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Northwest & Ethical Investments’s Apple AAPL Stock Holding History

Northwest & Ethical 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
2024
Q3 		– Sell
-47
Closed -$40K – 508
2024
Q2 		$40K Buy
+47
New +$8.77K ﹤0.01% 470

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Northwest & Ethical Investments's AAPL Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Apple (AAPL) stake by 4.7% in Q1 2026, buying an estimated $4.73M and bringing the position to 407,128 shares worth $103M. The position accounts for 2.39% of the portfolio, ranked #5.

Northwest & Ethical Investments first reported a position in AAPL in Q3 2013 and has held it in 51 quarters since. The position peaked at $107M in Q3 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Northwest & Ethical Investments held 407,128 shares of Apple worth $103M as of Q1 2026.
  • Northwest & Ethical Investments bought 18,182 Apple shares in Q1 2026, an estimated $4.73M.
  • Apple made up 2.39% of Northwest & Ethical Investments's portfolio in Q1 2026, its #5 holding.
  • Northwest & Ethical Investments first reported a position in Apple in Q3 2013 and has held it in 51 quarters since.
  • Northwest & Ethical Investments's Apple position peaked at $107M in Q3 2025.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.