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Private Wealth Asset Management’s Apple AAPL Stock Holding History

Private Wealth Asset 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 		$28.7M Buy
113,260
+6,341
+6% +$1.65M 3.07% 6
2025
Q4 		$29.1M Buy
106,919
+1,426
+1% +$383K 3.16% 5
2025
Q3 		$26.9M Sell
105,493
-288
-0.3% -$65.1K 3.17% 6
2025
Q2 		$21.7M Sell
105,781
-1,384
-1% -$279K 2.88% 8
2025
Q1 		$23.8M Buy
+107,165
New +$24.8M 3.42% 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

Private Wealth Asset Management's AAPL Position: Q1 2026 in Review

Private Wealth Asset Management increased its Apple (AAPL) stake by 5.9% in Q1 2026, buying an estimated $1.65M and bringing the position to 113,260 shares worth $28.7M. The position accounts for 3.07% of the portfolio, ranked #6.

Private Wealth Asset Management first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Private Wealth Asset Management held 113,260 shares of Apple worth $28.7M as of Q1 2026.
  • Private Wealth Asset Management bought 6,341 Apple shares in Q1 2026, an estimated $1.65M.
  • Apple made up 3.07% of Private Wealth Asset Management's portfolio in Q1 2026, its #6 holding.
  • Private Wealth Asset Management first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Apple position peaked at $29.1M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.