MYCIO Wealth Partners’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 | $15.7M | Hold |
61,908
| – | – | 3.13% | 5 |
|
|
2025
Q4 | $16.8M | Buy |
61,908
+21
| +0% | +$5.64K | 3.48% | 5 |
|
|
2025
Q3 | $15.8M | Sell |
61,887
-109
| -0.2% | -$24.6K | 3.65% | 5 |
|
|
2025
Q2 | $12.7M | Buy |
61,996
+1,149
| +2% | +$232K | 2.94% | 5 |
|
|
2025
Q1 | $13.5M | Sell |
60,847
-19
| -0% | -$4.4K | 3.19% | 5 |
|
|
2024
Q4 | $15.2M | Sell |
60,866
-4,861
| -7% | -$1.15M | 3.65% | 4 |
|
|
2024
Q3 | $15.3M | Sell |
65,727
-6
| -0% | -$1.34K | 3.51% | 4 |
|
|
2024
Q2 | $13.8M | Sell |
65,733
-146
| -0.2% | -$27.2K | 3.54% | 4 |
|
|
2024
Q1 | $11.3M | Sell |
65,879
-38
| -0.1% | -$6.91K | 2.85% | 5 |
|
|
2023
Q4 | $12.7M | Sell |
65,917
-4,180
| -6% | -$772K | 3.56% | 3 |
|
|
2023
Q3 | $12M | Buy |
70,097
+8,716
| +14% | +$1.6M | 3.59% | 3 |
|
|
2023
Q2 | $11.9M | Hold |
61,381
| – | – | 3.74% | 3 |
|
|
2023
Q1 | $10.1M | Hold |
61,381
| – | – | 3.55% | 4 |
|
|
2022
Q4 | $7.98M | Hold |
61,381
| – | – | 2.61% | 8 |
|
|
2022
Q3 | $8.48M | Hold |
61,381
| – | – | 3.31% | 4 |
|
|
2022
Q2 | $8.39M | Hold |
61,381
| – | – | 3.1% | 5 |
|
|
2022
Q1 | $10.7M | Hold |
61,381
| – | – | 3.41% | 3 |
|
|
2021
Q4 | $10.9M | Hold |
61,381
| – | – | 3.6% | 3 |
|
|
2021
Q3 | $8.69M | Buy |
61,381
+54,773
| +829% | +$8.06M | 3.19% | 5 |
|
|
2021
Q2 | $905K | Hold |
6,608
| – | – | 0.37% | 19 |
|
|
2021
Q1 | $807K | Hold |
6,608
| – | – | 0.36% | 17 |
|
|
2020
Q4 | $877K | Buy |
+6,608
| New | +$795K | 0.48% | 14 |
|
|
2020
Q3 | – | Sell |
-6,608
| Closed | -$603K | – | 33 |
|
|
2020
Q2 | $603K | Hold |
6,608
| – | – | 0.42% | 14 |
|
|
2020
Q1 | $420K | Sell |
6,608
-414,900
| -98% | -$30.5M | 0.28% | 15 |
|
|
2019
Q4 | $30.9M | Sell |
421,508
-132,792
| -24% | -$8.54M | 2.01% | 14 |
|
|
2019
Q3 | $31M | Sell |
554,300
-8,604
| -2% | -$450K | 2.3% | 12 |
|
|
2019
Q2 | $27.9M | Sell |
562,904
-52,216
| -8% | -$2.54M | 2.19% | 12 |
|
|
2019
Q1 | $29.2M | Sell |
615,120
-16,696
| -3% | -$708K | 2.42% | 11 |
|
|
2018
Q4 | $24.9M | Sell |
631,816
-21,712
| -3% | -$1.05M | 2.32% | 11 |
|
|
2018
Q3 | $36.9M | Sell |
653,528
-24,488
| -4% | -$1.28M | 3.58% | 7 |
|
|
2018
Q2 | $31.4M | Sell |
678,016
-18,592
| -3% | -$843K | 3.24% | 8 |
|
|
2018
Q1 | $29.2M | Buy |
696,608
+57,172
| +9% | +$2.46M | 3.3% | 8 |
|
|
2017
Q4 | $27.1M | Sell |
639,436
-21,520
| -3% | -$899K | 2.92% | 8 |
|
|
2017
Q3 | $25.5M | Buy |
660,956
+1,860
| +0.3% | +$72.2K | 2.89% | 8 |
|
|
2017
Q2 | $23.7M | Sell |
659,096
-83,508
| -11% | -$3.09M | 2.78% | 9 |
|
|
2017
Q1 | $26.7M | Sell |
742,604
-14,476
| -2% | -$477K | 3.27% | 8 |
|
|
2016
Q4 | $21.9M | Buy |
757,080
+86,192
| +13% | +$2.44M | 2.94% | 9 |
|
|
2016
Q3 | $19M | Sell |
670,888
-136,652
| -17% | -$3.62M | 3.13% | 8 |
|
|
2016
Q2 | $19.3M | Buy |
807,540
+110,488
| +16% | +$2.75M | 3.31% | 8 |
|
|
2016
Q1 | $19M | Buy |
697,052
+520
| +0.1% | +$13K | 3.37% | 8 |
|
|
2015
Q4 | $18.3M | Sell |
696,532
-11,848
| -2% | -$339K | 3.27% | 8 |
|
|
2015
Q3 | $19.5M | Buy |
708,380
+3,760
| +0.5% | +$110K | 4% | 7 |
|
|
2015
Q2 | $22.1M | Buy |
704,620
+138,240
| +24% | +$4.42M | 4.29% | 7 |
|
|
2015
Q1 | $17.6M | Buy |
566,380
+2,344
| +0.4% | +$70.8K | 3.59% | 6 |
|
|
2014
Q4 | $15.6M | Buy |
564,036
+70,500
| +14% | +$1.92M | 3.29% | 6 |
|
|
2014
Q3 | $12.4M | Buy |
493,536
+11,588
| +2% | +$284K | 2.91% | 6 |
|
|
2014
Q2 | $11.2M | Buy |
481,948
+209,704
| +77% | +$4.46M | 2.54% | 7 |
|
|
2014
Q1 | $5.22M | Buy |
272,244
+9,072
| +3% | +$173K | 1.27% | 9 |
|
|
2013
Q4 | $5.27M | Buy |
263,172
+8,820
| +3% | +$167K | 1.31% | 8 |
|
|
2013
Q3 | $4.33M | Sell |
254,352
-9,016
| -3% | -$149K | 1.18% | 10 |
|
|
2013
Q2 | $3.73M | Buy |
+263,368
| New | +$4.05M | 1.03% | 13 |
|
Other funds holding AAPL
VCM
VPM
MYCIO Wealth Partners's AAPL Position: Q1 2026 in Review
MYCIO Wealth Partners held its Apple (AAPL) position steady in Q1 2026 at 61,908 shares worth $15.7M. The position accounts for 3.13% of the portfolio, ranked #5.
MYCIO Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $36.9M in Q3 2018. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- MYCIO Wealth Partners held 61,908 shares of Apple worth $15.7M as of Q1 2026.
- MYCIO Wealth Partners left its Apple share count unchanged in Q1 2026.
- Apple made up 3.13% of MYCIO Wealth Partners's portfolio in Q1 2026, its #5 holding.
- MYCIO Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- MYCIO Wealth Partners's Apple position peaked at $36.9M in Q3 2018.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.