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Inlet Private Wealth’s Apple AAPL Stock Holding History

Inlet Private 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 		$18.6M Sell
73,431
-8,500
-10% -$2.21M 4.76% 1
2025
Q4 		$22.3M Sell
81,931
-2,658
-3% -$714K 5.17% 1
2025
Q3 		$21.5M Buy
84,589
+404
+0.5% +$91.3K 4.86% 1
2025
Q2 		$17.3M Sell
84,185
-50
-0.1% -$10.1K 4.24% 2
2025
Q1 		$18.7M Sell
84,235
-850
-1% -$197K 4.86% 1
2024
Q4 		$21.3M Sell
85,085
-4,502
-5% -$1.06M 5.64% 1
2024
Q3 		$20.9M Sell
89,587
-266
-0.3% -$59.4K 5.3% 1
2024
Q2 		$18.9M Buy
89,853
+144
+0.2% +$26.9K 5.18% 1
2024
Q1 		$15.4M Hold
89,709
– – 4.3% 2
2023
Q4 		$17.3M Sell
89,709
-2,072
-2% -$383K 5.29% 1
2023
Q3 		$15.7M Sell
91,781
-35,197
-28% -$6.45M 5.17% 1
2023
Q2 		$24.6M Sell
126,978
-4,660
-4% -$812K 6.21% 2
2023
Q1 		$21.7M Sell
131,638
-1,923
-1% -$284K 5.65% 2
2022
Q4 		$17.4M Sell
133,561
-887
-0.7% -$127K 4.46% 2
2022
Q3 		$18.6M Sell
134,448
-762
-0.6% -$120K 5.54% 2
2022
Q2 		$18.5M Sell
135,210
-196
-0.1% -$29.7K 5.28% 2
2022
Q1 		$23.6M Sell
135,406
-3,456
-2% -$581K 5.91% 2
2021
Q4 		$24.7M Sell
138,862
-392
-0.3% -$62K 5.98% 2
2021
Q3 		$19.7M Sell
139,254
-100
-0.1% -$14.7K 5.28% 2
2021
Q2 		$19.1M Buy
139,354
+39
+0% +$5.05K 5% 2
2021
Q1 		$17M Sell
139,315
-366
-0.3% -$47K 4.87% 2
2020
Q4 		$18.5M Sell
139,681
-915
-0.7% -$110K 6.06% 2
2020
Q3 		$16.3M Sell
140,596
-6,412
-4% -$700K 6.35% 1
2020
Q2 		$13.4M Buy
147,008
+2,904
+2% +$225K 5.35% 2
2020
Q1 		$9.16M Sell
144,104
-1,684
-1% -$124K 4.25% 2
2019
Q4 		$10.7M Sell
145,788
-1,108
-0.8% -$71.3K 3.54% 2
2019
Q3 		$8.22M Buy
146,896
+2,756
+2% +$144K 3.05% 2
2019
Q2 		$7.33M Buy
144,140
+17,460
+14% +$851K 2.63% 3
2019
Q1 		$6.02M Buy
126,680
+33,656
+36% +$1.43M 2.42% 3
2018
Q4 		$3.67M Buy
+93,024
New +$4.51M 1.97% 6

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

Inlet Private Wealth's AAPL Position: Q1 2026 in Review

Inlet Private Wealth reduced its Apple (AAPL) stake by 10% in Q1 2026, selling an estimated $2.21M and leaving 73,431 shares worth $18.6M. The position accounts for 4.76% of the portfolio, ranked #1.

Inlet Private Wealth first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $24.7M in Q4 2021. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Inlet Private Wealth held 73,431 shares of Apple worth $18.6M as of Q1 2026.
  • Inlet Private Wealth sold 8,500 Apple shares in Q1 2026, an estimated $2.21M.
  • Apple made up 4.76% of Inlet Private Wealth's portfolio in Q1 2026, its #1 holding.
  • Inlet Private Wealth first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Apple position peaked at $24.7M in Q4 2021.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.