Greenwich 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 | $39.1M | Sell |
154,238
-843
| -0.5% | -$219K | 1.6% | 7 |
|
|
2025
Q4 | $42.2M | Buy |
155,081
+5,639
| +4% | +$1.51M | 1.88% | 6 |
|
|
2025
Q3 | $38.1M | Sell |
149,442
-55,156
| -27% | -$12.5M | 1.9% | 6 |
|
|
2025
Q2 | $42M | Sell |
204,598
-156
| -0.1% | -$31.5K | 2.04% | 8 |
|
|
2025
Q1 | $45.5M | Sell |
204,754
-2,011
| -1% | -$466K | 3.44% | 5 |
|
|
2024
Q4 | $51.8M | Buy |
206,765
+236
| +0.1% | +$55.6K | 3.65% | 5 |
|
|
2024
Q3 | $48.1M | Buy |
206,529
+1,718
| +0.8% | +$384K | 3.27% | 5 |
|
|
2024
Q2 | $43.1M | Sell |
204,811
-488
| -0.2% | -$91K | 3.15% | 5 |
|
|
2024
Q1 | $35.2M | Sell |
205,299
-339
| -0.2% | -$61.6K | 2.8% | 5 |
|
|
2023
Q4 | $39.6M | Sell |
205,638
-304
| -0.1% | -$56.1K | 3.91% | 4 |
|
|
2023
Q3 | $35.3M | Sell |
205,942
-206
| -0.1% | -$37.8K | 3.73% | 4 |
|
|
2023
Q2 | $40M | Sell |
206,148
-146,541
| -42% | -$25.5M | 4.2% | 4 |
|
|
2023
Q1 | $58.2M | Sell |
352,689
-1,614
| -0.5% | -$238K | 6.34% | 3 |
|
|
2022
Q4 | $46M | Buy |
354,303
+10
| +0% | +$1.43K | 5.06% | 3 |
|
|
2022
Q3 | $49M | Buy |
354,293
+3,613
| +1% | +$567K | 5.22% | 3 |
|
|
2022
Q2 | $47.9M | Sell |
350,680
-890
| -0.3% | -$135K | 6.35% | 3 |
|
|
2022
Q1 | $61.4M | Sell |
351,570
-403
| -0.1% | -$67.8K | 6.27% | 3 |
|
|
2021
Q4 | $62.5M | Buy |
351,973
+215
| +0.1% | +$34K | 5.11% | 3 |
|
|
2021
Q3 | $49.8M | Buy |
351,758
+8,184
| +2% | +$1.2M | 4.14% | 3 |
|
|
2021
Q2 | $47.1M | Sell |
343,574
-10,638
| -3% | -$1.38M | 4.02% | 3 |
|
|
2021
Q1 | $43.3M | Buy |
354,212
+199,060
| +128% | +$25.6M | 3.46% | 3 |
|
|
2020
Q4 | $20.6M | Buy |
155,152
+458
| +0.3% | +$55.1K | 1.79% | 6 |
|
|
2020
Q3 | $17.9M | Sell |
154,694
-1,698
| -1% | -$185K | 3.21% | 7 |
|
|
2020
Q2 | $14.3M | Sell |
156,392
-46,984
| -23% | -$3.64M | 2.73% | 7 |
|
|
2020
Q1 | $12.9M | Buy |
203,376
+896
| +0.4% | +$65.9K | 2.76% | 7 |
|
|
2019
Q4 | $14.9M | Sell |
202,480
-70,456
| -26% | -$4.53M | 2.99% | 7 |
|
|
2019
Q3 | $15.3M | Buy |
272,936
+464
| +0.2% | +$24.3K | 2.98% | 8 |
|
|
2019
Q2 | $13.5M | Buy |
272,472
+768
| +0.3% | +$37.4K | 2.32% | 8 |
|
|
2019
Q1 | $12.9M | Sell |
271,704
-6,160
| -2% | -$261K | 2.28% | 8 |
|
|
2018
Q4 | $11M | Buy |
277,864
+376
| +0.1% | +$18.2K | 2.18% | 9 |
|
|
2018
Q3 | $15.7M | Sell |
277,488
-472
| -0.2% | -$24.6K | 2.73% | 7 |
|
|
2018
Q2 | $12.9M | Buy |
277,960
+16,220
