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New Insight Wealth Advisors’s Apple AAPL Stock Holding History

New Insight 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
2026
Q1 		$4.64M Sell
18,298
-584
-3% -$152K 1.67% 18
2025
Q4 		$5.13M Buy
18,882
+3,468
+22% +$931K 1.83% 17
2025
Q3 		$3.92M Sell
15,414
-2,260
-13% -$511K 1.48% 20
2025
Q2 		$3.63M Sell
17,674
-556
-3% -$112K 1.49% 19
2025
Q1 		$4.05M Sell
18,230
-148
-0.8% -$34.3K 1.84% 15
2024
Q4 		$4.6M Sell
18,378
-352
-2% -$83K 2.31% 13
2024
Q3 		$4.36M Sell
18,730
-1,049
-5% -$234K 2.3% 13
2024
Q2 		$4.17M Buy
19,779
+971
+5% +$181K 2.45% 12
2024
Q1 		$3.23M Sell
18,808
-611
-3% -$111K 2.01% 16
2023
Q4 		$3.74M Buy
+19,419
New +$3.59M 2.52% 15

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

New Insight Wealth Advisors's AAPL Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Apple (AAPL) stake by 3.1% in Q1 2026, selling an estimated $152K and leaving 18,298 shares worth $4.64M. The position accounts for 1.67% of the portfolio, ranked #18.

New Insight Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.13M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • New Insight Wealth Advisors held 18,298 shares of Apple worth $4.64M as of Q1 2026.
  • New Insight Wealth Advisors sold 584 Apple shares in Q1 2026, an estimated $152K.
  • Apple made up 1.67% of New Insight Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • New Insight Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Apple position peaked at $5.13M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.