Private Wealth Management Group’s Apple AAPL Stock Holding History

Private 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	$7.96M	Buy	31,360 +522	+2%	+$136K	2.09%	16
2025 Q4	$8.38M	Sell	30,838 -4,793	-13%	-$1.29M	2.24%	16
2025 Q3	$9.07M	Sell	35,631 -78	-0.2%	-$17.6K	2.5%	16
2025 Q2	$7.33M	Sell	35,709 -441	-1%	-$89.1K	2.43%	16
2025 Q1	$8.03M	Sell	36,150 -5,064	-12%	-$1.17M	2.96%	14
2024 Q4	$10.3M	Buy	41,214 +23,638	+134%	+$5.57M	3.95%	10
2024 Q3	$4.1M	Sell	17,576 -351	-2%	-$78.4K	1.62%	16
2024 Q2	$3.78M	Sell	17,927 -1,337	-7%	-$249K	1.64%	15
2024 Q1	$3.3M	Buy	19,264 +570	+3%	+$104K	1.5%	15
2023 Q4	$3.6M	Buy	+18,694	New	+$3.45M	1.77%	14

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Private Wealth Management Group increased its Apple (AAPL) stake by 1.7% in Q1 2026, buying an estimated $136K and bringing the position to 31,360 shares worth $7.96M. The position accounts for 2.09% of the portfolio, ranked #16.

Private Wealth Management Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Private Wealth Management Group held 31,360 shares of Apple worth $7.96M as of Q1 2026.
Private Wealth Management Group bought 522 Apple shares in Q1 2026, an estimated $136K.
Apple made up 2.09% of Private Wealth Management Group's portfolio in Q1 2026, its #16 holding.
Private Wealth Management Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Apple position peaked at $10.3M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.