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Impact Partnership Wealth’s Apple AAPL Stock Holding History

Impact Partnership Wealth’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 		$12.4M Sell
48,929
-1,780
-4% -$463K 1.53% 16
2025
Q4 		$13.8M Buy
50,709
+2,104
+4% +$565K 1.77% 15
2025
Q3 		$12.4M Buy
48,605
+1,368
+3% +$309K 1.84% 15
2025
Q2 		$9.69M Buy
47,237
+1,925
+4% +$389K 1.79% 15
2025
Q1 		$10.1M Buy
45,312
+865
+2% +$200K 2.15% 11
2024
Q4 		$11.1M Buy
44,447
+3,887
+10% +$916K 2.25% 11
2024
Q3 		$9.45M Sell
40,560
-1,024
-2% -$229K 2.13% 13
2024
Q2 		$8.76M Buy
41,584
+6,218
+18% +$1.16M 2.3% 9
2024
Q1 		$6.06M Buy
35,366
+1,805
+5% +$328K 2.4% 9
2023
Q4 		$6.46M Sell
33,561
-9,342
-22% -$1.72M 2.36% 9
2023
Q3 		$7.35M Buy
42,903
+33,659
+364% +$6.17M 2.29% 10
2023
Q2 		$1.79M Buy
+9,244
New +$1.61M 0.62% 14

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

Impact Partnership Wealth's AAPL Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Apple (AAPL) stake by 3.5% in Q1 2026, selling an estimated $463K and leaving 48,929 shares worth $12.4M. The position accounts for 1.53% of the portfolio, ranked #16.

Impact Partnership Wealth first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Impact Partnership Wealth held 48,929 shares of Apple worth $12.4M as of Q1 2026.
  • Impact Partnership Wealth sold 1,780 Apple shares in Q1 2026, an estimated $463K.
  • Apple made up 1.53% of Impact Partnership Wealth's portfolio in Q1 2026, its #16 holding.
  • Impact Partnership Wealth first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's Apple position peaked at $13.8M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.