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Pursue Wealth Partners’s Apple AAPL Stock Holding History

Pursue 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 		$4.97M Sell
19,599
-11,868
-38% -$3.09M 2.97% 10
2025
Q4 		$8.55M Buy
31,467
+11,623
+59% +$3.12M 4.16% 5
2025
Q3 		$5.05M Sell
19,844
-44
-0.2% -$9.94K 2.78% 10
2025
Q2 		$4.08M Buy
19,888
+1,074
+6% +$217K 2.32% 9
2025
Q1 		$4.18M Sell
18,814
-1,307
-6% -$303K 2.54% 10
2024
Q4 		$5.04M Sell
20,121
-14,434
-42% -$3.4M 2.88% 9
2024
Q3 		$8.05M Buy
34,555
+7,434
+27% +$1.66M 4.4% 4
2024
Q2 		$5.71M Buy
27,121
+1,049
+4% +$196K 3.12% 9
2024
Q1 		$4.47M Sell
26,072
-973
-4% -$177K 2.63% 11
2023
Q4 		$5.21M Sell
27,045
-1,100
-4% -$203K 3.37% 8
2023
Q3 		$4.82M Buy
28,145
+1,316
+5% +$241K 3.41% 8
2023
Q2 		$5.2M Sell
26,829
-465
-2% -$81K 3.27% 6
2023
Q1 		$4.5M Buy
27,294
+1,479
+6% +$218K 3.07% 5
2022
Q4 		$3.35M Sell
25,815
-17,220
-40% -$2.46M 2.59% 7
2022
Q3 		$5.95M Sell
43,035
-125
-0.3% -$19.6K 4.28% 3
2022
Q2 		$5.9M Sell
43,160
-7,304
-14% -$1.11M 3.76% 4
2022
Q1 		$8.69M Sell
50,464
-7,874
-13% -$1.32M 3.59% 5
2021
Q4 		$10.4M Buy
+58,338
New +$9.22M 4.01% 4

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

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

Pursue Wealth Partners reduced its Apple (AAPL) stake by 38% in Q1 2026, selling an estimated $3.09M and leaving 19,599 shares worth $4.97M. The position accounts for 2.97% of the portfolio, ranked #10.

Pursue Wealth Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.4M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pursue Wealth Partners held 19,599 shares of Apple worth $4.97M as of Q1 2026.
  • Pursue Wealth Partners sold 11,868 Apple shares in Q1 2026, an estimated $3.09M.
  • Apple made up 2.97% of Pursue Wealth Partners's portfolio in Q1 2026, its #10 holding.
  • Pursue Wealth Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Pursue Wealth Partners's Apple position peaked at $10.4M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.