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Institute for Wealth Management’s Apple AAPL Stock Holding History

Institute for 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 		– Sell
-300
Closed -$81.6K – 543
2025
Q4 		$81.6K Buy
+300
New +$80.5K 0.01% 536

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

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.