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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 		$634K Buy
+2,500
New +$651K 0.01% 741
2024
Q2 		– Sell
-19,100
Closed -$61.1K – 760
2024
Q1 		$61.1K Buy
+19,100
New +$3.47M ﹤0.01% 792

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.