Private Wealth Partners’s Apple AAPL Stock Holding History

Private 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
2025 Q3	–	Sell	-9,300	Closed	-$1.53K	–	170
2025 Q2	$1.53K	Buy	+9,300	New	+$1.88M	﹤0.01%	170
2023 Q3	–	Sell	-30,600	Closed	-$2.33K	–	160
2023 Q2	$2.33K	Hold	30,600	–	–	﹤0.01%	166
2023 Q1	$765	Hold	30,600	–	–	﹤0.01%	162
2022 Q4	$23.4K	Buy	+30,600	New	+$4.37M	﹤0.01%	86
2021 Q3	–	Sell	-73,600	Closed	-$12K	–	81
2021 Q2	$12K	Buy	73,600 +100	+0.1%	+$13K	﹤0.01%	77
2021 Q1	$6K	Buy	73,500 +41,700	+131%	+$5.35M	﹤0.01%	73
2020 Q4	$4K	Buy	+31,800	New	+$3.82M	﹤0.01%	115
2020 Q3	–	Sell	-28,000	Closed	-$1K	–	118
2020 Q2	$1K	Buy	+28,000	New	+$2.17M	﹤0.01%	107

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 Partners's AAPL Position: Q1 2026 in Review

Private Wealth Partners reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $2.08M and leaving 428,458 shares worth $109M. The position accounts for 8.38% of the portfolio, ranked #1.

Private Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $132M in Q2 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Private Wealth Partners held 428,458 shares of Apple worth $109M as of Q1 2026.
Private Wealth Partners sold 8,009 Apple shares in Q1 2026, an estimated $2.08M.
Apple made up 8.38% of Private Wealth Partners's portfolio in Q1 2026, its #1 holding.
Private Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Private Wealth Partners's Apple position peaked at $132M in Q2 2023.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.