RWA Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $200M | Sell |
791,995
-11,957
| -1% | -$3.11M | 2.19% | 9 |
|
|
2025
Q4 | $217M | Buy |
803,952
+18,548
| +2% | +$4.98M | 2.38% | 8 |
|
|
2025
Q3 | $200M | Buy |
785,404
+50,682
| +7% | +$11.4M | 2.27% | 9 |
|
|
2025
Q2 | $151M | Sell |
734,722
-4,097
| -0.6% | -$827K | 1.89% | 10 |
|
|
2025
Q1 | $164M | Sell |
738,819
-111,505
| -13% | -$25.8M | 2.07% | 9 |
|
|
2024
Q4 | $213M | Buy |
850,324
+16,320
| +2% | +$3.85M | 2.62% | 8 |
|
|
2024
Q3 | $194M | Sell |
834,004
-7,342
| -0.9% | -$1.64M | 2.42% | 8 |
|
|
2024
Q2 | $177M | Buy |
841,346
+20,846
| +3% | +$3.89M | 2.34% | 8 |
|
|
2024
Q1 | $141M | Sell |
820,500
-10,996
| -1% | -$2M | 1.89% | 10 |
|
|
2023
Q4 | $160M | Buy |
831,496
+489,712
| +143% | +$90.4M | 2.28% | 8 |
|
|
2023
Q3 | $58.5M | Buy |
341,784
+76,824
| +29% | +$14.1M | 1.27% | 11 |
|
|
2023
Q2 | $51.4M | Sell |
264,960
-22,669
| -8% | -$3.95M | 1.12% | 14 |
|
|
2023
Q1 | $47.4M | Buy |
287,629
+3,365
| +1% | +$497K | 1.14% | 13 |
|
|
2022
Q4 | $37.9M | Buy |
284,264
+15,201
| +6% | +$2.17M | 0.94% | 14 |
|
|
2022
Q3 | $37.2M | Buy |
269,063
+9,472
| +4% | +$1.49M | 2.62% | 9 |
|
|
2022
Q2 | $35.5M | Buy |
259,591
+4,748
| +2% | +$719K | 2.4% | 9 |
|
|
2022
Q1 | $44.5M | Buy |
254,843
+5,544
| +2% | +$932K | 2.88% | 7 |
|
|
2021
Q4 | $44.3M | Buy |
249,299
+2,620
| +1% | +$414K | 2.97% | 8 |
|
|
2021
Q3 | $34.9M | Buy |
246,679
+501
| +0.2% | +$73.8K | 2.6% | 8 |
|
|
2021
Q2 | $33.7M | Sell |
246,178
-11,184
| -4% | -$1.45M | 2.52% | 8 |
|
|
2021
Q1 | $31.4M | Buy |
257,362
+19,506
| +8% | +$2.5M | 2.54% | 8 |
|
|
2020
Q4 | $31.6M | Buy |
237,856
+2,838
| +1% | +$341K | 2.8% | 8 |
|
|
2020
Q3 | $27.2M | Sell |
235,018
-28,702
| -11% | -$3.13M | 2.86% | 8 |
|
|
2020
Q2 | $24.1M | Buy |
263,720
+5,440
| +2% | +$422K | 2.94% | 8 |
|
|
2020
Q1 | $16.4M | Sell |
258,280
-27,464
| -10% | -$2.02M | 2.33% | 12 |
|
|
2019
Q4 | $21M | Sell |
285,744
-36,156
| -11% | -$2.33M | 2.08% | 12 |
|
|
2019
Q3 | $18M | Sell |
321,900
-312
| -0.1% | -$16.3K | 1.9% | 12 |
|
|
2019
Q2 | $15.9M | Sell |
322,212
-1,868
| -0.6% | -$91K | 1.71% | 15 |
|
|
2019
Q1 | $15.4M | Sell |
324,080
-4,452
| -1% | -$189K | 1.76% | 12 |
|
|
2018
Q4 | $13M | Buy |
328,532
+11,916
| +4% | +$578K | 1.7% | 14 |
|
|
2018
Q3 | $17.9M | Buy |
316,616
+788
| +0.2% | +$41K | 2% | 12 |
|
|
2018
Q2 | $14.6M | Buy |
315,828
+57,376
| +22% | +$2.6M | 1.63% | 12 |
|
|
2018
Q1 | $10.8M | Sell |
258,452
-101,344
| -28% | -$4.36M | 1.39% | 12 |
|
|
2017
Q4 | $15.2M | Sell |
359,796
-4,224
| -1% | -$177K | 1.71% | 8 |
|
|
2017
Q3 | $14M | Buy |
364,020
+16,312
| +5% | +$633K | 1.58% | 11 |
|
|
2017
Q2 | $12.5M | Sell |
347,708
-3,168
| -0.9% | -$117K | 1.54% | 12 |
|
|
2017
Q1 | $12.6M | Buy |
350,876
+337,212
| +2,468% | +$11.1M | 1.65% | 13 |
|
|
2016
Q4 | $396K | Buy |
+13,664
| New | +$387K | 0.36% | 26 |
|
Other funds holding AAPL
VCM
VPM
RWA Wealth Partners's AAPL Position: Q1 2026 in Review
RWA Wealth Partners reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $3.11M and leaving 791,995 shares worth $200M. The position accounts for 2.19% of the portfolio, ranked #9.
RWA Wealth Partners first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $217M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- RWA Wealth Partners held 791,995 shares of Apple worth $200M as of Q1 2026.
- RWA Wealth Partners sold 11,957 Apple shares in Q1 2026, an estimated $3.11M.
- Apple made up 2.19% of RWA Wealth Partners's portfolio in Q1 2026, its #9 holding.
- RWA Wealth Partners first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- RWA Wealth Partners's Apple position peaked at $217M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.