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Parcion Private Wealth’s Apple AAPL Stock Holding History

Parcion Private Wealth’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 		$38.1M Sell
149,998
-9,972
-6% -$2.6M 2.36% 11
2025
Q4 		$43.5M Buy
159,970
+1,647
+1% +$442K 2.65% 11
2025
Q3 		$40.3M Buy
158,323
+717
+0.5% +$162K 2.52% 12
2025
Q2 		$32.3M Buy
157,606
+1,502
+1% +$303K 2.31% 12
2025
Q1 		$34.7M Buy
156,104
+2,704
+2% +$626K 2.83% 8
2024
Q4 		$38.4M Sell
153,400
-29,660
-16% -$6.99M 2.93% 7
2024
Q3 		$42.7M Sell
183,060
-1,363
-0.7% -$304K 3.55% 8
2024
Q2 		$38.8M Buy
184,423
+3,628
+2% +$677K 3.55% 8
2024
Q1 		$31M Sell
180,795
-20,589
-10% -$3.74M 2.73% 8
2023
Q4 		$38.8M Buy
201,384
+16
+0% +$2.95K 3.55% 6
2023
Q3 		$34.5M Buy
201,368
+2,327
+1% +$427K 3.58% 7
2023
Q2 		$38.6M Buy
199,041
+5,551
+3% +$967K 3.9% 6
2023
Q1 		$31.9M Buy
193,490
+10,940
+6% +$1.61M 3.33% 8
2022
Q4 		$23.7M Sell
182,550
-79,262
-30% -$11.3M 2.57% 12
2022
Q3 		$36.7M Buy
261,812
+130,788
+100% +$20.5M 4.1% 3
2022
Q2 		$20.2M Sell
131,024
-7,397
-5% -$1.12M 1.99% 13
2022
Q1 		$24.5M Sell
138,421
-4,057
-3% -$682K 2.29% 15
2021
Q4 		$24.7M Buy
142,478
+389
+0.3% +$61.5K 2.23% 13
2021
Q3 		$20.6M Sell
142,089
-3,840
-3% -$565K 1.83% 14
2021
Q2 		$20M Buy
145,929
+1,488
+1% +$193K 2% 13
2021
Q1 		$17.6M Buy
144,441
+47,136
+48% +$6.05M 2% 15
2020
Q4 		$12.9M Buy
97,305
+10,537
+12% +$1.27M 1.71% 17
2020
Q3 		$9.81M Buy
86,768
+5,768
+7% +$629K 1.5% 17
2020
Q2 		$7.57M Buy
81,000
+12,932
+19% +$1M 1.28% 17
2020
Q1 		$4.33M Buy
68,068
+1,140
+2% +$83.8K 1.19% 14
2019
Q4 		$4.91M Buy
+66,928
New +$4.31M 1.07% 13

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

Parcion Private Wealth's AAPL Position: Q1 2026 in Review

Parcion Private Wealth reduced its Apple (AAPL) stake by 6.2% in Q1 2026, selling an estimated $2.6M and leaving 149,998 shares worth $38.1M. The position accounts for 2.36% of the portfolio, ranked #11.

Parcion Private Wealth first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $43.5M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Parcion Private Wealth held 149,998 shares of Apple worth $38.1M as of Q1 2026.
  • Parcion Private Wealth sold 9,972 Apple shares in Q1 2026, an estimated $2.6M.
  • Apple made up 2.36% of Parcion Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Parcion Private Wealth first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Apple position peaked at $43.5M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.