River Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.8M | Sell |
184,513
-1,441
| -0.8% | -$375K | 5.38% | 1 |
|
|
2025
Q4 | $50.6M | Sell |
185,954
-58
| -0% | -$15.6K | 5.67% | 1 |
|
|
2025
Q3 | $47.4M | Sell |
186,012
-1,590
| -0.8% | -$359K | 5.54% | 1 |
|
|
2025
Q2 | $38.5M | Buy |
187,602
+10,258
| +6% | +$2.07M | 4.78% | 2 |
|
|
2025
Q1 | $39.4M | Buy |
177,344
+898
| +0.5% | +$208K | 5.48% | 2 |
|
|
2024
Q4 | $44.2M | Sell |
176,446
-665
| -0.4% | -$157K | 5.86% | 2 |
|
|
2024
Q3 | $41.3M | Buy |
177,111
+344
| +0.2% | +$76.8K | 5.5% | 2 |
|
|
2024
Q2 | $37.2M | Buy |
176,767
+338
| +0.2% | +$63K | 5.34% | 2 |
|
|
2024
Q1 | $30.3M | Buy |
176,429
+1,060
| +0.6% | +$193K | 4.4% | 3 |
|
|
2023
Q4 | $33.8M | Sell |
175,369
-2,073
| -1% | -$383K | 5.39% | 2 |
|
|
2023
Q3 | $30.4M | Buy |
177,442
+110
| +0.1% | +$20.2K | 5.43% | 2 |
|
|
2023
Q2 | $34.4M | Sell |
177,332
-4,546
| -2% | -$792K | 5.84% | 1 |
|
|
2023
Q1 | $30M | Sell |
181,878
-6,570
| -3% | -$969K | 5.46% | 1 |
|
|
2022
Q4 | $24.5M | Buy |
188,448
+294
| +0.2% | +$42K | 4.72% | 2 |
|
|
2022
Q3 | $26M | Sell |
188,154
-9,721
| -5% | -$1.53M | 5.6% | 1 |
|
|
2022
Q2 | $27.1M | Buy |
197,875
+2,244
| +1% | +$340K | 4.99% | 1 |
|
|
2022
Q1 | $34.2M | Buy |
195,631
+1,357
| +0.7% | +$228K | 5.45% | 1 |
|
|
2021
Q4 | $34.5M | Buy |
194,274
+6,931
| +4% | +$1.1M | 5.35% | 1 |
|
|
2021
Q3 | $26.5M | Buy |
187,343
+881
| +0.5% | +$130K | 4.54% | 1 |
|
|
2021
Q2 | $25.5M | Sell |
186,462
-85
| -0% | -$11K | 4.47% | 1 |
|
|
2021
Q1 | $22.8M | Buy |
186,547
+4,188
| +2% | +$538K | 4.28% | 1 |
|
|
2020
Q4 | $24.2M | Buy |
182,359
+3,247
| +2% | +$391K | 5.23% | 1 |
|
|
2020
Q3 | $20.7M | Buy |
179,112
+5,708
| +3% | +$623K | 5.41% | 1 |
|
|
2020
Q2 | $15.8M | Buy |
173,404
+12,092
| +7% | +$937K | 4.8% | 1 |
|
|
2020
Q1 | $10.3M | Buy |
161,312
+4,244
| +3% | +$312K | 4.1% | 2 |
|
|
2019
Q4 | $11.5M | Buy |
157,068
+5,368
| +4% | +$345K | 3.9% | 2 |
|
|
2019
Q3 | $8.49M | Buy |
151,700
+5,912
| +4% | +$309K | 3.21% | 2 |
|
|
2019
Q2 | $7.21M | Sell |
145,788
-2,892
| -2% | -$141K | 2.81% | 2 |
|
|
2019
Q1 | $7.06M | Sell |
148,680
-2,064
| -1% | -$87.5K | 2.96% | 2 |
|
|
2018
Q4 | $5.95M | Sell |
150,744
-5,668
| -4% | -$275K | 2.64% | 2 |
|
|
2018
Q3 | $8.83M | Sell |
156,412
-2,776
| -2% | -$145K | 3.25% | 2 |
|
|
2018
Q2 | $7.37M | Sell |
159,188
-1,424
| -0.9% | -$64.6K | 2.87% | 2 |
|
|
2018
Q1 | $6.74M | Buy |
160,612
+2,252
| +1% | +$96.9K | 2.84% | 2 |
|
|
2017
Q4 | $6.7M | Buy |
158,360
+5,196
| +3% | +$217K | 2.79% | 2 |
|
|
2017
Q3 | $5.9M | Buy |
153,164
+368
| +0.2% | +$14.3K | 2.67% | 2 |
|
|
2017
Q2 | $5.5M | Sell |
152,796
-38,128
| -20% | -$1.41M | 2.56% | 3 |
|
|
2017
Q1 | $6.86M | Buy |
190,924
+41,976
| +28% | +$1.38M | 3.33% | 2 |
|
|
2016
Q4 | $4.31M | Buy |
148,948
+568
| +0.4% | +$16.1K | 2.18% | 3 |
|
|
2016
Q3 | $4.19M | Sell |
148,380
-6,616
| -4% | -$175K | 2.32% | 3 |
|
|
2016
Q2 | $3.7M | Buy |
154,996
+2,096
| +1% | +$52.1K | 2.13% | 3 |
|
|
2016
Q1 | $4.17M | Buy |
152,900
+3,128
| +2% | +$77.9K | 2.49% | 3 |
|
|
2015
Q4 | $3.94M | Buy |
149,772
+2,632
| +2% | +$75.2K | 2.5% | 4 |
|
|
2015
Q3 | $4.06M | Buy |
147,140
+10,540
| +8% | +$309K | 2.79% | 4 |
|
|
2015
Q2 | $4.28M | Buy |
136,600
+876
| +0.6% | +$28K | 2.72% | 5 |
|
|
2015
Q1 | $4.22M | Buy |
+135,724
| New | +$4.1M | 2.61% | 4 |
|
Other funds holding AAPL
VCM
VPM
River Wealth Advisors's AAPL Position: Q1 2026 in Review
River Wealth Advisors reduced its Apple (AAPL) stake by 0.77% in Q1 2026, selling an estimated $375K and leaving 184,513 shares worth $46.8M. The position accounts for 5.38% of the portfolio, ranked #1.
River Wealth Advisors first reported a position in AAPL in Q1 2015 and has held it in 45 quarters since. The position peaked at $50.6M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- River Wealth Advisors held 184,513 shares of Apple worth $46.8M as of Q1 2026.
- River Wealth Advisors sold 1,441 Apple shares in Q1 2026, an estimated $375K.
- Apple made up 5.38% of River Wealth Advisors's portfolio in Q1 2026, its #1 holding.
- River Wealth Advisors first reported a position in Apple in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's Apple position peaked at $50.6M in Q4 2025.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.