| +6% | +$736K | 2.28% | 8 |
|
|
2018
Q1 | $11M | Buy |
261,740
+1,596
| +0.6% | +$68.7K | 1.73% | 10 |
|
|
2017
Q4 | $11M | Sell |
260,144
-108
| -0% | -$4.51K | 1.84% | 9 |
|
|
2017
Q3 | $10M | Sell |
260,252
-22,568
| -8% | -$875K | 1.73% | 10 |
|
|
2017
Q2 | $10.2M | Sell |
282,820
-988
| -0.3% | -$36.5K | 1.7% | 10 |
|
|
2017
Q1 | $10.2M | Sell |
283,808
-3,280
| -1% | -$108K | 1.36% | 12 |
|
|
2016
Q4 | $8.31M | Buy |
287,088
+19,672
| +7% | +$558K | 1.05% | 12 |
|
|
2016
Q3 | $7.56M | Sell |
267,416
-2,308
| -0.9% | -$61.1K | 1.34% | 12 |
|
|
2016
Q2 | $6.45M | Sell |
269,724
-3,152
| -1% | -$78.3K | 1.56% | 12 |
|
|
2016
Q1 | $7.43M | Sell |
272,876
-72,936
| -21% | -$1.82M | 1.92% | 10 |
|
|
2015
Q4 | $9.1M | Sell |
345,812
-4,360
| -1% | -$125K | 2.23% | 11 |
|
|
2015
Q3 | $9.66M | Sell |
350,172
-344,356
| -50% | -$10.1M | 2.34% | 9 |
|
|
2015
Q2 | $21.8M | Hold |
694,528
| – | – | 2.78% | 3 |
|
|
2015
Q1 | $21.6M | Buy |
694,528
+4,000
| +0.6% | +$121K | 2.45% | 5 |
|
|
2014
Q4 | $19.1M | Sell |
690,528
-280
| -0% | -$7.62K | 1.26% | 13 |
|
|
2014
Q3 | $17.4M | Buy |
690,808
+40
| +0% | +$982 | 1.17% | 14 |
|
|
2014
Q2 | $16M | Sell |
690,768
-16,624
| -2% | -$354K | 1.06% | 17 |
|
|
2014
Q1 | $13.6M | Sell |
707,392
-2,492
| -0.4% | -$47.4K | 0.94% | 22 |
|
|
2013
Q4 | $14.2M | Sell |
709,884
-1,736
| -0.2% | -$32.8K | 1.44% | 20 |
|
|
2013
Q3 | $12.1M | Buy |
711,620
+672
| +0.1% | +$11.1K | 0.87% | 25 |
|
|
2013
Q2 | $10.1M | Buy |
+710,948
| New | +$10.9M | 0.74% | 36 |
|
Other funds holding AAPL
VCM
VPM
Greenwich Wealth Management's AAPL Position: Q1 2026 in Review
Greenwich Wealth Management reduced its Apple (AAPL) stake by 0.54% in Q1 2026, selling an estimated $219K and leaving 154,238 shares worth $39.1M. The position accounts for 1.6% of the portfolio, ranked #7.
Greenwich Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.5M in Q4 2021. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Greenwich Wealth Management held 154,238 shares of Apple worth $39.1M as of Q1 2026.
- Greenwich Wealth Management sold 843 Apple shares in Q1 2026, an estimated $219K.
- Apple made up 1.6% of Greenwich Wealth Management's portfolio in Q1 2026, its #7 holding.
- Greenwich Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Greenwich Wealth Management's Apple position peaked at $62.5M in Q4 2021.
- 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.