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Northwest Financial Advisors’s Apple AAPL Stock Holding History

Northwest Financial Advisors’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 		$395K Sell
1,558
-1,006
-39% -$262K 0.76% 40
2025
Q4 		$697K Sell
2,564
-14,595
-85% -$3.92M 1.43% 17
2025
Q3 		$4.37M Sell
17,159
-1,479
-8% -$334K 5.61% 2
2025
Q2 		$3.82M Sell
18,638
-45,672
-71% -$9.22M 5.34% 2
2025
Q1 		$14.3M Sell
64,310
-275
-0.4% -$63.7K 11.85% 1
2024
Q4 		$16.2M Sell
64,585
-1,537
-2% -$362K 13.36% 1
2024
Q3 		$15.4M Buy
66,122
+558
+0.9% +$125K 12.26% 1
2024
Q2 		$13.8M Sell
65,564
-1,583
-2% -$295K 14.04% 1
2024
Q1 		$11.5M Sell
67,147
-7,382
-10% -$1.34M 12.64% 1
2023
Q4 		$14.3M Buy
+74,529
New +$13.8M 12.19% 2

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

Northwest Financial Advisors's AAPL Position: Q1 2026 in Review

Northwest Financial Advisors reduced its Apple (AAPL) stake by 39% in Q1 2026, selling an estimated $262K and leaving 1,558 shares worth $395K. The position accounts for 0.76% of the portfolio, ranked #40.

Northwest Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.2M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Northwest Financial Advisors held 1,558 shares of Apple worth $395K as of Q1 2026.
  • Northwest Financial Advisors sold 1,006 Apple shares in Q1 2026, an estimated $262K.
  • Apple made up 0.76% of Northwest Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • Northwest Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Northwest Financial Advisors's Apple position peaked at $16.2M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.