Precedent Wealth Partners
AAPL icon

Precedent Wealth Partners’s Apple AAPL Stock Holding History

Precedent Wealth Partners’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
Q3 		$10M Buy
29,907
+3,076
+11% +$988K 1.53% 16
2026
Q2 		$7.76M Buy
26,831
+3,058
+13% +$875K 1.29% 18
2026
Q1 		$6.03M Buy
23,773
+313
+1% +$81.5K 1.21% 19
2025
Q4 		$6.38M Buy
23,460
+652
+3% +$175K 1.34% 18
2025
Q3 		$5.81M Buy
22,808
+29
+0.1% +$6.55K 1.28% 20
2025
Q2 		$4.67M Buy
22,779
+1,054
+5% +$213K 1.14% 21
2025
Q1 		$4.83M Buy
21,725
+1,185
+6% +$275K 1.34% 19
2024
Q4 		$5.14M Buy
20,540
+366
+2% +$86.3K 1.68% 14
2024
Q3 		$4.7M Buy
20,174
+1,725
+9% +$385K 1.55% 15
2024
Q2 		$3.89M Buy
18,449
+3,076
+20% +$574K 1.56% 14
2024
Q1 		$2.64M Sell
15,373
-300
-2% -$54.5K 1.13% 14
2023
Q4 		$3.02M Buy
+15,673
New +$2.89M 1.53% 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Precedent Wealth Partners's AAPL Position: Q3 2026 in Review

Precedent Wealth Partners increased its Apple (AAPL) stake by 11% in Q3 2026, buying an estimated $988K and bringing the position to 29,907 shares worth $10M. The position accounts for 1.53% of the portfolio, ranked #16.

Precedent Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Precedent Wealth Partners held 29,907 shares of Apple worth $10M as of Q3 2026.
  • Precedent Wealth Partners bought 3,076 Apple shares in Q3 2026, an estimated $988K.
  • Apple made up 1.53% of Precedent Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Precedent Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.