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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
2022
Q3 		– Sell
-1,474,532
Closed -$197M – 1522
2022
Q2 		$197M Buy
+1,474,532
New +$223M 3.26% 1

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.