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New World Advisors’s Apple AAPL Stock Holding History

New World 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 		$8.33M Sell
32,838
-2,666
-8% -$694K 1.47% 3
2025
Q4 		$9.65M Buy
35,504
+1,898
+6% +$510K 1.65% 3
2025
Q3 		$8.56M Buy
33,606
+3,001
+10% +$678K 1.57% 3
2025
Q2 		$6.28M Buy
30,605
+3,773
+14% +$762K 1.34% 4
2025
Q1 		$5.96M Buy
26,832
+593
+2% +$137K 1.35% 4
2024
Q4 		$6.57M Buy
26,239
+592
+2% +$140K 1.58% 3
2024
Q3 		$5.98M Buy
25,647
+2,519
+11% +$563K 1.56% 3
2024
Q2 		$4.87M Sell
23,128
-623
-3% -$116K 1.36% 3
2024
Q1 		$4.07M Sell
23,751
-682
-3% -$124K 1.19% 3
2023
Q4 		$4.7M Sell
24,433
-865
-3% -$160K 1.44% 4
2023
Q3 		$4.33M Sell
25,298
-406
-2% -$74.5K 1.51% 4
2023
Q2 		$4.99M Sell
25,704
-534
-2% -$93K 1.76% 3
2023
Q1 		$4.33M Buy
26,238
+419
+2% +$61.8K 1.66% 4
2022
Q4 		$3.35M Sell
25,819
-100
-0.4% -$14.3K 1.14% 6
2022
Q3 		$3.58M Buy
25,919
+4
+0% +$628 1.7% 4
2022
Q2 		$3.77M Sell
25,915
-157
-0.6% -$23.8K 2.03% 5
2022
Q1 		$4.34M Sell
26,072
-149
-0.6% -$25.1K 2.27% 3
2021
Q4 		$4.66M Buy
26,221
+2,701
+11% +$427K 2.14% 5
2021
Q3 		$3.5M Sell
23,520
-1,196
-5% -$176K 1.61% 5
2021
Q2 		$3.38M Buy
24,716
+531
+2% +$68.8K 2.27% 9
2021
Q1 		$2.95M Buy
24,185
+2,139
+10% +$275K 1.62% 3
2020
Q4 		$2.55M Hold
22,046
– – 1.65% 3
2020
Q3 		$2.5M Sell
22,046
-710
-3% -$77.5K 1.59% 3
2020
Q2 		$2.59M Sell
22,756
-1,372
-6% -$106K 1.76% 3
2020
Q1 		$1.77M Hold
24,128
– – 1.09% 3
2019
Q4 		$1.77M Buy
24,128
+4
+0% +$257 1.09% 3
2019
Q3 		$1.35M Sell
24,124
-796
-3% -$41.6K 0.92% 3
2019
Q2 		$1.23M Buy
24,920
+1,744
+8% +$85K 0.89% 4
2019
Q1 		$1.1M Buy
23,176
+10,000
+76% +$424K 0.78% 4
2018
Q4 		$520K Buy
+13,176
New +$639K 0.43% 4

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 World Advisors's AAPL Position: Q1 2026 in Review

New World Advisors reduced its Apple (AAPL) stake by 7.5% in Q1 2026, selling an estimated $694K and leaving 32,838 shares worth $8.33M. The position accounts for 1.47% of the portfolio, ranked #3.

New World Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.65M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • New World Advisors held 32,838 shares of Apple worth $8.33M as of Q1 2026.
  • New World Advisors sold 2,666 Apple shares in Q1 2026, an estimated $694K.
  • Apple made up 1.47% of New World Advisors's portfolio in Q1 2026, its #3 holding.
  • New World Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • New World Advisors's Apple position peaked at $9.65M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.