MA Private Wealth’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 | $4.65M | Buy |
18,313
+1,232
| +7% | +$321K | 0.79% | 27 |
|
|
2025
Q4 | $4.64M | Sell |
17,081
-170
| -1% | -$45.6K | 0.77% | 27 |
|
|
2025
Q3 | $4.39M | Sell |
17,251
-130
| -0.7% | -$29.4K | 0.74% | 25 |
|
|
2025
Q2 | $3.57M | Buy |
17,381
+78
| +0.5% | +$15.8K | 0.64% | 25 |
|
|
2025
Q1 | $3.84M | Buy |
17,303
+3,159
| +22% | +$732K | 0.72% | 22 |
|
|
2024
Q4 | $3.54M | Buy |
14,144
+364
| +3% | +$85.8K | 0.66% | 24 |
|
|
2024
Q3 | $3.21M | Buy |
13,780
+24
| +0.2% | +$5.36K | 0.6% | 24 |
|
|
2024
Q2 | $2.9M | Sell |
13,756
-358
| -3% | -$66.8K | 0.57% | 25 |
|
|
2024
Q1 | $2.42M | Buy |
14,114
+28
| +0.2% | +$5.09K | 0.49% | 28 |
|
|
2023
Q4 | $2.71M | Buy |
14,086
+1,501
| +12% | +$277K | 0.58% | 27 |
|
|
2023
Q3 | $2.15M | Sell |
12,585
-1,819
| -13% | -$334K | 0.51% | 28 |
|
|
2023
Q2 | $2.79M | Buy |
14,404
+3,727
| +35% | +$649K | 0.65% | 27 |
|
|
2023
Q1 | $1.76M | Sell |
10,677
-51,187
| -83% | -$7.55M | 0.43% | 30 |
|
|
2022
Q4 | $8.04M | Buy |
61,864
+64
| +0.1% | +$9.15K | 1.94% | 16 |
|
|
2022
Q3 | $9.24M | Sell |
61,800
-724
| -1% | -$114K | 2.3% | 12 |
|
|
2022
Q2 | $9.1M | Sell |
62,524
-3,625
| -5% | -$549K | 2.22% | 12 |
|
|
2022
Q1 | $11.6M | Buy |
66,149
+709
| +1% | +$119K | 2.11% | 16 |
|
|
2021
Q4 | $11.6M | Sell |
65,440
-5,773
| -8% | -$912K | 2.09% | 14 |
|
|
2021
Q3 | $10.1M | Buy |
71,213
+84
| +0.1% | +$12.4K | 1.98% | 16 |
|
|
2021
Q2 | $9.74M | Sell |
71,129
-344
| -0.5% | -$44.6K | 1.94% | 18 |
|
|
2021
Q1 | $8.73M | Buy |
71,473
+56,766
| +386% | +$7.29M | 1.82% | 18 |
|
|
2020
Q4 | $1.95M | Sell |
14,707
-47,320
| -76% | -$5.69M | 0.45% | 34 |
|
|
2020
Q3 | $7.18M | Sell |
62,027
-113
| -0.2% | -$12.3K | 1.69% | 20 |
|
|
2020
Q2 | $5.67M | Sell |
62,140
-228
| -0.4% | -$17.7K | 1.42% | 21 |
|
|
2020
Q1 | $3.96M | Buy |
+62,368
| New | +$4.59M | 1.17% | 21 |
|
|
2019
Q4 | – | Sell |
-64,584
| Closed | -$3.62M | – | 74 |
|
|
2019
Q3 | $3.62M | Buy |
64,584
+48
| +0.1% | +$2.51K | 1.02% | 21 |
|
|
2019
Q2 | $3.19M | Buy |
64,536
+224
| +0.3% | +$10.9K | 0.93% | 25 |
|
|
2019
Q1 | $3.05M | Sell |
64,312
-356
| -0.6% | -$15.1K | 0.97% | 25 |
|
|
2018
Q4 | $2.55M | Buy |
+64,668
| New | +$3.14M | 0.97% | 28 |
|
Other funds holding AAPL
VCM
VPM
MA Private Wealth's AAPL Position: Q1 2026 in Review
MA Private Wealth increased its Apple (AAPL) stake by 7.2% in Q1 2026, buying an estimated $321K and bringing the position to 18,313 shares worth $4.65M. The position accounts for 0.79% of the portfolio, ranked #27.
MA Private Wealth first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.6M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- MA Private Wealth held 18,313 shares of Apple worth $4.65M as of Q1 2026.
- MA Private Wealth bought 1,232 Apple shares in Q1 2026, an estimated $321K.
- Apple made up 0.79% of MA Private Wealth's portfolio in Q1 2026, its #27 holding.
- MA Private Wealth first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
- MA Private Wealth's Apple position peaked at $11.6M in Q4 2021.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.