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Primoris Wealth Advisors’s Apple AAPL Stock Holding History

Primoris Wealth Advisors’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 		$5.48M Sell
21,591
-275
-1% -$71.6K 3.84% 6
2025
Q4 		$5.94M Sell
21,866
-120
-0.5% -$32.2K 3.56% 3
2025
Q3 		$5.6M Sell
21,986
-337
-2% -$76.1K 3.56% 5
2025
Q2 		$4.58M Buy
22,323
+197
+0.9% +$39.8K 3.13% 7
2025
Q1 		$4.91M Buy
22,126
+171
+0.8% +$39.6K 3.8% 5
2024
Q4 		$5.5M Sell
21,955
-109
-0.5% -$25.7K 4.18% 4
2024
Q3 		$5.14M Sell
22,064
-115
-0.5% -$25.7K 3.73% 3
2024
Q2 		$4.67M Sell
22,179
-2,783
-11% -$519K 3.73% 5
2024
Q1 		$4.28M Sell
24,962
-1,085
-4% -$197K 3.42% 6
2023
Q4 		$5.01M Buy
26,047
+786
+3% +$145K 4.73% 2
2023
Q3 		$4.32M Sell
25,261
-206
-0.8% -$37.8K 5.23% 3
2023
Q2 		$4.94M Buy
25,467
+405
+2% +$70.6K 5.42% 3
2023
Q1 		$4.13M Sell
25,062
-556
-2% -$82K 5.09% 4
2022
Q4 		$3.33M Buy
25,618
+414
+2% +$59.2K 5.13% 6
2022
Q3 		$3.48M Sell
25,204
-1,005
-4% -$158K 6.21% 4
2022
Q2 		$3.58M Buy
26,209
+2,157
+9% +$327K 5.15% 2
2022
Q1 		$4.2M Sell
24,052
-51
-0.2% -$8.58K 3.91% 8
2021
Q4 		$4.28M Buy
+24,103
New +$3.81M 3.45% 6

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

Primoris Wealth Advisors's AAPL Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $71.6K and leaving 21,591 shares worth $5.48M. The position accounts for 3.84% of the portfolio, ranked #6.

Primoris Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.94M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Primoris Wealth Advisors held 21,591 shares of Apple worth $5.48M as of Q1 2026.
  • Primoris Wealth Advisors sold 275 Apple shares in Q1 2026, an estimated $71.6K.
  • Apple made up 3.84% of Primoris Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Primoris Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's Apple position peaked at $5.94M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.