NorthRock Partners’s Apple AAPL Stock Holding History

NorthRock Partners’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	$1.27M	Sell	5,000 -7,400	-60%	-$1.93M	0.02%	261
2025 Q4	$3.37M	Buy	12,400 +4,600	+59%	+$1.23M	0.06%	148
2025 Q3	$1.99M	Buy	7,800 +800	+11%	+$181K	0.04%	212
2025 Q2	$1.44M	Sell	7,000 -5,100	-42%	-$1.03M	0.04%	174
2025 Q1	$2.69M	Buy	12,100 +100	+0.8%	+$23.2K	0.09%	97
2024 Q4	$3.01M	Hold	12,000	–	–	0.1%	91
2024 Q3	$2.8M	Buy	+12,000	New	+$2.68M	0.09%	98
2024 Q2	–	Sell	-10,000	Closed	-$1.71M	–	811
2024 Q1	$1.71M	Sell	10,000 -2,300	-19%	-$418K	0.07%	137
2023 Q4	$2.37M	Hold	12,300	–	–	0.1%	107
2023 Q3	$2.11M	Buy	+12,300	New	+$2.26M	0.22%	51

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

NorthRock Partners's AAPL Position: Q1 2026 in Review

NorthRock Partners increased its Apple (AAPL) stake by 5.9% in Q1 2026, buying an estimated $11.2M and bringing the position to 774,012 shares worth $196M. The position accounts for 3.17% of the portfolio, ranked #9.

NorthRock Partners first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $217M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NorthRock Partners held 774,012 shares of Apple worth $196M as of Q1 2026.
NorthRock Partners bought 43,158 Apple shares in Q1 2026, an estimated $11.2M.
Apple made up 3.17% of NorthRock Partners's portfolio in Q1 2026, its #9 holding.
NorthRock Partners first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
NorthRock Partners's Apple position peaked at $217M in Q3 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.