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Royal Capital Wealth Management’s Apple AAPL Stock Holding History

Royal Capital 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 		$4.92M Sell
19,379
-774
-4% -$201K 3.06% 10
2025
Q4 		$5.48M Sell
20,153
-73
-0.4% -$19.6K 3.23% 9
2025
Q3 		$5.15M Sell
20,226
-14
-0.1% -$3.16K 3.16% 10
2025
Q2 		$4.15M Sell
20,240
-3,701
-15% -$747K 2.76% 11
2025
Q1 		$5.32M Sell
23,941
-115
-0.5% -$26.6K 3.73% 8
2024
Q4 		$6.02M Sell
24,056
-3,370
-12% -$794K 4.22% 6
2024
Q3 		$6.39M Buy
27,426
+1,497
+6% +$334K 4.52% 6
2024
Q2 		$5.46M Buy
25,929
+1,174
+5% +$219K 4.11% 6
2024
Q1 		$4.25M Sell
24,755
-5,250
-17% -$955K 3.33% 6
2023
Q4 		$5.78M Buy
30,005
+4,362
+17% +$805K 5% 5
2023
Q3 		$4.39M Buy
25,643
+155
+0.6% +$28.4K 4.21% 5
2023
Q2 		$4.94M Buy
25,488
+230
+0.9% +$40.1K 4.66% 5
2023
Q1 		$4.17M Buy
25,258
+34
+0.1% +$5.02K 4.19% 6
2022
Q4 		$3.28M Sell
25,224
-5,858
-19% -$837K 3.48% 8
2022
Q3 		$4.3M Buy
31,082
+2,641
+9% +$415K 5.01% 3
2022
Q2 		$3.89M Buy
28,441
+2,138
+8% +$324K 4.22% 3
2022
Q1 		$4.59M Buy
26,303
+142
+0.5% +$23.9K 4.49% 3
2021
Q4 		$4.64M Buy
+26,161
New +$4.13M 4.51% 3

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

Royal Capital Wealth Management's AAPL Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its Apple (AAPL) stake by 3.8% in Q1 2026, selling an estimated $201K and leaving 19,379 shares worth $4.92M. The position accounts for 3.06% of the portfolio, ranked #10.

Royal Capital Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.39M in Q3 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Royal Capital Wealth Management held 19,379 shares of Apple worth $4.92M as of Q1 2026.
  • Royal Capital Wealth Management sold 774 Apple shares in Q1 2026, an estimated $201K.
  • Apple made up 3.06% of Royal Capital Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Royal Capital Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Apple position peaked at $6.39M in Q3 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.