Envestnet Asset 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 | $3.38B | Buy |
13,323,726
+1,648,631
| +14% | +$429M | 0.91% | 18 |
|
|
2025
Q4 | $3.17B | Sell |
11,675,095
-703,253
| -6% | -$189M | 0.94% | 17 |
|
|
2025
Q3 | $3.15B | Sell |
12,378,348
-355,512
| -3% | -$80.3M | 0.91% | 18 |
|
|
2025
Q2 | $2.61B | Buy |
12,733,860
+167,231
| +1% | +$33.8M | 0.76% | 21 |
|
|
2025
Q1 | $2.79B | Sell |
12,566,629
-487,414
| -4% | -$113M | 0.9% | 15 |
|
|
2024
Q4 | $3.27B | Buy |
13,054,043
+216,671
| +2% | +$51.1M | 1.05% | 13 |
|
|
2024
Q3 | $2.99B | Buy |
12,837,372
+273,107
| +2% | +$61M | 0.97% | 15 |
|
|
2024
Q2 | $2.65B | Buy |
12,564,265
+1,472,194
| +13% | +$275M | 0.92% | 16 |
|
|
2024
Q1 | $1.9B | Buy |
11,092,071
+1,133,823
| +11% | +$206M | 0.71% | 20 |
|
|
2023
Q4 | $1.92B | Buy |
9,958,248
+71,402
| +0.7% | +$13.2M | 0.79% | 15 |
|
|
2023
Q3 | $1.69B | Sell |
9,886,846
-55,851
| -0.6% | -$10.2M | 0.77% | 16 |
|
|
2023
Q2 | $1.93B | Sell |
9,942,697
-12,727,813
| -56% | -$2.22B | 0.85% | 21 |
|
|
2023
Q1 | $1.59B | Buy |
22,670,510
+13,298,207
| +142% | +$1.96B | 0.77% | 23 |
|
|
2022
Q4 | $1.22B | Buy |
9,372,303
+167,941
| +2% | +$24M | 0.63% | 30 |
|
|
2022
Q3 | $1.27B | Buy |
9,204,362
+379,517
| +4% | +$59.6M | 0.73% | 25 |
|
|
2022
Q2 | $1.21B | Buy |
8,824,845
+389,127
| +5% | +$58.9M | 0.67% | 26 |
|
|
2022
Q1 | $1.47B | Buy |
8,435,718
+31,573
| +0.4% | +$5.31M | 0.74% | 22 |
|
|
2021
Q4 | $1.49B | Buy |
8,404,145
+408,196
| +5% | +$64.5M | 0.74% | 24 |
|
|
2021
Q3 | $1.13B | Buy |
7,995,949
+293,012
| +4% | +$43.1M | 0.62% | 29 |
|
|
2021
Q2 | $1.05B | Buy |
7,702,937
+137,318
| +2% | +$17.8M | 0.6% | 31 |
|
|
2021
Q1 | $924M | Buy |
7,565,619
+499,894
| +7% | +$64.2M | 0.6% | 31 |
|
|
2020
Q4 | $938M | Buy |
7,065,725
+287,861
| +4% | +$34.6M | 0.71% | 30 |
|
|
2020
Q3 | $785M | Sell |
6,777,864
-291,064
| -4% | -$31.8M | 0.7% | 30 |
|
|
2020
Q2 | $645M | Buy |
7,068,928
+345,532
| +5% | +$26.8M | 0.63% | 34 |
|
|
2020
Q1 | $427M | Buy |
6,723,396
+275,268
| +4% | +$20.2M | 0.51% | 40 |
|
|
2019
Q4 | $473M | Buy |
6,448,128
+542,104
| +9% | +$34.9M | 0.5% | 37 |
|
|
2019
Q3 | $331M | Buy |
5,906,024
+294,316
| +5% | +$15.4M | 0.36% | 50 |
|
|
2019
Q2 | $278M | Buy |
5,611,708
+46,048
| +0.8% | +$2.24M | 0.35% | 49 |
|
|
2019
Q1 | $264M | Buy |
5,565,660
+419,708
| +8% | +$17.8M | 0.36% | 46 |
|
|
2018
Q4 | $203M | Buy |
5,145,952
+4,091,428
| +388% | +$198M | 0.31% | 54 |
