NQWM
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Northwest Quadrant Wealth Management’s Apple AAPL Stock Holding History

Northwest Quadrant 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 		$4.38M Sell
17,253
-200
-1% -$52K 0.91% 10
2025
Q4 		$4.74M Sell
17,453
-5
-0% -$1.34K 0.98% 10
2025
Q3 		$4.45M Sell
17,458
-142
-0.8% -$32.1K 0.94% 10
2025
Q2 		$3.61M Sell
17,600
-21
-0.1% -$4.24K 0.81% 10
2025
Q1 		$3.91M Sell
17,621
-81
-0.5% -$18.8K 0.92% 10
2024
Q4 		$4.43M Buy
17,702
+2,465
+16% +$581K 1.01% 10
2024
Q3 		$3.55M Sell
15,237
-95
-0.6% -$21.2K 0.82% 10
2024
Q2 		$3.23M Sell
15,332
-1,042
-6% -$194K 0.79% 10
2024
Q1 		$2.81M Sell
16,374
-29
-0.2% -$5.27K 0.69% 10
2023
Q4 		$3.16M Buy
16,403
+220
+1% +$40.6K 0.82% 11
2023
Q3 		$2.77M Sell
16,183
-222
-1% -$40.7K 0.78% 11
2023
Q2 		$3.18M Buy
16,405
+577
+4% +$101K 0.88% 11
2023
Q1 		$2.61M Sell
15,828
-424
-3% -$62.6K 0.75% 11
2022
Q4 		$2.11M Buy
16,252
+4,841
+42% +$692K 0.64% 11
2022
Q3 		$1.58M Sell
11,411
-648
-5% -$102K 0.52% 13
2022
Q2 		$1.71M Buy
12,059
+482
+4% +$73K 0.53% 13
2022
Q1 		$2.07M Sell
11,577
-395
-3% -$66.4K 0.57% 13
2021
Q4 		$2.13M Sell
11,972
-307
-3% -$48.5K 0.57% 11
2021
Q3 		$1.75M Buy
12,279
+1,472
+14% +$217K 0.5% 10
2021
Q2 		$1.47M Buy
10,807
+15
+0.1% +$1.94K 0.42% 10
2021
Q1 		$1.32M Sell
10,792
-35
-0.3% -$4.49K 0.41% 12
2020
Q4 		$1.45M Sell
10,827
-527
-5% -$63.4K 0.49% 11
2020
Q3 		$1.29M Sell
11,354
-1,990
-15% -$217K 0.51% 11
2020
Q2 		$1.21M Buy
13,344
+148
+1% +$11.5K 0.51% 11
2020
Q1 		$1M Sell
13,196
-152
-1% -$11.2K 0.45% 12
2019
Q4 		$973K Sell
13,348
-552
-4% -$35.5K 0.4% 15
2019
Q3 		$836K Sell
13,900
-360
-3% -$18.8K 0.36% 17
2019
Q2 		$712K Sell
14,260
-56
-0.4% -$2.73K 0.33% 19
2019
Q1 		$684K Buy
14,316
+44
+0.3% +$1.87K 0.32% 20
2018
Q4 		$558K Buy
14,272
+1,220
+9% +$59.1K 0.28% 22
2018
Q3 		$680K Buy
13,052
+936
+8% +$48.7K 0.42% 15
2018
Q2 		$561K Buy
12,116
+40
+0.3% +$1.81K 0.38% 18
2018
Q1 		$507K Buy
12,076
+36
+0.3% +$1.55K 0.33% 25
2017
Q4 		$471K Buy
12,040
+428
+4% +$17.9K 0.33% 27
2017
Q3 		$505K Sell
11,612
-160
-1% -$6.21K 0.38% 25
2017
Q2 		$471K Buy
11,772
+484
+4% +$17.9K 0.4% 24
2017
Q1 		$432K Buy
11,288
+324
+3% +$10.7K 0.41% 30
2016
Q4 		$357K Buy
+10,964
New +$311K 0.38% 34

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

Northwest Quadrant Wealth Management reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $52K and leaving 17,253 shares worth $4.38M. The position accounts for 0.91% of the portfolio, ranked #10.

Northwest Quadrant Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.74M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Northwest Quadrant Wealth Management held 17,253 shares of Apple worth $4.38M as of Q1 2026.
  • Northwest Quadrant Wealth Management sold 200 Apple shares in Q1 2026, an estimated $52K.
  • Apple made up 0.91% of Northwest Quadrant Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Northwest Quadrant Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • Northwest Quadrant Wealth Management's Apple position peaked at $4.74M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.