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Prestige Wealth Management Group’s Apple AAPL Stock Holding History

Prestige 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 		$26.2M Sell
103,290
-500
-0.5% -$130K 5.15% 6
2025
Q4 		$28.2M Sell
103,790
-519
-0.5% -$139K 5.38% 5
2025
Q3 		$26.6M Sell
104,309
-1,141
-1% -$258K 5.13% 6
2025
Q2 		$21.6M Sell
105,450
-2,669
-2% -$539K 4.41% 6
2025
Q1 		$24M Sell
108,119
-585
-0.5% -$136K 5.13% 6
2024
Q4 		$27.2M Sell
108,704
-680
-0.6% -$160K 5.66% 2
2024
Q3 		$25.5M Sell
109,384
-1,629
-1% -$364K 5.27% 6
2024
Q2 		$23.4M Sell
111,013
-3,513
-3% -$655K 5.05% 6
2024
Q1 		$19.6M Sell
114,526
-2,995
-3% -$545K 4.23% 6
2023
Q4 		$22.6M Sell
117,521
-860
-0.7% -$159K 5.13% 6
2023
Q3 		$20.3M Buy
118,381
+2,117
+2% +$388K 5% 6
2023
Q2 		$22.6M Buy
116,264
+5,134
+5% +$895K 5.34% 3
2023
Q1 		$18.3M Sell
111,130
-18,709
-14% -$2.76M 4.61% 6
2022
Q4 		$16.9M Buy
129,839
+21,038
+19% +$3.01M 4.4% 5
2022
Q3 		$15M Buy
108,801
+69
+0.1% +$10.8K 4.23% 5
2022
Q2 		$14.9M Sell
108,732
-967
-0.9% -$146K 4.03% 5
2022
Q1 		$19.2M Buy
109,699
+1,093
+1% +$184K 4.71% 5
2021
Q4 		$19.3M Sell
108,606
-225
-0.2% -$35.6K 4.61% 6
2021
Q3 		$15.4M Buy
108,831
+3,207
+3% +$472K 3.94% 6
2021
Q2 		$14.5M Sell
105,624
-3,036
-3% -$393K 3.84% 6
2021
Q1 		$13.3M Buy
108,660
+505
+0.5% +$64.8K 3.63% 6
2020
Q4 		$14.4M Buy
108,155
+3,170
+3% +$381K 3.93% 6
2020
Q3 		$12.2M Buy
104,985
+3,521
+3% +$384K 3.67% 6
2020
Q2 		$9.25M Sell
101,464
-8,104
-7% -$628K 3.26% 7
2020
Q1 		$6.97M Buy
109,568
+13,744
+14% +$1.01M 2.94% 7
2019
Q4 		$7.04M Buy
95,824
+156
+0.2% +$10K 3.85% 5
2019
Q3 		$5.36M Buy
95,668
+9,312
+11% +$487K 3.14% 5
2019
Q2 		$4.27M Sell
86,356
-3,860
-4% -$188K 2.58% 5
2019
Q1 		$4.28M Sell
90,216
-6,004
-6% -$255K 2.63% 5
2018
Q4 		$3.79M Buy
+96,220
New +$4.66M 2.79% 7

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

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

Prestige Wealth Management Group reduced its Apple (AAPL) stake by 0.48% in Q1 2026, selling an estimated $130K and leaving 103,290 shares worth $26.2M. The position accounts for 5.15% of the portfolio, ranked #6.

Prestige Wealth Management Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.2M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Prestige Wealth Management Group held 103,290 shares of Apple worth $26.2M as of Q1 2026.
  • Prestige Wealth Management Group sold 500 Apple shares in Q1 2026, an estimated $130K.
  • Apple made up 5.15% of Prestige Wealth Management Group's portfolio in Q1 2026, its #6 holding.
  • Prestige Wealth Management Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Apple position peaked at $28.2M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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