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Newton One Investments’s Apple AAPL Stock Holding History

Newton One Investments’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 		$2.59M Buy
10,203
+9
+0.1% +$2.34K 0.7% 17
2025
Q4 		$2.77M Buy
10,194
+220
+2% +$59.1K 0.82% 18
2025
Q3 		$2.54M Buy
9,974
+11
+0.1% +$2.48K 0.75% 18
2025
Q2 		$2.04M Sell
9,963
-471
-5% -$95.1K 0.64% 18
2025
Q1 		$2.32M Buy
10,434
+11
+0.1% +$2.55K 0.83% 18
2024
Q4 		$2.61M Buy
10,423
+132
+1% +$31.1K 1.01% 17
2024
Q3 		$2.4M Buy
10,291
+426
+4% +$95.1K 0.96% 17
2024
Q2 		$2.08M Buy
9,865
+12
+0.1% +$2.24K 0.9% 19
2024
Q1 		$1.69M Buy
9,853
+13
+0.1% +$2.36K 0.74% 20
2023
Q4 		$1.89M Sell
9,840
-2,227
-18% -$411K 0.87% 19
2023
Q3 		$2.07M Buy
12,067
+17
+0.1% +$3.12K 1.23% 17
2023
Q2 		$2.34M Buy
12,050
+16
+0.1% +$2.79K 1.34% 17
2023
Q1 		$1.98M Hold
12,034
– – 1.19% 17
2022
Q4 		$1.56M Hold
12,034
– – 1.01% 19
2022
Q3 		$1.66M Hold
12,034
– – 1.18% 17
2022
Q2 		$1.65M Hold
12,034
– – 1.22% 17
2022
Q1 		$2.1M Hold
12,034
– – 1.53% 15
2021
Q4 		$2.14M Buy
12,034
+4
+0% +$632 1.51% 15
2021
Q3 		$1.7M Buy
12,030
+4
+0% +$589 1.27% 16
2021
Q2 		$1.65M Buy
12,026
+5
+0% +$648 1.31% 16
2021
Q1 		$1.47M Buy
12,021
+4
+0% +$513 1.3% 16
2020
Q4 		$1.59M Buy
+12,017
New +$1.45M 1.57% 14

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

Newton One Investments's AAPL Position: Q1 2026 in Review

Newton One Investments increased its Apple (AAPL) stake by 0.09% in Q1 2026, buying an estimated $2.34K and bringing the position to 10,203 shares worth $2.59M. The position accounts for 0.7% of the portfolio, ranked #17.

Newton One Investments first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.77M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Newton One Investments held 10,203 shares of Apple worth $2.59M as of Q1 2026.
  • Newton One Investments bought 9 Apple shares in Q1 2026, an estimated $2.34K.
  • Apple made up 0.7% of Newton One Investments's portfolio in Q1 2026, its #17 holding.
  • Newton One Investments first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's Apple position peaked at $2.77M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.