RKL Wealth Management’s Apple AAPL Stock Holding History

RKL 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	$30.4M	Sell	119,881 -5,763	-5%	-$1.5M	2.74%	7
2025 Q4	$34.2M	Buy	125,644 +676	+0.5%	+$181K	2.8%	7
2025 Q3	$31.8M	Sell	124,968 -6,617	-5%	-$1.49M	2.71%	7
2025 Q2	$27M	Sell	131,585 -2,427	-2%	-$490K	2.37%	8
2025 Q1	$29.8M	Buy	134,012 +6,040	+5%	+$1.4M	2.81%	6
2024 Q4	$32M	Buy	127,972 +15,446	+14%	+$3.64M	2.85%	7
2024 Q3	$26.2M	Buy	112,526 +139	+0.1%	+$31K	2.37%	8
2024 Q2	$23.7M	Sell	112,387 -2,724	-2%	-$508K	2.28%	9
2024 Q1	$19.7M	Buy	115,111 +2,389	+2%	+$434K	1.96%	11
2023 Q4	$21.7M	Buy	112,722 +4,098	+4%	+$757K	2.35%	9
2023 Q3	$18.6M	Sell	108,624 -2,262	-2%	-$415K	2.28%	11
2023 Q2	$21.5M	Sell	110,886 -2,132	-2%	-$372K	2.55%	8
2023 Q1	$18.6M	Buy	113,018 +995	+0.9%	+$147K	2.35%	10
2022 Q4	$14.6M	Sell	112,023 -264	-0.2%	-$37.7K	1.95%	13
2022 Q3	$15.5M	Sell	112,287 -171	-0.2%	-$26.8K	2.24%	11
2022 Q2	$15.4M	Buy	112,458 +6,746	+6%	+$1.02M	2.11%	13
2022 Q1	$18.5M	Buy	105,712 +8,008	+8%	+$1.35M	2.22%	13
2021 Q4	$17.3M	Sell	97,704 -6,010	-6%	-$950K	2.06%	13
2021 Q3	$14.7M	Sell	103,714 -13,140	-11%	-$1.93M	1.86%	14
2021 Q2	$16M	Buy	116,854 +12,185	+12%	+$1.58M	2.02%	14
2021 Q1	$12.8M	Sell	104,669 -3,929	-4%	-$504K	1.71%	15
2020 Q4	$14.4M	Buy	108,598 +42,344	+64%	+$5.09M	2.01%	14
2020 Q3	$7.67M	Sell	66,254 -1,458	-2%	-$159K	1.22%	24
2020 Q2	$6.17M	Buy	67,712 +620	+0.9%	+$48K	1.06%	26
2020 Q1	$4.26M	Sell	67,092 -3,304	-5%	-$243K	0.89%	30
2019 Q4	$5.17M	Sell	70,396 -8,544	-11%	-$550K	0.93%	29
2019 Q3	$4.42M	Sell	78,940 -548	-0.7%	-$28.6K	0.84%	32
2019 Q2	$3.94M	Sell	79,488 -388	-0.5%	-$18.9K	0.73%	35
2019 Q1	$3.79M	Buy	79,876 +3,112	+4%	+$132K	0.74%	35
2018 Q4	$3.03M	Sell	76,764 -132	-0.2%	-$6.4K	0.7%	36
2018 Q3	$4.35M	Sell	76,896 -2,120	-3%	-$110K	0.92%	29
2018 Q2	$3.65M	Sell	79,016 -2,160	-3%	-$98K	0.83%	33
2018 Q1	$3.4M	Sell	81,176 -1,408	-2%	-$60.6K	0.81%	32
2017 Q4	$3.5M	Sell	82,584 -8,836	-10%	-$369K	0.86%	32
2017 Q3	$3.52M	Buy	91,420 +4,524	+5%	+$176K	0.99%	34
2017 Q2	$3.13M	Buy	86,896 +21,368	+33%	+$790K	0.99%	33
2017 Q1	$2.35M	Buy	65,528 +5,284	+9%	+$174K	0.95%	36
2016 Q4	$1.74M	Buy	60,244 +4,756	+9%	+$135K	0.84%	32
2016 Q3	$1.57M	Buy	55,488 +13,736	+33%	+$364K	0.79%	31
2016 Q2	$1M	Buy	41,752 +13,056	+45%	+$324K	0.52%	43
2016 Q1	$782K	Sell	28,696 -200,932	-88%	-$5.01M	0.45%	37
2015 Q4	$6.04K	Sell	229,628 -2,240	-1%	-$64K	2.8%	11
2015 Q3	$6.39M	Sell	231,868 -4,904	-2%	-$144K	4.03%	5
2015 Q2	$7.42M	Sell	236,772 -2,328	-1%	-$74.5K	4.45%	5
2015 Q1	$7.44M	Buy	239,100 +23,484	+11%	+$709K	4.5%	6
2014 Q4	$5.95M	Buy	215,616 +53,560	+33%	+$1.46M	3.88%	8
2014 Q3	$4.08M	Buy	162,056 +47,676	+42%	+$1.17M	2.85%	16
2014 Q2	$2.66M	Sell	114,380 -1,820	-2%	-$38.7K	1.95%	25
2014 Q1	$2.23M	Buy	+116,200	New	+$2.21M	1.69%	25

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

RKL Wealth Management reduced its Apple (AAPL) stake by 4.6% in Q1 2026, selling an estimated $1.5M and leaving 119,881 shares worth $30.4M. The position accounts for 2.74% of the portfolio, ranked #7.

RKL Wealth Management first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $34.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

RKL Wealth Management held 119,881 shares of Apple worth $30.4M as of Q1 2026.
RKL Wealth Management sold 5,763 Apple shares in Q1 2026, an estimated $1.5M.
Apple made up 2.74% of RKL Wealth Management's portfolio in Q1 2026, its #7 holding.
RKL Wealth Management first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
RKL Wealth Management's Apple position peaked at $34.2M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.