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Navis Wealth Advisors’s Apple AAPL Stock Holding History

Navis Wealth Advisors’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
2021
Q2 		– Sell
-5,000
Closed -$611K – 105
2021
Q1 		$611K Buy
+5,000
New +$642K 0.47% 49

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

Navis Wealth Advisors's AAPL Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Apple (AAPL) stake by 16% in Q1 2026, selling an estimated $148K and leaving 2,965 shares worth $752K. The position accounts for 0.38% of the portfolio, ranked #70.

Navis Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 17 quarters since. The position peaked at $961K in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Navis Wealth Advisors held 2,965 shares of Apple worth $752K as of Q1 2026.
  • Navis Wealth Advisors sold 570 Apple shares in Q1 2026, an estimated $148K.
  • Apple made up 0.38% of Navis Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Navis Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 17 quarters since.
  • Navis Wealth Advisors's Apple position peaked at $961K in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.