of the portfolio, ranked #5.

Duncan Williams Asset Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Duncan Williams Asset Management held 57,771 shares of Apple worth $14.7M as of Q1 2026.
Duncan Williams Asset Management bought 2,570 Apple shares in Q1 2026, an estimated $669K.
Apple made up 4.07% of Duncan Williams Asset Management's portfolio in Q1 2026, its #5 holding.
Duncan Williams Asset Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's Apple position peaked at $15.3M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.