|
|
2018
Q3 | $59.5M | Sell |
1,054,524
-841,628
| -44% | -$43.8M | 0.1% | 99 |
|
|
2018
Q2 | $87.8M | Buy |
1,896,152
+878,020
| +86% | +$39.8M | 0.2% | 64 |
|
|
2018
Q1 | $43M | Sell |
1,018,132
-1,855,128
| -65% | -$79.9M | 0.12% | 82 |
|
|
2017
Q4 | $122M | Sell |
2,873,260
-89,564
| -3% | -$3.74M | 0.27% | 53 |
|
|
2017
Q3 | $114M | Sell |
2,962,824
-281,552
| -9% | -$10.9M | 0.27% | 51 |
|
|
2017
Q2 | $117M | Sell |
3,244,376
-335,236
| -9% | -$12.4M | 0.32% | 47 |
|
|
2017
Q1 | $129M | Sell |
3,579,612
-46,036
| -1% | -$1.52M | 0.41% | 41 |
|
|
2016
Q4 | $105M | Sell |
3,625,648
-183,092
| -5% | -$5.19M | 0.38% | 44 |
|
|
2016
Q3 | $108M | Sell |
3,808,740
-242,400
| -6% | -$6.42M | 0.42% | 40 |
|
|
2016
Q2 | $96.8M | Buy |
4,051,140
+42,188
| +1% | +$1.05M | 0.39% | 47 |
|
|
2016
Q1 | $109M | Buy |
4,008,952
+266,436
| +7% | +$6.64M | 0.47% | 42 |
|
|
2015
Q4 | $98.5M | Sell |
3,742,516
-30,400
| -0.8% | -$869K | 0.45% | 42 |
|
|
2015
Q3 | $104M | Buy |
3,772,916
+126,964
| +3% | +$3.72M | 0.52% | 38 |
|
|
2015
Q2 | $114M | Buy |
3,645,952
+70,068
| +2% | +$2.24M | 0.54% | 33 |
|
|
2015
Q1 | $111M | Buy |
3,575,884
+3,079,264
| +620% | +$93M | 0.58% | 30 |
|
|
2014
Q4 | $13.7M | Sell |
496,620
-53,380
| -10% | -$1.45M | 0.14% | 122 |
|
|
2014
Q3 | $13.9M | Buy |
550,000
+248,168
| +82% | +$6.09M | 0.14% | 139 |
|
|
2014
Q2 | $7.01M | Sell |
301,832
-198,920
| -40% | -$4.23M | 0.07% | 207 |
|
|
2014
Q1 | $9.6M | Buy |
500,752
+476
| +0.1% | +$9.05K | 0.11% | 146 |
|
|
2013
Q4 | $10M | Buy |
500,276
+5,152
| +1% | +$97.3K | 0.11% | 139 |
|
|
2013
Q3 | $8.43M | Buy |
495,124
+54,488
| +12% | +$903K | 0.1% | 151 |
|
|
2013
Q2 | $6.24M | Buy |
+440,636
| New | +$6.78M | 0.08% | 157 |
|
Other funds holding AAPL
VCM
VPM
Envestnet Asset Management's AAPL Position: Q1 2026 in Review
Envestnet Asset Management increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $429M and bringing the position to 13,323,726 shares worth $3.38B. The position accounts for 0.91% of the portfolio, ranked #18.
Envestnet Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Envestnet Asset Management held 13,323,726 shares of Apple worth $3.38B as of Q1 2026.
- Envestnet Asset Management bought 1,648,631 Apple shares in Q1 2026, an estimated $429M.
- Apple made up 0.91% of Envestnet Asset Management's portfolio in Q1 2026, its #18 holding.
- Envestnet Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.