PMWMG
AAPL icon

Parr McKnight Wealth Management Group’s Apple AAPL Stock Holding History

Parr McKnight Wealth Management Group’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 		$30.7M Buy
120,972
+2,499
+2% +$650K 4.02% 2
2025
Q4 		$32.2M Sell
118,473
-5,120
-4% -$1.37M 4.22% 2
2025
Q3 		$31.5M Sell
123,593
-1,762
-1% -$398K 4.13% 3
2025
Q2 		$25.7M Sell
125,355
-8,323
-6% -$1.68M 3.53% 3
2025
Q1 		$29.7M Sell
133,678
-210
-0.2% -$48.7K 4.27% 2
2024
Q4 		$33.5M Buy
+133,888
New +$31.6M 4.81% 2

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

Parr McKnight Wealth Management Group's AAPL Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $650K and bringing the position to 120,972 shares worth $30.7M. The position accounts for 4.02% of the portfolio, ranked #2.

Parr McKnight Wealth Management Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.5M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Parr McKnight Wealth Management Group held 120,972 shares of Apple worth $30.7M as of Q1 2026.
  • Parr McKnight Wealth Management Group bought 2,499 Apple shares in Q1 2026, an estimated $650K.
  • Apple made up 4.02% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #2 holding.
  • Parr McKnight Wealth Management Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Parr McKnight Wealth Management Group's Apple position peaked at $33.5M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.