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Independent Wealth Network’s Apple AAPL Stock Holding History

Independent Wealth Network’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 		$4.99M Buy
19,647
+40
+0.2% +$10.4K 1.48% 11
2025
Q4 		$5.33M Buy
19,607
+26
+0.1% +$6.98K 1.63% 9
2025
Q3 		$4.99M Buy
19,581
+163
+0.8% +$36.8K 1.6% 9
2025
Q2 		$3.98M Sell
19,418
-1,409
-7% -$285K 1.45% 14
2025
Q1 		$4.63M Sell
20,827
-790
-4% -$183K 1.85% 10
2024
Q4 		$5.41M Buy
21,617
+1,280
+6% +$302K 2.2% 6
2024
Q3 		$4.74M Sell
20,337
-497
-2% -$111K 2.09% 7
2024
Q2 		$4.39M Buy
20,834
+170
+0.8% +$31.7K 2.04% 8
2024
Q1 		$3.54M Sell
20,664
-299
-1% -$54.4K 1.66% 12
2023
Q4 		$4.04M Buy
20,963
+1,150
+6% +$212K 2.12% 7
2023
Q3 		$3.39M Buy
19,813
+178
+0.9% +$32.6K 2.09% 10
2023
Q2 		$3.81M Sell
19,635
-1,367
-7% -$238K 2.29% 8
2023
Q1 		$3.46M Buy
21,002
+1,003
+5% +$148K 2.22% 9
2022
Q4 		$2.6M Buy
19,999
+407
+2% +$58.2K 1.78% 12
2022
Q3 		$2.71M Buy
19,592
+187
+1% +$29.4K 2.12% 10
2022
Q2 		$2.65M Sell
19,405
-493
-2% -$74.7K 1.91% 10
2022
Q1 		$3.47M Sell
19,898
-198
-1% -$33.3K 2.21% 10
2021
Q4 		$3.57M Buy
20,096
+2,149
+12% +$340K 2.2% 10
2021
Q3 		$2.72M Buy
+17,947
New +$2.64M 1.78% 11

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 Wealth Network's AAPL Position: Q1 2026 in Review

Independent Wealth Network increased its Apple (AAPL) stake by 0.2% in Q1 2026, buying an estimated $10.4K and bringing the position to 19,647 shares worth $4.99M. The position accounts for 1.48% of the portfolio, ranked #11.

Independent Wealth Network first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q4 2024. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Independent Wealth Network held 19,647 shares of Apple worth $4.99M as of Q1 2026.
  • Independent Wealth Network bought 40 Apple shares in Q1 2026, an estimated $10.4K.
  • Apple made up 1.48% of Independent Wealth Network's portfolio in Q1 2026, its #11 holding.
  • Independent Wealth Network first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Apple position peaked at $5.41M in Q4 2024.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.