RW Investment Management’s Apple AAPL Stock Holding History

RW Investment 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	$6.53M	Buy	+25,750	New	+$6.7M	0.63%	14
2025 Q3	$7.34M	Sell	28,807 -1,916	-6%	-$433K	0.76%	13
2025 Q2	$6.3M	Buy	30,723 +3,569	+13%	+$721K	0.7%	13
2025 Q1	$6.03M	Sell	27,154 -158	-0.6%	-$36.6K	0.74%	13
2024 Q4	$6.84M	Sell	27,312 -19	-0.1%	-$4.48K	0.83%	12
2024 Q3	$6.37M	Hold	27,331	–	–	0.79%	10
2024 Q2	$5.76M	Sell	27,331 -2,020	-7%	-$377K	0.78%	9
2024 Q1	$5.03M	Buy	29,351 +1,856	+7%	+$337K	0.7%	9
2023 Q4	$5.29M	Sell	27,495 -1,319	-5%	-$244K	0.81%	9
2023 Q3	$4.93M	Buy	28,814 +147	+0.5%	+$27K	0.9%	9
2023 Q2	$5.56M	Sell	28,667 -422	-1%	-$73.5K	1.15%	9
2023 Q1	$4.8M	Buy	29,089 +938	+3%	+$138K	1.33%	11
2022 Q4	$3.66M	Buy	+28,151	New	+$4.02M	1.44%	12

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

RW Investment Management's AAPL Position: Q1 2026 in Review

RW Investment Management opened a new position in Apple (AAPL) in Q1 2026: 25,750 shares worth $6.53M. The stake represents 0.63% of the portfolio and ranks #14 among its holdings. This is a return to the name: RW Investment Management previously reported a position in AAPL as recently as Q3 2025.

RW Investment Management first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.34M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

RW Investment Management held 25,750 shares of Apple worth $6.53M as of Q1 2026.
Apple was a new RW Investment Management position in Q1 2026.
Apple made up 0.63% of RW Investment Management's portfolio in Q1 2026, its #14 holding.
RW Investment Management first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Apple position peaked at $7.34M in Q3 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.