Institute for Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.3M | Sell |
119,375
-3,142
| -3% | -$818K | 3.23% | 2 |
|
|
2025
Q4 | $33.3M | Sell |
122,517
-1,738
| -1% | -$467K | 3.53% | 2 |
|
|
2025
Q3 | $31.6M | Sell |
124,255
-1,513
| -1% | -$342K | 3.3% | 2 |
|
|
2025
Q2 | $25.8M | Sell |
125,768
-1,908
| -1% | -$385K | 2.88% | 2 |
|
|
2025
Q1 | $28.4M | Buy |
127,676
+906
| +0.7% | +$210K | 3.64% | 2 |
|
|
2024
Q4 | $31.7M | Sell |
126,770
-1,135
| -0.9% | -$267K | 3.98% | 2 |
|
|
2024
Q3 | $29.8M | Sell |
127,905
-477
| -0.4% | -$107K | 3.76% | 2 |
|
|
2024
Q2 | $27M | Buy |
128,382
+3,476
| +3% | +$648K | 3.62% | 2 |
|
|
2024
Q1 | $21.4M | Buy |
124,906
+2,246
| +2% | +$408K | 2.76% | 3 |
|
|
2023
Q4 | $23.6M | Sell |
122,660
-2,830
| -2% | -$523K | 3.83% | 2 |
|
|
2023
Q3 | $21.5M | Sell |
125,490
-2,021
| -2% | -$371K | 3.87% | 2 |
|
|
2023
Q2 | $24.7M | Sell |
127,511
-915
| -0.7% | -$159K | 4.17% | 2 |
|
|
2023
Q1 | $21.2M | Sell |
128,426
-1,681
| -1% | -$248K | 4.04% | 2 |
|
|
2022
Q4 | $16.9M | Sell |
130,107
-4,274
| -3% | -$611K | 3.55% | 1 |
|
|
2022
Q3 | $18.6M | Sell |
134,381
-592
| -0.4% | -$92.9K | 4.17% | 1 |
|
|
2022
Q2 | $18.5M | Sell |
134,973
-982
| -0.7% | -$149K | 3.62% | 1 |
|
|
2022
Q1 | $23.7M | Sell |
135,955
-587
| -0.4% | -$98.7K | 3.84% | 1 |
|
|
2021
Q4 | $24.2M | Sell |
136,542
-779
| -0.6% | -$123K | 3.95% | 1 |
|
|
2021
Q3 | $19.4M | Sell |
137,321
-912
| -0.7% | -$134K | 3.41% | 1 |
|
|
2021
Q2 | $18.9M | Buy |
138,233
+1,728
| +1% | +$224K | 3.32% | 1 |
|
|
2021
Q1 | $16.7M | Buy |
136,505
+525
| +0.4% | +$67.4K | 3.17% | 1 |
|
|
2020
Q4 | $18M | Buy |
135,980
+285
| +0.2% | +$34.3K | 3.59% | 1 |
|
|
2020
Q3 | $15.7M | Sell |
135,695
-4,789
| -3% | -$523K | 3.59% | 1 |
|
|
2020
Q2 | $12.8M | Buy |
140,484
+3,952
| +3% | +$306K | 3.14% | 1 |
|
|
2020
Q1 | $8.68M | Sell |
136,532
-3,344
| -2% | -$246K | 2.68% | 2 |
|
|
2019
Q4 | $10.3M | Sell |
139,876
-1,128
| -0.8% | -$72.6K | 2.32% | 1 |
|
|
2019
Q3 | $7.89M | Sell |
141,004
-44,176
| -24% | -$2.31M | 1.99% | 2 |
|
|
2019
Q2 | $9.16M | Sell |
185,180
-688,364
| -79% | -$33.5M | 2.03% | 2 |
|
|
2019
Q1 | $19.2M | Buy |
873,544
+656,324
| +302% | +$27.8M | 4.18% | 1 |
|
|
2018
Q4 | $8.57M | Buy |
217,220
+664
| +0.3% | +$32.2K | 3.52% | 1 |
|
|
2018
Q3 | $11.9M | Sell |
216,556
-3,764
| -2% | -$196K | 4.03% | 1 |
|
|
2018
Q2 | $10.2M | Sell |
220,320
-420
| -0.2% | -$19K | 3.25% | 2 |
|
|
2018
Q1 | $9.13M | Sell |
220,740
-32,312
| -13% | -$1.39M | 2.69% | 2 |
|
|
2017
Q4 | $10.7M | Buy |
253,052
+20,560
| +9% | +$859K | 2.48% | 3 |
|
|
2017
Q3 | $8.95M | Buy |
232,492
+15,244
| +7% | +$591K | 2.91% | 2 |
|
|
2017
Q2 | $7.8M | Buy |
+217,248
| New | +$8.03M | 2.15% | 2 |
|
|
2013
Q3 | – | Sell |
-280
| Closed | -$4K | – | 68 |
|
|
2013
Q2 | $4K | Buy |
+280
| New | +$4.31K | ﹤0.01% | 99 |
|
Other funds holding AAPL
VCM
VPM
Institute for Wealth Management's AAPL Position: Q1 2026 in Review
Institute for Wealth Management reduced its Apple (AAPL) stake by 2.6% in Q1 2026, selling an estimated $818K and leaving 119,375 shares worth $30.3M. The position accounts for 3.23% of the portfolio, ranked #2.
Institute for Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 37 quarters since. The position peaked at $33.3M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Institute for Wealth Management held 119,375 shares of Apple worth $30.3M as of Q1 2026.
- Institute for Wealth Management sold 3,142 Apple shares in Q1 2026, an estimated $818K.
- Apple made up 3.23% of Institute for Wealth Management's portfolio in Q1 2026, its #2 holding.
- Institute for Wealth Management first reported a position in Apple in Q2 2013 and has held it in 37 quarters since.
- Institute for Wealth Management's Apple position peaked at $33.3M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.