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NewEdge Advisors’s Apple AAPL Stock Holding History

NewEdge 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 		$854M Sell
3,365,597
-66,699
-2% -$17.4M 3.09% 1
2025
Q4 		$933M Buy
3,432,296
+1,013,142
+42% +$272M 3.39% 1
2025
Q3 		$603M Sell
2,419,154
-103,933
-4% -$23.5M 2.74% 1
2025
Q2 		$506M Buy
2,523,087
+106,345
+4% +$21.5M 2.61% 2
2025
Q1 		$537M Buy
2,416,742
+1,465
+0.1% +$339K 3.19% 1
2024
Q4 		$605M Buy
2,415,277
+111,827
+5% +$26.4M 3.63% 1
2024
Q3 		$537M Buy
2,303,450
+63,870
+3% +$14.3M 3.48% 1
2024
Q2 		$472M Buy
2,239,580
+233,112
+12% +$43.5M 3.43% 1
2024
Q1 		$344M Buy
2,006,468
+13,185
+0.7% +$2.4M 3% 1
2023
Q4 		$386M Buy
1,993,283
+118,145
+6% +$21.8M 3.66% 1
2023
Q3 		$321M Buy
1,875,138
+230,236
+14% +$42.2M 3.53% 1
2023
Q2 		$319M Buy
1,644,902
+9,268
+0.6% +$1.61M 3.61% 1
2023
Q1 		$270M Buy
1,635,634
+48,844
+3% +$7.21M 3.38% 1
2022
Q4 		$109M Buy
1,586,790
+100,834
+7% +$14.4M 2.95% 1
2022
Q3 		$195M Buy
+1,485,956
New +$233M 3.21% 1
2022
Q1 		– Sell
-1,320,578
Closed -$222M – 1148
2021
Q4 		$234M Buy
1,320,578
+477,531
+57% +$75.5M 3.54% 1
2021
Q3 		$119M Buy
843,047
+75,495
+10% +$11.1M 2.95% 2
2021
Q2 		$105M Sell
767,552
-2,259
-0.3% -$293K 2.8% 2
2021
Q1 		$94M Buy
769,811
+20,393
+3% +$2.62M 2.8% 2
2020
Q4 		$99.4M Sell
749,418
-31,225
-4% -$3.76M 3.26% 2
2020
Q3 		$90.4M Buy
780,643
+59,839
+8% +$6.53M 3.14% 2
2020
Q2 		$65.7M Buy
720,804
+77,788
+12% +$6.03M 2.57% 3
2020
Q1 		$40.9M Buy
643,016
+34,388
+6% +$2.53M 1.97% 4
2019
Q4 		$44.7M Buy
608,628
+21,368
+4% +$1.37M 1.78% 4
2019
Q3 		$33.2M Buy
587,260
+84,028
+17% +$4.39M 1.48% 6
2019
Q2 		$24.9M Buy
503,232
+2,824
+0.6% +$138K 1.52% 5
2019
Q1 		$23.8M Buy
500,408
+43,192
+9% +$1.83M 1.53% 5
2018
Q4 		$18K Buy
457,216
+35,036
+8% +$1.7M 1.16% 7
2018
Q3 		$23.8M Buy
422,180
+32,848
+8% +$1.71M 1.83% 3
2018
Q2 		$18.2K Buy
389,332
+48,416
+14% +$2.2M 1.66% 4
2018
Q1 		$14.2M Buy
340,916
+83,972
+33% +$3.61M 1.62% 4
2017
Q4 		$11.2M Buy
256,944
+50,868
+25% +$2.13M 1.51% 6
2017
Q3 		$8.03M Buy
206,076
+25,888
+14% +$1M 1.25% 13
2017
Q2 		$6.53M Buy
180,188
+48,996
+37% +$1.81M 1.12% 21
2017
Q1 		$4.71M Buy
131,192
+25,380
+24% +$836K 1.07% 29
2016
Q4 		$3.17M Buy
105,812
+10,568
+11% +$300K 0.88% 41
2016
Q3 		$2.69M Buy
95,244
+11,072
+13% +$293K 0.85% 44
2016
Q2 		$2.02M Buy
84,172
+13,276
+19% +$330K 0.83% 36
2016
Q1 		$1.94M Buy
+70,896
New +$1.77M 1.63% 30

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

NewEdge Advisors's AAPL Position: Q1 2026 in Review

NewEdge Advisors reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $17.4M and leaving 3,365,597 shares worth $854M. The position accounts for 3.09% of the portfolio, ranked #1.

NewEdge Advisors first reported a position in AAPL in Q1 2016 and has held it in 39 quarters since. The position peaked at $933M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • NewEdge Advisors held 3,365,597 shares of Apple worth $854M as of Q1 2026.
  • NewEdge Advisors sold 66,699 Apple shares in Q1 2026, an estimated $17.4M.
  • Apple made up 3.09% of NewEdge Advisors's portfolio in Q1 2026, its #1 holding.
  • NewEdge Advisors first reported a position in Apple in Q1 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's Apple position peaked at $933M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.