Perigon Wealth Management’s Apple AAPL Stock Holding History

Perigon Wealth 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	–	Hold	0	–	–	–	1265
2024 Q3	–	Hold	0	–	-$260K	–	993
2024 Q2	–	Hold	0	–	–	–	745
2021 Q2	–	Sell	-8,800	Closed	-$207K	–	514
2021 Q1	$207K	Sell	8,800 -4,600	-34%	-$590K	0.02%	469
2020 Q4	$489K	Buy	13,400 +2,900	+28%	+$349K	0.06%	253
2020 Q3	$266K	Buy	10,500 +2,100	+25%	+$229K	0.04%	316
2020 Q2	$332K	Buy	+8,400	New	+$651K	0.05%	251
2020 Q1	–	Sell	-1,600	Closed	-$49K	–	319
2019 Q4	$49K	Buy	+1,600	New	+$103K	0.01%	266

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.