PWAM
AAPL icon

Papamarkou Wellner Asset Management’s Apple AAPL Stock Holding History

Papamarkou Wellner Asset 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 		$18.8M Buy
74,145
+730
+1% +$190K 11.5% 1
2025
Q4 		$20M Sell
73,415
-510
-0.7% -$137K 11.99% 1
2025
Q3 		$18.8M Sell
73,925
-525
-0.7% -$119K 11.64% 1
2025
Q2 		$15.3M Sell
74,450
-1,796
-2% -$363K 10.11% 1
2025
Q1 		$16.9M Sell
76,246
-1,559
-2% -$361K 11.8% 1
2024
Q4 		$19.5M Buy
+77,805
New +$18.3M 13.42% 1

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

Papamarkou Wellner Asset Management's AAPL Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its Apple (AAPL) stake by 0.99% in Q1 2026, buying an estimated $190K and bringing the position to 74,145 shares worth $18.8M. The position accounts for 11.5% of the portfolio, ranked #1.

Papamarkou Wellner Asset Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $20M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Papamarkou Wellner Asset Management held 74,145 shares of Apple worth $18.8M as of Q1 2026.
  • Papamarkou Wellner Asset Management bought 730 Apple shares in Q1 2026, an estimated $190K.
  • Apple made up 11.5% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #1 holding.
  • Papamarkou Wellner Asset Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Papamarkou Wellner Asset Management's Apple position peaked at $20M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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