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Revisor Wealth Management’s Apple AAPL Stock Holding History

Revisor Wealth 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 		$13.3M Sell
52,492
-11,669
-18% -$3.04M 3.68% 2
2025
Q4 		$16M Buy
64,161
+9,221
+17% +$2.48M 4.29% 2
2025
Q3 		$14M Buy
54,940
+1,068
+2% +$241K 4.82% 2
2025
Q2 		$11.4M Sell
53,872
-809
-1% -$163K 4.13% 2
2025
Q1 		$12.1M Sell
54,681
-9,189
-14% -$2.13M 5.4% 2
2024
Q4 		$16M Sell
63,870
-6,717
-10% -$1.58M 14.74% 1
2024
Q3 		$16.4M Sell
70,587
-3,766
-5% -$841K 10.28% 1
2024
Q2 		$15.7M Buy
74,353
+56,071
+307% +$10.5M 10.88% 1
2024
Q1 		$3.33M Buy
18,282
+11,313
+162% +$2.06M 1.5% 14
2023
Q4 		$1.34M Sell
6,969
-3,359
-33% -$620K 1.54% 12
2023
Q3 		$1.77M Buy
10,328
+3,594
+53% +$659K 1.5% 15
2023
Q2 		$1.31M Buy
6,734
+1,256
+23% +$219K 1.17% 20
2023
Q1 		$903K Buy
+5,478
New +$808K 0.83% 29

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

Revisor Wealth Management's AAPL Position: Q1 2026 in Review

Revisor Wealth Management reduced its Apple (AAPL) stake by 18% in Q1 2026, selling an estimated $3.04M and leaving 52,492 shares worth $13.3M. The position accounts for 3.68% of the portfolio, ranked #2.

Revisor Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.4M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Revisor Wealth Management held 52,492 shares of Apple worth $13.3M as of Q1 2026.
  • Revisor Wealth Management sold 11,669 Apple shares in Q1 2026, an estimated $3.04M.
  • Apple made up 3.68% of Revisor Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Revisor Wealth Management first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Revisor Wealth Management's Apple position peaked at $16.4M in Q3 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.