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Robinson Smith Wealth Advisors’s Apple AAPL Stock Holding History

Robinson Smith 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 		$2.4M Sell
9,466
-1,531
-14% -$398K 1.63% 16
2025
Q4 		$2.99M Buy
10,997
+820
+8% +$220K 2.04% 15
2025
Q3 		$2.59M Sell
10,177
-831
-8% -$188K 1.86% 14
2025
Q2 		$2.26M Sell
11,008
-2,762
-20% -$558K 1.81% 14
2025
Q1 		$3.06M Buy
13,770
+1,856
+16% +$430K 2.56% 9
2024
Q4 		$2.98M Sell
11,914
-3,557
-23% -$838K 2.53% 10
2024
Q3 		$3.6M Sell
15,471
-4,607
-23% -$1.03M 3.06% 6
2024
Q2 		$4.23M Buy
20,078
+3,186
+19% +$594K 3.72% 5
2024
Q1 		$2.9M Sell
16,892
-4,657
-22% -$847K 2.78% 5
2023
Q4 		$4.15M Buy
+21,549
New +$3.98M 4.08% 5

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

Robinson Smith Wealth Advisors's AAPL Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Apple (AAPL) stake by 14% in Q1 2026, selling an estimated $398K and leaving 9,466 shares worth $2.4M. The position accounts for 1.63% of the portfolio, ranked #16.

Robinson Smith Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.23M in Q2 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Robinson Smith Wealth Advisors held 9,466 shares of Apple worth $2.4M as of Q1 2026.
  • Robinson Smith Wealth Advisors sold 1,531 Apple shares in Q1 2026, an estimated $398K.
  • Apple made up 1.63% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Robinson Smith Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Robinson Smith Wealth Advisors's Apple position peaked at $4.23M in Q2 2024.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.