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Naviter Wealth’s Apple AAPL Stock Holding History

Naviter Wealth’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 		$26.1M Buy
102,986
+3,451
+3% +$898K 3.26% 5
2025
Q4 		$27.1M Sell
99,535
-10,817
-10% -$2.9M 3.53% 4
2025
Q3 		$28.1M Buy
110,352
+5,650
+5% +$1.28M 3.27% 5
2025
Q2 		$21.5M Sell
104,702
-14,380
-12% -$2.9M 2.65% 6
2025
Q1 		$25.9M Sell
119,082
-2,706
-2% -$627K 3.15% 3
2024
Q4 		$30.5M Buy
121,788
+18,929
+18% +$4.46M 3.68% 3
2024
Q3 		$24M Sell
102,859
-1,184
-1% -$264K 3.34% 3
2024
Q2 		$21.9M Buy
104,043
+12,955
+14% +$2.42M 3.27% 4
2024
Q1 		$15.6M Buy
91,088
+18,441
+25% +$3.35M 2.56% 7
2023
Q4 		$14M Buy
72,647
+12,647
+21% +$2.34M 2.81% 6
2023
Q3 		$10.3M Buy
60,000
+184
+0.3% +$33.7K 2.48% 8
2023
Q2 		$11.6M Buy
59,816
+10,646
+22% +$1.86M 2.95% 6
2023
Q1 		$8.11M Sell
49,170
-10,558
-18% -$1.56M 2.84% 7
2022
Q4 		$8.51M Buy
59,728
+10,715
+22% +$1.53M 2.34% 9
2022
Q3 		$6.77M Sell
49,013
-1,843
-4% -$289K 2.76% 8
2022
Q2 		$6.95M Buy
50,856
+46,300
+1,016% +$7.01M 2.85% 7
2022
Q1 		$796K Sell
4,556
-35
-0.8% -$5.89K 0.27% 58
2021
Q4 		$815K Buy
+4,591
New +$726K 0.24% 62

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

Naviter Wealth's AAPL Position: Q1 2026 in Review

Naviter Wealth increased its Apple (AAPL) stake by 3.5% in Q1 2026, buying an estimated $898K and bringing the position to 102,986 shares worth $26.1M. The position accounts for 3.26% of the portfolio, ranked #5.

Naviter Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.5M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Naviter Wealth held 102,986 shares of Apple worth $26.1M as of Q1 2026.
  • Naviter Wealth bought 3,451 Apple shares in Q1 2026, an estimated $898K.
  • Apple made up 3.26% of Naviter Wealth's portfolio in Q1 2026, its #5 holding.
  • Naviter Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Apple position peaked at $30.5M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.