NWI Management’s Apple AAPL Stock Holding History

NWI 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	$24.4M	Hold	96,100	–	–	1.39%	19
2025 Q4	$26.1M	Hold	96,100	–	–	1.2%	20
2025 Q3	$24.5M	Sell	96,100 -210,000	-69%	-$47.4M	1.3%	23
2025 Q2	$62.8M	Buy	306,100 +180,000	+143%	+$36.4M	3.26%	11
2025 Q1	$28M	Hold	126,100	–	–	3.52%	10
2024 Q4	$31.6M	Hold	126,100	–	–	1.39%	17
2024 Q3	$29.4M	Sell	126,100 -409,900	-76%	-$91.5M	0.76%	14
2024 Q2	$113M	Buy	536,000 +439,000	+453%	+$81.9M	4.11%	4
2024 Q1	$16.6M	Buy	+97,000	New	+$17.6M	0.51%	17
2023 Q4	–	Sell	-97,000	Closed	-$17.9M	–	51
2023 Q3	$16.6M	Hold	97,000	–	–	0.81%	13
2023 Q2	$18.8M	Sell	97,000 -8,000	-8%	-$1.39M	3.38%	7
2023 Q1	$17.3M	Hold	105,000	–	–	1.91%	17
2022 Q4	$13.6M	Buy	105,000 +7,000	+7%	+$1M	3.02%	11
2022 Q3	$13.5M	Sell	98,000 -60,000	-38%	-$9.42M	2.38%	12
2022 Q2	$21.6M	Hold	158,000	–	–	1.29%	16
2022 Q1	$27.6M	Sell	158,000 -10,000	-6%	-$1.68M	3.16%	7
2021 Q4	$29.8M	Hold	168,000	–	–	1.96%	13
2021 Q3	$23.8M	Buy	168,000 +68,000	+68%	+$10M	1.47%	16
2021 Q2	$13.7M	Hold	100,000	–	–	0.84%	26
2021 Q1	$12.2M	Hold	100,000	–	–	1.02%	25
2020 Q4	$13.3M	Buy	+100,000	New	+$12M	1.32%	21
2019 Q1	–	Sell	-1,400,000	Closed	-$55.2M	–	44
2018 Q4	$55.2M	Buy	1,400,000 +1,200,000	+600%	+$58.2M	2.89%	9
2018 Q3	$11.3M	Hold	200,000	–	–	0.8%	25
2018 Q2	$9.26M	Hold	200,000	–	–	1.04%	21
2018 Q1	$8.39M	Hold	200,000	–	–	0.7%	25
2017 Q4	$8.46M	Hold	200,000	–	–	0.89%	27
2017 Q3	$7.71M	Sell	200,000 -3,549,000	-95%	-$138M	0.74%	26
2017 Q2	$135M	Sell	3,749,000 -156,000	-4%	-$5.77M	15.62%	1
2017 Q1	$140M	Sell	3,905,000 -36,200	-0.9%	-$1.19M	10.71%	3
2016 Q4	$114M	Hold	3,941,200	–	–	9.17%	3
2016 Q3	$111M	Sell	3,941,200 -72,000	-2%	-$1.91M	11.67%	3
2016 Q2	$95.9M	Hold	4,013,200	–	–	7.99%	4
2016 Q1	$109M	Sell	4,013,200 -26,800	-0.7%	-$668K	6.83%	3
2015 Q4	$106M	Sell	4,040,000 -60,000	-1%	-$1.71M	10.21%	3
2015 Q3	$113M	Hold	4,100,000	–	–	17.47%	1
2015 Q2	$129M	Buy	4,100,000 +383,000	+10%	+$12.3M	18.36%	1
2015 Q1	$116M	Sell	3,717,000 -923,000	-20%	-$27.9M	14.46%	2
2014 Q4	$128M	Hold	4,640,000	–	–	18.49%	2
2014 Q3	$117M	Sell	4,640,000 -400,000	-8%	-$9.82M	11.47%	2
2014 Q2	$117M	Hold	5,040,000	–	–	27.12%	1
2014 Q1	$96.6M	Hold	5,040,000	–	–	29.58%	1
2013 Q4	$101M	Buy	5,040,000 +2,800,000	+125%	+$52.9M	18.1%	2
2013 Q3	$38.1M	Hold	2,240,000	–	–	6.1%	4
2013 Q2	$31.7M	Buy	+2,240,000	New	+$34.5M	4.7%	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

NWI Management's AAPL Position: Q1 2026 in Review

NWI Management held its Apple (AAPL) position steady in Q1 2026 at 96,100 shares worth $24.4M. The position accounts for 1.39% of the portfolio, ranked #19.

NWI Management first reported a position in AAPL in Q2 2013 and has held it in 44 quarters since. The position peaked at $140M in Q1 2017. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

NWI Management held 96,100 shares of Apple worth $24.4M as of Q1 2026.
NWI Management left its Apple share count unchanged in Q1 2026.
Apple made up 1.39% of NWI Management's portfolio in Q1 2026, its #19 holding.
NWI Management first reported a position in Apple in Q2 2013 and has held it in 44 quarters since.
NWI Management's Apple position peaked at $140M in Q1 2017.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.