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NewEdge Wealth’s Apple AAPL Stock Holding History

NewEdge Wealth’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 		$345M Buy
1,359,822
+15,843
+1% +$4.12M 4.11% 2
2025
Q4 		$365M Buy
1,343,979
+176,827
+15% +$47.5M 4.13% 3
2025
Q3 		$315M Buy
1,167,152
+58,661
+5% +$13.3M 4.52% 2
2025
Q2 		$244M Buy
1,108,491
+33,032
+3% +$6.67M 3.82% 2
2025
Q1 		$239M Sell
1,075,459
-59,570
-5% -$13.8M 4.33% 2
2024
Q4 		$284M Buy
1,135,029
+62,864
+6% +$14.8M 4.93% 2
2024
Q3 		$250M Buy
1,072,165
+168,405
+19% +$37.6M 4.51% 2
2024
Q2 		$190M Sell
903,760
-57,273
-6% -$10.7M 4.12% 2
2024
Q1 		$166M Buy
961,033
+152,324
+19% +$27.7M 3.73% 2
2023
Q4 		$156M Buy
808,709
+112,980
+16% +$20.9M 3.98% 2
2023
Q3 		$119M Buy
695,729
+80,298
+13% +$14.7M 3.77% 2
2023
Q2 		$119M Buy
615,431
+55,184
+10% +$9.62M 3.99% 2
2023
Q1 		$92.4M Buy
560,247
+33,345
+6% +$4.92M 3.51% 2
2022
Q4 		$68.5M Buy
526,902
+17,183
+3% +$2.46M 2.95% 2
2022
Q3 		$70.4M Buy
509,719
+89,527
+21% +$14.1M 3.33% 2
2022
Q2 		$57.4M Buy
420,192
+48,995
+13% +$7.42M 2.61% 3
2022
Q1 		$64.8M Buy
371,197
+34,809
+10% +$5.85M 2.88% 5
2021
Q4 		$59.7M Buy
336,388
+70,956
+27% +$11.2M 2.5% 9
2021
Q3 		$37.6M Buy
265,432
+79,068
+42% +$11.6M 2.24% 9
2021
Q2 		$25.5M Buy
186,364
+23,157
+14% +$3M 1.95% 9
2021
Q1 		$19.9M Buy
163,207
+113,512
+228% +$14.6M 1.98% 9
2020
Q4 		$6.59M Buy
+49,695
New +$5.98M 2.03% 12

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 Wealth's AAPL Position: Q1 2026 in Review

NewEdge Wealth increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $4.12M and bringing the position to 1,359,822 shares worth $345M. The position accounts for 4.11% of the portfolio, ranked #2.

NewEdge Wealth first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $365M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • NewEdge Wealth held 1,359,822 shares of Apple worth $345M as of Q1 2026.
  • NewEdge Wealth bought 15,843 Apple shares in Q1 2026, an estimated $4.12M.
  • Apple made up 4.11% of NewEdge Wealth's portfolio in Q1 2026, its #2 holding.
  • NewEdge Wealth first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Apple position peaked at $365M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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