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RWA Wealth Partners’s Apple AAPL Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-1,000
Closed -$21.4K – 605
2025
Q2 		$21.4K Hold
1,000
– – ﹤0.01% 589
2025
Q1 		$17.3K Buy
+1,000
New +$232K ﹤0.01% 544

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

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.