NWF Advisory Services’s Apple AAPL Stock Holding History

NWF Advisory Services’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	$30.9M	Sell	121,668 -9,259	-7%	-$2.41M	3.49%	4
2025 Q4	$35.6M	Buy	130,927 +1,702	+1%	+$457K	3.93%	4
2025 Q3	$32.9M	Sell	129,225 -6,647	-5%	-$1.5M	3.61%	4
2025 Q2	$27.9M	Buy	135,872 +4,922	+4%	+$994K	3.32%	4
2025 Q1	$29.1M	Sell	130,950 -34,845	-21%	-$8.07M	4.08%	3
2024 Q4	$41.5M	Buy	165,795 +29,179	+21%	+$6.88M	6.08%	1
2024 Q3	$31.8M	Buy	136,616 +485	+0.4%	+$108K	4.63%	3
2024 Q2	$28.7M	Buy	136,131 +681	+0.5%	+$127K	4.56%	2
2024 Q1	$23.2M	Sell	135,450 -1,856	-1%	-$337K	3.88%	5
2023 Q4	$26.4M	Buy	137,306 +1,409	+1%	+$260K	5.26%	2
2023 Q3	$23.3M	Buy	135,897 +3,633	+3%	+$666K	5.48%	1
2023 Q2	$25.7M	Hold	132,264	–	–	5.94%	1
2023 Q1	$25.7M	Buy	+132,264	New	+$19.5M	5.95%	1

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

NWF Advisory Services's AAPL Position: Q1 2026 in Review

NWF Advisory Services reduced its Apple (AAPL) stake by 7.1% in Q1 2026, selling an estimated $2.41M and leaving 121,668 shares worth $30.9M. The position accounts for 3.49% of the portfolio, ranked #4.

NWF Advisory Services first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $41.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NWF Advisory Services held 121,668 shares of Apple worth $30.9M as of Q1 2026.
NWF Advisory Services sold 9,259 Apple shares in Q1 2026, an estimated $2.41M.
Apple made up 3.49% of NWF Advisory Services's portfolio in Q1 2026, its #4 holding.
NWF Advisory Services first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Apple position peaked at $41.5M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.