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Laidlaw Wealth Management’s Apple AAPL Stock Holding History

Laidlaw 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 		$3.36M Hold
13,257
– – 11.68% 1
2025
Q4 		$3.6M Sell
13,257
-148
-1% -$39.7K 11.16% 1
2025
Q3 		$3.41M Buy
13,405
+35
+0.3% +$7.91K 8.13% 3
2025
Q2 		$2.74M Sell
13,370
-2,117
-14% -$428K 7.91% 3
2025
Q1 		$3.44M Sell
15,487
-24,402
-61% -$5.65M 10.13% 1
2024
Q4 		$9.99M Buy
39,889
+642
+2% +$151K 4.35% 2
2024
Q3 		$9.14M Buy
39,247
+9,598
+32% +$2.14M 4.52% 1
2024
Q2 		$6.24M Sell
29,649
-6,554
-18% -$1.22M 3.43% 3
2024
Q1 		$6.21M Sell
36,203
-90,886
-72% -$16.5M 3.46% 2
2023
Q4 		$24.5M Sell
127,089
-14,755
-10% -$2.72M 8.89% 1
2023
Q3 		$24.3M Sell
141,844
-56,800
-29% -$10.4M 8.03% 1
2023
Q2 		$38.5M Sell
198,644
-6,661
-3% -$1.16M 7.54% 1
2023
Q1 		$33.9M Sell
205,305
-122
-0.1% -$18K 6.91% 1
2022
Q4 		$26.7M Sell
205,427
-5,747
-3% -$821K 5.72% 1
2022
Q3 		$29.2M Sell
211,174
-13,362
-6% -$2.1M 6.82% 1
2022
Q2 		$30.7M Buy
224,536
+566
+0.3% +$85.7K 6.26% 1
2022
Q1 		$39.1M Sell
223,970
-3,380
-1% -$568K 6.53% 1
2021
Q4 		$40.4M Sell
227,350
-4,583
-2% -$724K 6.45% 1
2021
Q3 		$32.8M Buy
231,933
+5,127
+2% +$755K 8.41% 1
2021
Q2 		$31.1M Buy
226,806
+7,756
+4% +$1M 8.01% 1
2021
Q1 		$26.8M Sell
219,050
-10,977
-5% -$1.41M 9.14% 1
2020
Q4 		$30.5M Buy
230,027
+84,114
+58% +$10.1M 6.43% 1
2020
Q3 		$16.9M Sell
145,913
-1,587
-1% -$173K 7.5% 1
2020
Q2 		$13.5M Buy
147,500
+5,420
+4% +$420K 7.02% 1
2020
Q1 		$9.03M Sell
142,080
-344
-0.2% -$25.3K 5.92% 1
2019
Q4 		$10.5M Buy
+142,424
New +$9.16M 6.61% 1

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

Laidlaw Wealth Management's AAPL Position: Q1 2026 in Review

Laidlaw Wealth Management held its Apple (AAPL) position steady in Q1 2026 at 13,257 shares worth $3.36M. The position accounts for 11.68% of the portfolio, ranked #1.

Laidlaw Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $40.4M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Laidlaw Wealth Management held 13,257 shares of Apple worth $3.36M as of Q1 2026.
  • Laidlaw Wealth Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 11.68% of Laidlaw Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Laidlaw Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Laidlaw Wealth Management's Apple position peaked at $40.4M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.