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IAG Wealth Partners’s Apple AAPL Stock Holding History

IAG Wealth Partners’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 		$1.49M Sell
5,862
-46
-0.8% -$12K 0.17% 64
2025
Q4 		$1.61M Sell
5,908
-976
-14% -$262K 0.19% 60
2025
Q3 		$1.75M Sell
6,884
-210
-3% -$47.4K 0.21% 57
2025
Q2 		$1.46M Buy
7,094
+222
+3% +$44.8K 0.19% 58
2025
Q1 		$1.53M Sell
6,872
-4
-0.1% -$927 0.24% 51
2024
Q4 		$1.72M Buy
6,876
+190
+3% +$44.8K 0.3% 46
2024
Q3 		$1.56M Buy
6,686
+57
+0.9% +$12.7K 0.29% 48
2024
Q2 		$1.4M Buy
6,629
+87
+1% +$16.2K 0.28% 44
2024
Q1 		$1.12M Buy
6,542
+337
+5% +$61.3K 0.24% 49
2023
Q4 		$1.19M Sell
6,205
-72
-1% -$13.3K 0.27% 45
2023
Q3 		$1.07M Buy
6,277
+155
+3% +$28.4K 0.3% 39
2023
Q2 		$1.19M Sell
6,122
-718
-10% -$125K 0.31% 40
2023
Q1 		$1.13M Buy
6,840
+1,001
+17% +$148K 0.31% 40
2022
Q4 		$759K Sell
5,839
-104
-2% -$14.9K 0.22% 45
2022
Q3 		$821K Buy
5,943
+715
+14% +$112K 0.27% 44
2022
Q2 		$715K Sell
5,228
-5
-0.1% -$757 0.23% 42
2022
Q1 		$914K Buy
5,233
+513
+11% +$86.3K 0.29% 40
2021
Q4 		$838K Sell
4,720
-53
-1% -$8.38K 0.27% 36
2021
Q3 		$676K Sell
4,773
-860
-15% -$127K 0.24% 36
2021
Q2 		$772K Sell
5,633
-27
-0.5% -$3.5K 0.28% 34
2021
Q1 		$692K Buy
5,660
+41
+0.7% +$5.26K 0.26% 34
2020
Q4 		$746K Buy
5,619
+811
+17% +$97.5K 0.3% 34
2020
Q3 		$557K Buy
4,808
+236
+5% +$25.8K 0.26% 34
2020
Q2 		$417K Sell
4,572
-140
-3% -$10.8K 0.2% 36
2020
Q1 		$300K Buy
4,712
+232
+5% +$17.1K 0.2% 41
2019
Q4 		$329K Buy
+4,480
New +$288K 0.21% 36

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

IAG Wealth Partners's AAPL Position: Q1 2026 in Review

IAG Wealth Partners reduced its Apple (AAPL) stake by 0.78% in Q1 2026, selling an estimated $12K and leaving 5,862 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #64.

IAG Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.75M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IAG Wealth Partners held 5,862 shares of Apple worth $1.49M as of Q1 2026.
  • IAG Wealth Partners sold 46 Apple shares in Q1 2026, an estimated $12K.
  • Apple made up 0.17% of IAG Wealth Partners's portfolio in Q1 2026, its #64 holding.
  • IAG Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Apple position peaked at $1.75M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.