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Independent Solutions Wealth Management’s Apple AAPL Stock Holding History

Independent Solutions Wealth Management’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 		$21.6M Buy
85,096
+3,317
+4% +$863K 3.18% 2
2025
Q4 		$22.2M Sell
81,779
-1,083
-1% -$291K 4.08% 1
2025
Q3 		$21.1M Buy
82,862
+2,442
+3% +$552K 3.75% 2
2025
Q2 		$16.5M Buy
80,420
+17,423
+28% +$3.52M 3.22% 3
2025
Q1 		$14M Sell
62,997
-1,352
-2% -$313K 3.13% 4
2024
Q4 		$16.1M Sell
64,349
-830
-1% -$196K 3.52% 3
2024
Q3 		$15.2M Sell
65,179
-2,247
-3% -$502K 3.43% 4
2024
Q2 		$14.2M Sell
67,426
-2,435
-3% -$454K 3.25% 5
2024
Q1 		$12M Buy
69,861
+857
+1% +$156K 2.84% 6
2023
Q4 		$13.3M Buy
69,004
+5,177
+8% +$956K 3.41% 5
2023
Q3 		$10.9M Sell
63,827
-1,660
-3% -$304K 2.84% 7
2023
Q2 		$12.7M Sell
65,487
-643
-1% -$112K 3.2% 6
2023
Q1 		$10.9M Sell
66,130
-275
-0.4% -$40.6K 3.21% 6
2022
Q4 		$8.63M Sell
66,405
-2,806
-4% -$401K 2.63% 9
2022
Q3 		$9.56M Sell
69,211
-34
-0% -$5.34K 3.14% 6
2022
Q2 		$9.47M Sell
69,245
-5,239
-7% -$793K 2.95% 8
2022
Q1 		$13M Sell
74,484
-1,785
-2% -$300K 3.06% 6
2021
Q4 		$13.5M Sell
76,269
-3,066
-4% -$485K 3.19% 5
2021
Q3 		$11.2M Sell
79,335
-1,012
-1% -$149K 2.78% 8
2021
Q2 		$11M Buy
80,347
+3,125
+4% +$405K 2.67% 8
2021
Q1 		$9.43M Buy
77,222
+884
+1% +$113K 2.59% 10
2020
Q4 		$10.1M Buy
76,338
+637
+0.8% +$76.6K 3.16% 7
2020
Q3 		$8.77M Buy
75,701
+3,141
+4% +$343K 3.34% 6
2020
Q2 		$6.62M Buy
72,560
+4,616
+7% +$358K 2.83% 9
2020
Q1 		$4.32M Sell
67,944
-8,012
-11% -$589K 2.39% 11
2019
Q4 		$5.58M Buy
+75,956
New +$4.89M 2.47% 9

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

Independent Solutions Wealth Management's AAPL Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Apple (AAPL) stake by 4.1% in Q1 2026, buying an estimated $863K and bringing the position to 85,096 shares worth $21.6M. The position accounts for 3.18% of the portfolio, ranked #2.

Independent Solutions Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Independent Solutions Wealth Management held 85,096 shares of Apple worth $21.6M as of Q1 2026.
  • Independent Solutions Wealth Management bought 3,317 Apple shares in Q1 2026, an estimated $863K.
  • Apple made up 3.18% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Independent Solutions Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Apple position peaked at $22.2M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.