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Nvest Financial’s Apple AAPL Stock Holding History

Nvest Financial’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 		$11.6M Buy
45,831
+985
+2% +$256K 4.33% 3
2025
Q4 		$12.2M Buy
44,846
+13,106
+41% +$3.52M 5.07% 2
2025
Q3 		$8.08M Sell
31,740
-6,510
-17% -$1.47M 4.64% 2
2025
Q2 		$7.85M Buy
38,250
+3,465
+10% +$700K 4.09% 4
2025
Q1 		$7.73M Sell
34,785
-706
-2% -$164K 4.14% 4
2024
Q4 		$8.89M Buy
35,491
+1,943
+6% +$458K 4.51% 3
2024
Q3 		$7.82M Sell
33,548
-317
-0.9% -$70.8K 4.46% 4
2024
Q2 		$7.13M Sell
33,865
-521
-2% -$97.2K 4.39% 5
2024
Q1 		$5.9M Buy
34,386
+1,299
+4% +$236K 3.93% 5
2023
Q4 		$6.37M Buy
33,087
+842
+3% +$155K 5.01% 5
2023
Q3 		$5.52M Sell
32,245
-159
-0.5% -$29.2K 5.16% 5
2023
Q2 		$6.29M Sell
32,404
-1,190
-4% -$207K 5.5% 5
2023
Q1 		$5.54M Buy
33,594
+7,055
+27% +$1.04M 5.77% 4
2022
Q4 		$3.45M Buy
26,539
+813
+3% +$116K 4.31% 6
2022
Q3 		$3.56M Sell
25,726
-178
-0.7% -$27.9K 5.03% 5
2022
Q2 		$3.54M Buy
25,904
+179
+0.7% +$27.1K 3.72% 6
2022
Q1 		$4.49M Buy
+25,725
New +$4.33M 3.69% 8

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

Nvest Financial's AAPL Position: Q1 2026 in Review

Nvest Financial increased its Apple (AAPL) stake by 2.2% in Q1 2026, buying an estimated $256K and bringing the position to 45,831 shares worth $11.6M. The position accounts for 4.33% of the portfolio, ranked #3.

Nvest Financial first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Nvest Financial held 45,831 shares of Apple worth $11.6M as of Q1 2026.
  • Nvest Financial bought 985 Apple shares in Q1 2026, an estimated $256K.
  • Apple made up 4.33% of Nvest Financial's portfolio in Q1 2026, its #3 holding.
  • Nvest Financial first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's Apple position peaked at $12.2M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.