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Ritholtz Wealth Management’s Apple AAPL Stock Holding History

Ritholtz 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
2021
Q3 		– Sell
-3,800
Closed -$64K – 513
2021
Q2 		$64K Buy
3,800
+1,000
+36% +$130K ﹤0.01% 504
2021
Q1 		$43K Buy
2,800
+1,400
+100% +$180K ﹤0.01% 450
2020
Q4 		$51K Hold
1,400
– – ﹤0.01% 376
2020
Q3 		$36K Sell
1,400
-200
-13% -$21.8K ﹤0.01% 309
2020
Q2 		$44K Buy
+1,600
New +$124K 0.01% 277
2020
Q1 		– Sell
-1,200
Closed -$26K – 178
2019
Q4 		$26K Sell
1,200
-400
-25% -$25.7K ﹤0.01% 152
2019
Q3 		$19K Buy
1,600
+400
+33% +$20.9K ﹤0.01% 137
2019
Q2 		$8K Buy
+1,200
New +$58.5K ﹤0.01% 141

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

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

Ritholtz Wealth Management increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $17.5M and bringing the position to 650,779 shares worth $165M. The position accounts for 2.87% of the portfolio, ranked #6.

Ritholtz Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 37 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ritholtz Wealth Management held 650,779 shares of Apple worth $165M as of Q1 2026.
  • Ritholtz Wealth Management bought 67,172 Apple shares in Q1 2026, an estimated $17.5M.
  • Apple made up 2.87% of Ritholtz Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Ritholtz Wealth Management first reported a position in Apple in Q4 2016 and has held it in 37 quarters since.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.