NorthStar Asset Management (New Jersey)’s Apple AAPL Stock Holding History

NorthStar Asset Management (New Jersey)’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	$7.43M	Sell	29,289 -1,648	-5%	-$429K	3.59%	7
2025 Q4	$8.41M	Buy	30,937 +146	+0.5%	+$39.2K	3.78%	5
2025 Q3	$7.84M	Buy	30,791 +56	+0.2%	+$12.7K	3.75%	5
2025 Q2	$6.31M	Buy	30,735 +1,245	+4%	+$251K	3.33%	7
2025 Q1	$6.55M	Buy	29,490 +933	+3%	+$216K	4.1%	5
2024 Q4	$7.15M	Buy	28,557 +578	+2%	+$136K	4.56%	5
2024 Q3	$6.52M	Buy	27,979 +1,908	+7%	+$426K	4.35%	5
2024 Q2	$5.49M	Buy	26,071 +642	+3%	+$120K	3.81%	6
2024 Q1	$4.36M	Buy	25,429 +794	+3%	+$144K	3.3%	7
2023 Q4	$4.74M	Buy	+24,635	New	+$4.55M	4.33%	4

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

NorthStar Asset Management (New Jersey)'s AAPL Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Apple (AAPL) stake by 5.3% in Q1 2026, selling an estimated $429K and leaving 29,289 shares worth $7.43M. The position accounts for 3.59% of the portfolio, ranked #7.

NorthStar Asset Management (New Jersey) first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.41M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NorthStar Asset Management (New Jersey) held 29,289 shares of Apple worth $7.43M as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 1,648 Apple shares in Q1 2026, an estimated $429K.
Apple made up 3.59% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #7 holding.
NorthStar Asset Management (New Jersey) first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s Apple position peaked at $8.41M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.