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ICW Investment Advisors’s Apple AAPL Stock Holding History

ICW Investment 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 		$7.13M Buy
28,102
+431
+2% +$112K 2.58% 1
2025
Q4 		$7.52M Buy
27,671
+172
+0.6% +$46.2K 2.74% 2
2025
Q3 		$7M Buy
27,499
+1,721
+7% +$389K 2.52% 2
2025
Q2 		$5.29M Buy
25,778
+558
+2% +$113K 2.09% 5
2025
Q1 		$5.6M Buy
25,220
+197
+0.8% +$45.6K 2.28% 3
2024
Q4 		$6.27M Sell
25,023
-67
-0.3% -$15.8K 2.62% 2
2024
Q3 		$5.85M Sell
25,090
-214
-0.8% -$47.8K 2.43% 2
2024
Q2 		$5.33M Sell
25,304
-458
-2% -$85.4K 2.42% 3
2024
Q1 		$4.42M Sell
25,762
-70
-0.3% -$12.7K 1.96% 9
2023
Q4 		$4.97M Buy
25,832
+103
+0.4% +$19K 2.42% 2
2023
Q3 		$4.4M Buy
25,729
+2,178
+9% +$399K 2.37% 2
2023
Q2 		$4.57M Buy
23,551
+14
+0.1% +$2.44K 2.45% 2
2023
Q1 		$3.88M Buy
23,537
+883
+4% +$130K 2.2% 2
2022
Q4 		$2.94M Sell
22,654
-325
-1% -$46.4K 1.77% 10
2022
Q3 		$3.18M Sell
22,979
-86
-0.4% -$13.5K 2.13% 2
2022
Q2 		$3.15M Sell
23,065
-110
-0.5% -$16.7K 2.01% 4
2022
Q1 		$4.05M Sell
23,175
-455
-2% -$76.5K 2.33% 2
2021
Q4 		$4.2M Sell
23,630
-165
-0.7% -$26.1K 2.34% 2
2021
Q3 		$3.37M Sell
23,795
-69
-0.3% -$10.2K 2.17% 4
2021
Q2 		$3.27M Sell
23,864
-91
-0.4% -$11.8K 2.13% 4
2021
Q1 		$2.93M Sell
23,955
-319
-1% -$40.9K 2.01% 5
2020
Q4 		$3.25M Sell
24,274
-381
-2% -$45.8K 2.32% 4
2020
Q3 		$2.85M Sell
24,655
-201
-0.8% -$21.9K 2.14% 4
2020
Q2 		$2.27M Sell
24,856
-488
-2% -$37.8K 1.84% 7
2020
Q1 		$1.61M Sell
25,344
-444
-2% -$32.7K 1.53% 10
2019
Q4 		$1.89M Buy
+25,788
New +$1.66M 1.54% 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

ICW Investment Advisors's AAPL Position: Q1 2026 in Review

ICW Investment Advisors increased its Apple (AAPL) stake by 1.6% in Q1 2026, buying an estimated $112K and bringing the position to 28,102 shares worth $7.13M. The position accounts for 2.58% of the portfolio, ranked #1.

ICW Investment Advisors first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.52M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • ICW Investment Advisors held 28,102 shares of Apple worth $7.13M as of Q1 2026.
  • ICW Investment Advisors bought 431 Apple shares in Q1 2026, an estimated $112K.
  • Apple made up 2.58% of ICW Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • ICW Investment Advisors first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • ICW Investment Advisors's Apple position peaked at $7.52M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.