Perigon Wealth Management’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 | $288M | Buy |
1,133,645
+3,950
| +0.3% | +$1.03M | 5.22% | 2 |
|
|
2025
Q4 | $307M | Buy |
1,129,695
+31,454
| +3% | +$8.44M | 5.49% | 2 |
|
|
2025
Q3 | $280M | Buy |
1,098,241
+1,794
| +0.2% | +$405K | 5.7% | 2 |
|
|
2025
Q2 | $225M | Sell |
1,096,447
-32,573
| -3% | -$6.58M | 5.25% | 2 |
|
|
2025
Q1 | $251M | Sell |
1,129,020
-35,507
| -3% | -$8.23M | 6.44% | 1 |
|
|
2024
Q4 | $266M | Sell |
1,164,527
-423
| -0% | -$99.7K | 6.53% | 1 |
|
|
2024
Q3 | $271M | Sell |
1,164,950
-7,021
| -0.6% | -$1.57M | 7.17% | 1 |
|
|
2024
Q2 | $247M | Sell |
1,171,971
-23,486
| -2% | -$4.38M | 7.15% | 1 |
|
|
2024
Q1 | $205M | Sell |
1,195,457
-101,954
| -8% | -$18.5M | 6.21% | 1 |
|
|
2023
Q4 | $250M | Buy |
1,297,411
+322,743
| +33% | +$59.6M | 8.17% | 1 |
|
|
2023
Q3 | $167M | Buy |
974,668
+2,518
| +0.3% | +$462K | 6.76% | 1 |
|
|
2023
Q2 | $189M | Buy |
972,150
+158,586
| +19% | +$27.6M | 7.41% | 1 |
|
|
2023
Q1 | $134M | Sell |
813,564
-3,371
| -0.4% | -$497K | 7.63% | 1 |
|
|
2022
Q4 | $106M | Buy |
816,935
+132,501
| +19% | +$18.9M | 6.58% | 1 |
|
|
2022
Q3 | $94.6M | Buy |
684,434
+20,166
| +3% | +$3.17M | 8.18% | 1 |
|
|
2022
Q2 | $90.8M | Sell |
664,268
-8,667
| -1% | -$1.31M | 7.59% | 1 |
|
|
2022
Q1 | $118M | Buy |
672,935
+5,115
| +0.8% | +$860K | 8.3% | 1 |
|
|
2021
Q4 | $119M | Buy |
667,820
+21,803
| +3% | +$3.45M | 8.48% | 1 |
|
|
2021
Q3 | $91.4M | Sell |
646,017
-5,575
| -0.9% | -$821K | 7.93% | 1 |
|
|
2021
Q2 | $89.2M | Sell |
651,592
-2,270
| -0.3% | -$294K | 7.94% | 1 |
|
|
2021
Q1 | $79.9M | Buy |
653,862
+25,626
| +4% | +$3.29M | 8.15% | 1 |
|
|
2020
Q4 | $83.4M | Buy |
628,236
+272
| +0% | +$32.7K | 9.68% | 1 |
|
|
2020
Q3 | $72.7M | Sell |
627,964
-27,188
| -4% | -$2.97M | 10.17% | 1 |
|
|
2020
Q2 | $59.8M | Buy |
655,152
+64,008
| +11% | +$4.96M | 9.47% | 2 |
|
|
2020
Q1 | $39.6M | Buy |
591,144
+124,420
| +27% | +$9.15M | 7.37% | 2 |
|
|
2019
Q4 | $35M | Buy |
466,724
+3,108
| +0.7% | +$200K | 7.14% | 2 |
|
|
2019
Q3 | $27.3M | Sell |
463,616
-18,404
| -4% | -$962K | 6.41% | 2 |
|
|
2019
Q2 | $23.9M | Buy |
482,020
+16,240
| +3% | +$791K | 5.58% | 2 |
|
|
2019
Q1 | $23.9M | Sell |
465,780
-8,584
| -2% | -$364K | 5.55% | 2 |
|
|
2018
Q4 | $18.7M | Buy |
474,364
+57,504
| +14% | +$2.79M | 4.78% | 2 |
|
|
2018
Q3 | $23.5M | Buy |
416,860
+26,328
| +7% | +$1.37M | 5.8% | 2 |
|
|
2018
Q2 | $18.1M | Buy |
390,532
+42,596
| +12% | +$1.93M | 5.43% | 1 |
|
|
2018
Q1 | $14.6M | Buy |
347,936
+25,796
| +8% | +$1.11M | 5.38% | 1 |
|
|
2017
Q4 | $13.6M | Sell |
322,140
-69,460
| -18% | -$2.9M | 5.09% | 3 |
|
|
2017
Q3 | $15.1M | Sell |
391,600
-152,984
| -28% | -$5.93M | 4.9% | 1 |
|
|
2017
Q2 | $19.6M | Sell |
544,584
-43,136
| -7% | -$1.59M | 4.27% | 1 |
|
|
2017
Q1 | $21.1M | Sell |
587,720
-2,156
| -0.4% | -$71K | 4.48% | 1 |
|
|
2016
Q4 | $20.6M | Buy |
589,876
+32,932
| +6% | +$934K | 4.5% | 1 |
|
|
2016
Q3 | $15.7M | Buy |
556,944
+62,072
| +13% | +$1.64M | 4.04% | 2 |
|
|
2016
Q2 | $11.8M | Buy |
494,872
+19,104
| +4% | +$475K | 3.14% | 3 |
|
|
2016
Q1 | $13.4M | Sell |
475,768
-60
| -0% | -$1.5K | 4.2% | 4 |
|
|
2015
Q4 | $12.5M | Buy |
475,828
+19,012
| +4% | +$543K | 3.46% | 4 |
|
|
2015
Q3 | $12.6M | Sell |
456,816
-4,736
| -1% | -$139K | 3.74% | 4 |
|
|
2015
Q2 | $14.5M | Sell |
461,552
-10,128
| -2% | -$324K | 3.81% | 4 |
|
|
2015
Q1 | $14.7M | Buy |
471,680
+2,820
| +0.6% | +$85.2K | 4.02% | 4 |
|
|
2014
Q4 | $12.9M | Buy |
468,860
+7,864
| +2% | +$214K | 3.89% | 4 |
|
|
2014
Q3 | $11.6M | Sell |
460,996
-8,268
| -2% | -$203K | 3.46% | 4 |
|
|
2014
Q2 | $10.9M | Buy |
469,264
+79,308
| +20% | +$1.69M | 3.11% | 4 |
|
|
2014
Q1 | $7.47M | Buy |
389,956
+11,788
| +3% | +$224K | 4.12% | 2 |
|
|
2013
Q4 | $7.58M | Buy |
+378,168
| New | +$7.14M | 4.2% | 2 |
|
Other funds holding AAPL
VCM
VPM
Perigon Wealth Management's AAPL Position: Q1 2026 in Review
Perigon Wealth Management increased its Apple (AAPL) stake by 0.35% in Q1 2026, buying an estimated $1.03M and bringing the position to 1,133,645 shares worth $288M. The position accounts for 5.22% of the portfolio, ranked #2.
Perigon Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $307M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Perigon Wealth Management held 1,133,645 shares of Apple worth $288M as of Q1 2026.
- Perigon Wealth Management bought 3,950 Apple shares in Q1 2026, an estimated $1.03M.
- Apple made up 5.22% of Perigon Wealth Management's portfolio in Q1 2026, its #2 holding.
- Perigon Wealth Management first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Perigon Wealth Management's Apple position peaked at $307M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.