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Principle Wealth Partners’s Apple AAPL Stock Holding History

Principle 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
Q1 		$93.1M Sell
366,709
-5,193
-1% -$1.35M 5.32% 4
2025
Q4 		$101M Sell
371,902
-2,970
-0.8% -$797K 5.69% 4
2025
Q3 		$95.5M Sell
374,872
-1,769
-0.5% -$400K 5.54% 4
2025
Q2 		$77.3M Buy
376,641
+8,610
+2% +$1.74M 4.83% 4
2025
Q1 		$81.8M Sell
368,031
-2,593
-0.7% -$601K 5.84% 2
2024
Q4 		$92.8M Buy
370,624
+723
+0.2% +$170K 6.51% 1
2024
Q3 		$86.2M Buy
369,901
+794
+0.2% +$177K 6.1% 1
2024
Q2 		$77.7M Buy
369,107
+109
+0% +$20.3K 5.92% 1
2024
Q1 		$63.3M Buy
368,998
+561
+0.2% +$102K 4.94% 2
2023
Q4 		$70.9M Sell
368,437
-1,027
-0.3% -$190K 6.11% 1
2023
Q3 		$63.3M Sell
369,464
-1,963
-0.5% -$360K 6.36% 1
2023
Q2 		$72M Sell
371,427
-8,480
-2% -$1.48M 7.24% 1
2023
Q1 		$62.6M Buy
379,907
+2,936
+0.8% +$433K 6.7% 1
2022
Q4 		$49M Sell
376,971
-1,789
-0.5% -$256K 5.55% 2
2022
Q3 		$52.3K Sell
378,760
-1,131
-0.3% -$178K 4.94% 3
2022
Q2 		$51.9M Sell
379,891
-6,875
-2% -$1.04M 6.25% 1
2022
Q1 		$67.5M Sell
386,766
-3,570
-0.9% -$600K 7.1% 1
2021
Q4 		$69.3M Buy
390,336
+17,383
+5% +$2.75M 7.28% 1
2021
Q3 		$52.8M Buy
372,953
+783
+0.2% +$115K 6.09% 3
2021
Q2 		$51M Sell
372,170
-1,419
-0.4% -$184K 5.79% 3
2021
Q1 		$45.6M Buy
373,589
+25,728
+7% +$3.3M 5.34% 3
2020
Q4 		$46.2M Buy
347,861
+99,672
+40% +$12M 6.08% 2
2020
Q3 		$28.7M Sell
248,189
-3,055
-1% -$333K 8.01% 2
2020
Q2 		$22.9M Buy
251,244
+5,180
+2% +$401K 6.73% 4
2020
Q1 		$15.6M Buy
246,064
+10,628
+5% +$782K 5.87% 4
2019
Q4 		$17.3M Buy
235,436
+2,452
+1% +$158K 5.52% 2
2019
Q3 		$13M Buy
232,984
+28,244
+14% +$1.48M 4.51% 3
2019
Q2 		$10.1M Buy
204,740
+15,620
+8% +$761K 5.21% 2
2019
Q1 		$8.98M Buy
189,120
+7,584
+4% +$322K 5.14% 2
2018
Q4 		$7.16M Buy
+181,536
New +$8.8M 6.01% 1

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

Principle Wealth Partners's AAPL Position: Q1 2026 in Review

Principle Wealth Partners reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $1.35M and leaving 366,709 shares worth $93.1M. The position accounts for 5.32% of the portfolio, ranked #4.

Principle Wealth Partners first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $101M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Principle Wealth Partners held 366,709 shares of Apple worth $93.1M as of Q1 2026.
  • Principle Wealth Partners sold 5,193 Apple shares in Q1 2026, an estimated $1.35M.
  • Apple made up 5.32% of Principle Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • Principle Wealth Partners first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Apple position peaked at $101M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.