Obermeyer Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.3M | Sell |
324,220
-3,208
| -1% | -$835K | 3.79% | 6 |
|
|
2025
Q4 | $89M | Sell |
327,428
-12,206
| -4% | -$3.28M | 4.07% | 5 |
|
|
2025
Q3 | $86.5M | Sell |
339,634
-813
| -0.2% | -$184K | 4.05% | 5 |
|
|
2025
Q2 | $69.8M | Sell |
340,447
-18,198
| -5% | -$3.68M | 3.48% | 7 |
|
|
2025
Q1 | $79.7M | Sell |
358,645
-5,969
| -2% | -$1.38M | 4.25% | 4 |
|
|
2024
Q4 | $91.3M | Sell |
364,614
-4,545
| -1% | -$1.07M | 4.76% | 3 |
|
|
2024
Q3 | $86M | Sell |
369,159
-5,502
| -1% | -$1.23M | 4.6% | 4 |
|
|
2024
Q2 | $78.9M | Buy |
374,661
+3,907
| +1% | +$729K | 4.52% | 4 |
|
|
2024
Q1 | $63.6M | Buy |
370,754
+1,409
| +0.4% | +$256K | 3.75% | 7 |
|
|
2023
Q4 | $71.1M | Sell |
369,345
-7,678
| -2% | -$1.42M | 4.86% | 5 |
|
|
2023
Q3 | $64.6M | Sell |
377,023
-5,609
| -1% | -$1.03M | 4.8% | 5 |
|
|
2023
Q2 | $74.2M | Buy |
382,632
+288,764
| +308% | +$50.3M | 5.34% | 3 |
|
|
2023
Q1 | $15.5M | Sell |
93,868
-14,935
| -14% | -$2.2M | 1.16% | 32 |
|
|
2022
Q4 | $14.1M | Sell |
108,803
-1,432
| -1% | -$205K | 1.07% | 32 |
|
|
2022
Q3 | $15.2M | Buy |
110,235
+9,255
| +9% | +$1.45M | 1.23% | 28 |
|
|
2022
Q2 | $13.8M | Buy |
100,980
+1,187
| +1% | +$180K | 1.01% | 32 |
|
|
2022
Q1 | $17.4M | Buy |
99,793
+3,578
| +4% | +$602K | 1.04% | 31 |
|
|
2021
Q4 | $17.1M | Sell |
96,215
-2,240
| -2% | -$354K | 0.92% | 34 |
|
|
2021
Q3 | $13.9M | Sell |
98,455
-68
| -0.1% | -$10K | 0.77% | 35 |
|
|
2021
Q2 | $13.5M | Sell |
98,523
-2,713
| -3% | -$352K | 0.75% | 37 |
|
|
2021
Q1 | $12.4M | Buy |
101,236
+7,966
| +9% | +$1.02M | 0.76% | 37 |
|
|
2020
Q4 | $12.4M | Buy |
93,270
+5,361
| +6% | +$645K | 0.82% | 37 |
|
|
2020
Q3 | $10.2M | Buy |
87,909
+8,857
| +11% | +$966K | 0.76% | 36 |
|
|
2020
Q2 | $7.21M | Buy |
79,052
+7,184
| +10% | +$557K | 0.61% | 35 |
|
|
2020
Q1 | $4.57M | Buy |
71,868
+6,192
| +9% | +$455K | 0.49% | 35 |
|
|
2019
Q4 | $4.82M | Buy |
65,676
+2,952
| +5% | +$190K | 0.43% | 35 |
|
|
2019
Q3 | $3.51M | Buy |
62,724
+8,200
| +15% | +$429K | 0.32% | 39 |
|
|
2019
Q2 | $2.7M | Sell |
54,524
-1,488
| -3% | -$72.5K | 0.24% | 40 |
|
|
2019
Q1 | $2.66M | Buy |
56,012
+4,668
| +9% | +$198K | 0.25% | 39 |
|
|
2018
Q4 | $2.02M | Buy |
51,344
+1,248
| +2% | +$60.5K | 0.21% | 39 |
|
|
2018
Q3 | $2.83M | Buy |
50,096
+2,524
| +5% | +$131K | 0.24% | 36 |
|
|
2018
Q2 | $2.2M | Sell |
47,572
-736
| -2% | -$33.4K | 0.2% | 38 |
|
|
2018
Q1 | $2.03M | Buy |
48,308
+2,660
| +6% | +$115K | 0.18% | 39 |
|
|
2017
Q4 | $1.93M | Buy |
45,648
+4,792
| +12% | +$200K | 0.17% | 43 |
|
|
2017
Q3 | $1.57M | Buy |
40,856
+4,524
| +12% | +$176K | 0.14% | 47 |
|
|
2017
Q2 | $1.31M | Sell |
36,332
-520
| -1% | -$19.2K | 0.12% | 49 |
|
|
2017
Q1 | $1.32M | Buy |
36,852
+4,056
| +12% | +$134K | 0.12% | 49 |
|
|
2016
Q4 | $950K | Buy |
32,796
+3,580
| +12% | +$101K | 0.09% | 57 |
|
|
2016
Q3 | $826K | Buy |
29,216
+6,292
| +27% | +$167K | 0.08% | 59 |
|
|
2016
Q2 | $548K | Sell |
22,924
-804
| -3% | -$20K | 0.05% | 71 |
|
|
2016
Q1 | $647K | Buy |
23,728
+2,332
| +11% | +$58.1K | 0.06% | 62 |
|
|
2015
Q4 | $563K | Buy |
21,396
+8,360
| +64% | +$239K | 0.05% | 67 |
|
|
2015
Q3 | $359K | Sell |
13,036
-1,004
| -7% | -$29.4K | 0.04% | 86 |
|
|
2015
Q2 | $440K | Buy |
14,040
+2,900
| +26% | +$92.8K | 0.04% | 87 |
|
|
2015
Q1 | $347K | Sell |
11,140
-5,924
| -35% | -$179K | 0.03% | 106 |
|
|
2014
Q4 | $471K | Buy |
17,064
+3,168
| +23% | +$86.2K | 0.04% | 96 |
|
|
2014
Q3 | $350K | Buy |
13,896
+8
| +0.1% | +$196 | 0.09% | 46 |
|
|
2014
Q2 | $323K | Hold |
13,888
| – | – | 0.08% | 45 |
|
|
2014
Q1 | $266K | Sell |
13,888
-2,800
| -17% | -$53.3K | 0.07% | 46 |
|
|
2013
Q4 | $334K | Hold |
16,688
| – | – | 0.09% | 47 |
|
|
2013
Q3 | $284K | Sell |
16,688
-9,464
| -36% | -$157K | 0.08% | 47 |
|
|
2013
Q2 | $370K | Buy |
+26,152
| New | +$402K | 0.1% | 44 |
|
Other funds holding AAPL
VCM
VPM
Obermeyer Wealth Partners's AAPL Position: Q1 2026 in Review
Obermeyer Wealth Partners reduced its Apple (AAPL) stake by 0.98% in Q1 2026, selling an estimated $835K and leaving 324,220 shares worth $82.3M. The position accounts for 3.79% of the portfolio, ranked #6.
Obermeyer Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $91.3M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Obermeyer Wealth Partners held 324,220 shares of Apple worth $82.3M as of Q1 2026.
- Obermeyer Wealth Partners sold 3,208 Apple shares in Q1 2026, an estimated $835K.
- Apple made up 3.79% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #6 holding.
- Obermeyer Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Obermeyer Wealth Partners's Apple position peaked at $91.3M in Q4 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.