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Quotient Wealth Partners’s Apple AAPL Stock Holding History

Quotient 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 		$23M Buy
90,509
+8,942
+11% +$2.33M 0.6% 23
2025
Q4 		$22.2M Buy
81,567
+2,864
+4% +$769K 0.59% 24
2025
Q3 		$20M Buy
78,703
+4,018
+5% +$908K 0.55% 23
2025
Q2 		$15.3M Sell
74,685
-1,091
-1% -$220K 0.45% 28
2025
Q1 		$16.8M Buy
75,776
+107
+0.1% +$24.8K 0.54% 24
2024
Q4 		$18.9M Buy
75,669
+2,522
+3% +$594K 0.62% 25
2024
Q3 		$17M Sell
73,147
-690
-0.9% -$154K 0.56% 25
2024
Q2 		$15.6M Sell
73,837
-688
-0.9% -$128K 0.54% 27
2024
Q1 		$12.8M Sell
74,525
-6,935
-9% -$1.26M 0.46% 28
2023
Q4 		$15.7M Buy
+81,460
New +$15M 0.61% 28

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

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

Quotient Wealth Partners increased its Apple (AAPL) stake by 11% in Q1 2026, buying an estimated $2.33M and bringing the position to 90,509 shares worth $23M. The position accounts for 0.6% of the portfolio, ranked #23.

Quotient Wealth Partners first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Quotient Wealth Partners held 90,509 shares of Apple worth $23M as of Q1 2026.
  • Quotient Wealth Partners bought 8,942 Apple shares in Q1 2026, an estimated $2.33M.
  • Apple made up 0.6% of Quotient Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Quotient Wealth Partners first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.