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Schneider Downs Wealth Management Advisors’s Apple AAPL Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$8.56M Sell
33,719
-217
-0.6% -$56.5K 0.94% 21
2025
Q4 		$9.23M Buy
33,936
+5,018
+17% +$1.35M 1.04% 20
2025
Q3 		$7.36M Buy
28,918
+1,676
+6% +$379K 0.87% 23
2025
Q2 		$5.59M Sell
27,242
-1,726
-6% -$349K 0.84% 26
2025
Q1 		$6.43M Buy
28,968
+127
+0.4% +$29.4K 1.17% 21
2024
Q4 		$7.22M Sell
28,841
-677
-2% -$160K 1.36% 19
2024
Q3 		$6.88M Sell
29,518
-9,907
-25% -$2.21M 1.41% 17
2024
Q2 		$8.3M Sell
39,425
-1,003
-2% -$187K 1.85% 13
2024
Q1 		$6.93M Buy
40,428
+11,477
+40% +$2.09M 1.6% 17
2023
Q4 		$5.57M Buy
28,951
+192
+0.7% +$35.5K 1.45% 20
2023
Q3 		$4.92M Buy
28,759
+253
+0.9% +$46.4K 1.14% 19
2023
Q2 		$5.53M Buy
28,506
+107
+0.4% +$18.6K 1.26% 18
2023
Q1 		$4.68M Sell
28,399
-590
-2% -$87.1K 0.96% 20
2022
Q4 		$3.77M Sell
28,989
-5,575
-16% -$797K 0.83% 20
2022
Q3 		$4.78M Sell
34,564
-3,663
-10% -$575K 1.4% 14
2022
Q2 		$5.23M Sell
38,227
-294
-0.8% -$44.5K 1.46% 14
2022
Q1 		$6.73M Sell
38,521
-1,991
-5% -$335K 1.71% 14
2021
Q4 		$7.19M Buy
40,512
+168
+0.4% +$26.6K 1.72% 12
2021
Q3 		$5.71M Buy
40,344
+2,486
+7% +$366K 1.47% 12
2021
Q2 		$5.18M Buy
37,858
+303
+0.8% +$39.3K 1.34% 14
2021
Q1 		$4.59M Buy
37,555
+2,921
+8% +$375K 1.12% 15
2020
Q4 		$4.6M Sell
34,634
-5,301
-13% -$638K 1.28% 12
2020
Q3 		$4.63M Buy
39,935
+1,627
+4% +$178K 1.55% 11
2020
Q2 		$3.49M Buy
38,308
+10,664
+39% +$826K 1.19% 13
2020
Q1 		$1.76M Buy
27,644
+7,560
+38% +$556K 0.64% 22
2019
Q4 		$1.47M Sell
20,084
-1,260
-6% -$81.1K 0.44% 21
2019
Q3 		$1.2M Sell
21,344
-596
-3% -$31.2K 0.37% 23
2019
Q2 		$1.09M Buy
21,940
+612
+3% +$29.8K 0.38% 25
2019
Q1 		$1.01M Sell
21,328
-600
-3% -$25.4K 0.38% 23
2018
Q4 		$865K Sell
21,928
-5,572
-20% -$270K 0.37% 23
2018
Q3 		$1.55M Buy
27,500
+6,424
+30% +$335K 0.98% 14
2018
Q2 		$975K Sell
21,076
-6,592
-24% -$299K 0.65% 16
2018
Q1 		$1.16M Buy
27,668
+17,588
+174% +$757K 0.65% 15
2017
Q4 		$426K Hold
10,080
– – 0.25% 23
2017
Q3 		$388K Sell
10,080
-984
-9% -$38.2K 0.25% 26
2017
Q2 		$398K Sell
11,064
-5,244
-32% -$194K 0.26% 27
2017
Q1 		$586K Sell
16,308
-156
-0.9% -$5.14K 0.4% 21
2016
Q4 		$477K Sell
16,464
-1,268
-7% -$35.9K 0.32% 19
2016
Q3 		$501K Buy
17,732
+2,728
+18% +$72.2K 0.32% 17
2016
Q2 		$359K Buy
15,004
+224
+2% +$5.57K 0.24% 22
2016
Q1 		$403K Sell
14,780
-928
-6% -$23.1K 0.28% 19
2015
Q4 		$413K Buy
+15,708
New +$449K 0.48% 17

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

Schneider Downs Wealth Management Advisors's AAPL Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Apple (AAPL) stake by 0.64% in Q1 2026, selling an estimated $56.5K and leaving 33,719 shares worth $8.56M. The position accounts for 0.94% of the portfolio, ranked #21.

Schneider Downs Wealth Management Advisors first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.23M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 33,719 shares of Apple worth $8.56M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 217 Apple shares in Q1 2026, an estimated $56.5K.
  • Apple made up 0.94% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #21 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
  • Schneider Downs Wealth Management Advisors's Apple position peaked at $9.23M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.