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Sage Private Wealth Group’s Apple AAPL Stock Holding History

Sage Private Wealth Group’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 		$4.21M Buy
16,596
+1,348
+9% +$351K 2.12% 10
2025
Q4 		$4.15M Sell
15,248
-142
-0.9% -$38.1K 2.23% 9
2025
Q3 		$3.92M Sell
15,390
-291
-2% -$65.7K 2.18% 10
2025
Q2 		$3.22M Buy
15,681
+2,623
+20% +$530K 2.06% 10
2025
Q1 		$2.9M Buy
13,058
+18
+0.1% +$4.17K 2.2% 7
2024
Q4 		$3.27M Sell
13,040
-88
-0.7% -$20.7K 2.45% 8
2024
Q3 		$3.06M Sell
13,128
-992
-7% -$222K 2.41% 7
2024
Q2 		$2.97M Buy
14,120
+3,041
+27% +$567K 2.5% 7
2024
Q1 		$1.9M Buy
11,079
+3,154
+40% +$573K 1.52% 10
2023
Q4 		$1.53M Buy
7,925
+951
+14% +$176K 1.36% 11
2023
Q3 		$1.19M Buy
6,974
+167
+2% +$30.6K 1.64% 8
2023
Q2 		$1.32M Sell
6,807
-3
-0% -$523 1.8% 8
2023
Q1 		$1.12M Sell
6,810
-800
-11% -$118K 1.29% 10
2022
Q4 		$989K Sell
7,610
-3,522
-32% -$503K 1.17% 11
2022
Q3 		$1.54M Buy
11,132
+403
+4% +$63.3K 2.03% 9
2022
Q2 		$1.47M Buy
10,729
+624
+6% +$94.5K 2.11% 7
2022
Q1 		$1.76M Sell
10,105
-5
-0% -$841 1.72% 8
2021
Q4 		$1.79M Buy
10,110
+16
+0.2% +$2.53K 2.23% 5
2021
Q3 		$1.43M Buy
10,094
+26
+0.3% +$3.83K 1.97% 5
2021
Q2 		$1.38M Buy
10,068
+36
+0.4% +$4.66K 1.87% 5
2021
Q1 		$1.23M Buy
10,032
+310
+3% +$39.8K 2.11% 3
2020
Q4 		$1.29M Buy
+9,722
New +$1.17M 3.6% 2

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

Sage Private Wealth Group's AAPL Position: Q1 2026 in Review

Sage Private Wealth Group increased its Apple (AAPL) stake by 8.8% in Q1 2026, buying an estimated $351K and bringing the position to 16,596 shares worth $4.21M. The position accounts for 2.12% of the portfolio, ranked #10.

Sage Private Wealth Group first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sage Private Wealth Group held 16,596 shares of Apple worth $4.21M as of Q1 2026.
  • Sage Private Wealth Group bought 1,348 Apple shares in Q1 2026, an estimated $351K.
  • Apple made up 2.12% of Sage Private Wealth Group's portfolio in Q1 2026, its #10 holding.
  • Sage Private Wealth Group first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.