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Roberts Wealth Advisors’s Apple AAPL Stock Holding History

Roberts Wealth Advisors’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 		$23.5M Buy
92,437
+4,694
+5% +$1.22M 5.96% 3
2025
Q4 		$23.9M Sell
87,743
-3,641
-4% -$977K 6.23% 2
2025
Q3 		$23.3M Sell
91,384
-1,349
-1% -$305K 6.19% 2
2025
Q2 		$19M Sell
92,733
-493
-0.5% -$99.6K 5.47% 2
2025
Q1 		$20.7M Sell
93,226
-273
-0.3% -$63.2K 6.39% 2
2024
Q4 		$22.2M Sell
93,499
-810
-0.9% -$191K 6.76% 1
2024
Q3 		$21.3M Buy
94,309
+2,068
+2% +$462K 6.89% 1
2024
Q2 		$21.1M Buy
92,241
+26,527
+40% +$4.95M 7.2% 1
2024
Q1 		$11.3M Sell
65,714
-392
-0.6% -$71.3K 4.24% 4
2023
Q4 		$36.8M Sell
66,106
-907
-1% -$167K 5.73% 3
2023
Q3 		$12M Buy
67,013
+636
+1% +$117K 5.27% 3
2023
Q2 		$12.9M Sell
66,377
-19,525
-23% -$3.4M 5.66% 2
2023
Q1 		$14.2M Sell
85,902
-178
-0.2% -$26.3K 6.53% 2
2022
Q4 		$10.8M Buy
86,080
+1,674
+2% +$239K 5.2% 2
2022
Q3 		$12.3M Buy
84,406
+618
+0.7% +$97K 6.04% 2
2022
Q2 		$12.3M Buy
83,788
+1,380
+2% +$209K 5.37% 3
2022
Q1 		$14.4M Sell
82,408
-976
-1% -$164K 5.63% 2
2021
Q4 		$15.2M Buy
83,384
+209
+0.3% +$33K 5.47% 2
2021
Q3 		$11.8M Buy
+83,175
New +$12.2M 4.66% 2

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

Roberts Wealth Advisors's AAPL Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Apple (AAPL) stake by 5.3% in Q1 2026, buying an estimated $1.22M and bringing the position to 92,437 shares worth $23.5M. The position accounts for 5.96% of the portfolio, ranked #3.

Roberts Wealth Advisors first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $36.8M in Q4 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Roberts Wealth Advisors held 92,437 shares of Apple worth $23.5M as of Q1 2026.
  • Roberts Wealth Advisors bought 4,694 Apple shares in Q1 2026, an estimated $1.22M.
  • Apple made up 5.96% of Roberts Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Roberts Wealth Advisors first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Apple position peaked at $36.8M in Q4 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.