NDWM LLC’s Apple AAPL Stock Holding History

NDWM LLC’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	$2.64K	Hold	3,000	–	–	﹤0.01%	38
2025 Q4	$7.29K	Buy	+3,000	New	+$805K	﹤0.01%	34

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NDWM LLC's AAPL Position: Q1 2026 in Review

NDWM LLC reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $15.1K and leaving 3,532 shares worth $896K. The position accounts for 0.58% of the portfolio, ranked #25.

NDWM LLC first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $976K in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NDWM LLC held 3,532 shares of Apple worth $896K as of Q1 2026.
NDWM LLC sold 58 Apple shares in Q1 2026, an estimated $15.1K.
Apple made up 0.58% of NDWM LLC's portfolio in Q1 2026, its #25 holding.
NDWM LLC first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
NDWM LLC's Apple position peaked at $976K in Q4 2025.
6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NDWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.