IWA
AAPL icon

Icon Wealth Advisors’s Apple AAPL Stock Holding History

Icon 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
2026
Q1 		$29.7M Sell
109,914
-17,385
-14% -$4.52M 1.93% 14
2025
Q4 		$34.6M Buy
127,299
+7,855
+7% +$2.11M 2.3% 11
2025
Q3 		$30.4M Sell
119,444
-2,352
-2% -$531K 2.06% 13
2025
Q2 		$25M Buy
121,796
+7,702
+7% +$1.56M 1.78% 13
2025
Q1 		$25.3M Sell
114,094
-11,643
-9% -$2.7M 2.08% 10
2024
Q4 		$31.5M Buy
125,737
+2,250
+2% +$530K 2.59% 9
2024
Q3 		$28.8M Buy
123,487
+2,333
+2% +$521K 2.4% 10
2024
Q2 		$26.9M Buy
121,154
+43,051
+55% +$8.03M 2.39% 10
2024
Q1 		$13.4M Buy
78,103
+17,251
+28% +$3.14M 1.24% 19
2023
Q4 		$11.7M Buy
+60,852
New +$11.2M 1.22% 16
2022
Q4 		$10.2M Sell
78,835
-6,231
-7% -$890K 1.18% 15
2022
Q3 		$11.8M Buy
+85,066
New +$13.4M 1.43% 13

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

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

Icon Wealth Advisors reduced its Apple (AAPL) stake by 14% in Q1 2026, selling an estimated $4.52M and leaving 109,914 shares worth $29.7M. The position accounts for 1.93% of the portfolio, ranked #14.

Icon Wealth Advisors first reported a position in AAPL in Q3 2022 and has held it in 12 quarters since. The position peaked at $34.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Icon Wealth Advisors held 109,914 shares of Apple worth $29.7M as of Q1 2026.
  • Icon Wealth Advisors sold 17,385 Apple shares in Q1 2026, an estimated $4.52M.
  • Apple made up 1.93% of Icon Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Icon Wealth Advisors first reported a position in Apple in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Apple position peaked at $34.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.