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Exencial Wealth Advisors’s Apple AAPL Stock Holding History

Exencial Wealth Advisors’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
2025
Q1 		– Sell
-6,000
Closed -$1.5M – 495
2024
Q4 		$1.5M Buy
+6,000
New +$1.41M 0.06% 247
2022
Q2 		– Sell
-500
Closed -$87K – 420
2022
Q1 		$87K Buy
+500
New +$84.1K ﹤0.01% 443
2020
Q4 		– Sell
-800
Closed -$93K – 370
2020
Q3 		$93K Buy
+800
New +$87.3K ﹤0.01% 349

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

Exencial Wealth Advisors's AAPL Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Apple (AAPL) stake by 2% in Q1 2026, buying an estimated $2.31M and bringing the position to 456,827 shares worth $116M. The position accounts for 3.6% of the portfolio, ranked #1.

Exencial Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $122M in Q4 2024. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Exencial Wealth Advisors held 456,827 shares of Apple worth $116M as of Q1 2026.
  • Exencial Wealth Advisors bought 8,878 Apple shares in Q1 2026, an estimated $2.31M.
  • Apple made up 3.6% of Exencial Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Exencial Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • Exencial Wealth Advisors's Apple position peaked at $122M in Q4 2024.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.