NWAM LLC’s Apple AAPL Stock Holding History

NWAM LLC’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
2017 Q1	–	Sell	-258,368	Closed	-$7.48M	–	310
2016 Q4	$7.48M	Buy	+258,368	New	+$7.33M	2.48%	5

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

NWAM LLC's AAPL Position: Q1 2026 in Review

NWAM LLC increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $821K and bringing the position to 255,759 shares worth $64.9M. The position accounts for 3.74% of the portfolio, ranked #2.

NWAM LLC first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $90.6M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NWAM LLC held 255,759 shares of Apple worth $64.9M as of Q1 2026.
NWAM LLC bought 3,156 Apple shares in Q1 2026, an estimated $821K.
Apple made up 3.74% of NWAM LLC's portfolio in Q1 2026, its #2 holding.
NWAM LLC first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
NWAM LLC's Apple position peaked at $90.6M in Q4 2021.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.