Nicola Wealth Management’s Apple AAPL Stock Holding History

Nicola Wealth Management’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	$15.5M	Buy	+61,000	New	+$15.9M	1.86%	25
2023 Q1	–	Sell	-70,000	Closed	-$9.1M	–	111
2022 Q4	$9.1M	Sell	70,000 -19,000	-21%	-$2.72M	0.92%	38
2022 Q3	$12.3M	Sell	89,000 -8,500	-9%	-$1.33M	1.35%	28
2022 Q2	$13.3M	Buy	97,500 +28,000	+40%	+$4.24M	1.27%	26
2022 Q1	$12.1M	Sell	69,500 -3,000	-4%	-$504K	1.07%	37
2021 Q4	$12.9M	Buy	72,500 +3,000	+4%	+$474K	1.21%	30
2021 Q3	$9.83M	Sell	69,500 -22,000	-24%	-$3.24M	1.01%	39
2021 Q2	$12.5M	Buy	91,500 +12,000	+15%	+$1.55M	1.28%	26
2021 Q1	$9.71M	Sell	79,500 -8,000	-9%	-$1.03M	1.09%	40
2020 Q4	$11.6M	Buy	87,500 +10,500	+14%	+$1.26M	1.44%	25
2020 Q3	$8.92M	Sell	77,000 -3,000	-4%	-$327K	1.27%	26
2020 Q2	$7.3M	Sell	80,000 -40,000	-33%	-$3.1M	1.01%	42
2020 Q1	$7.63M	Buy	120,000 +40,000	+50%	+$2.94M	1.15%	30
2019 Q4	$5.87M	Buy	+80,000	New	+$5.15M	0.88%	52
2019 Q2	–	Sell	-352,000	Closed	-$16.7M	–	90
2019 Q1	$16.7M	Buy	352,000 +89,600	+34%	+$3.8M	2.5%	7
2018 Q4	$10.3M	Buy	262,400 +160,000	+156%	+$7.76M	1.7%	15
2018 Q3	$5.78M	Buy	+102,400	New	+$5.33M	0.99%	40
2018 Q2	–	Sell	-130,400	Closed	-$5.47M	–	94
2018 Q1	$5.47M	Buy	+130,400	New	+$5.61M	1.1%	26

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nicola Wealth Management's AAPL Position: Q1 2026 in Review

Nicola Wealth Management opened a new position in Apple (AAPL) in Q1 2026: 61,000 shares worth $15.5M. The stake represents 1.86% of the portfolio and ranks #25 among its holdings. This is a return to the name: Nicola Wealth Management previously reported a position in AAPL as recently as Q4 2022.

Nicola Wealth Management first reported a position in AAPL in Q1 2018 and has held it in 18 quarters since. The position peaked at $16.7M in Q1 2019. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Nicola Wealth Management held 61,000 shares of Apple worth $15.5M as of Q1 2026.
Apple was a new Nicola Wealth Management position in Q1 2026.
Apple made up 1.86% of Nicola Wealth Management's portfolio in Q1 2026, its #25 holding.
Nicola Wealth Management first reported a position in Apple in Q1 2018 and has held it in 18 quarters since.
Nicola Wealth Management's Apple position peaked at $16.7M in Q1 2019.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.