Robertson Stephens Wealth Management’s Apple AAPL Stock Holding History

Robertson Stephens 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
2025 Q2	–	Sell	-9,700	Closed	-$2.15M	–	552
2025 Q1	$2.15M	Buy	+9,700	New	+$2.25M	0.07%	184
2023 Q1	–	Sell	-1,800	Closed	-$234K	–	440
2022 Q4	$234K	Hold	1,800	–	–	0.02%	374
2022 Q3	$24.9M	Hold	1,800	–	–	2.6%	7
2022 Q2	$24.6M	Hold	1,800	–	–	2.32%	9
2022 Q1	$31.4M	Sell	1,800 -178,200	-99%	-$30M	2.64%	6
2021 Q4	$16.6M	Hold	180,000	–	–	1.39%	13
2021 Q3	$25.5M	Buy	180,000 +178,200	+9,900%	+$26.2M	2.88%	9
2021 Q2	$246K	Buy	+1,800	New	+$233K	0.03%	292

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

Robertson Stephens Wealth Management's AAPL Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Apple (AAPL) stake by 4.7% in Q1 2026, selling an estimated $6.3M and leaving 485,483 shares worth $123M. The position accounts for 3.45% of the portfolio, ranked #4.

Robertson Stephens Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $139M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Robertson Stephens Wealth Management held 485,483 shares of Apple worth $123M as of Q1 2026.
Robertson Stephens Wealth Management sold 24,209 Apple shares in Q1 2026, an estimated $6.3M.
Apple made up 3.45% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #4 holding.
Robertson Stephens Wealth Management first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
Robertson Stephens Wealth Management's Apple position peaked at $139M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.