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Schrum Private Wealth Management’s Apple AAPL Stock Holding History

Schrum Private Wealth 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 		$6.05M Sell
23,835
-445
-2% -$116K 4.61% 3
2025
Q4 		$6.6M Buy
24,280
+3
+0% +$805 4.88% 3
2025
Q3 		$6.18M Buy
24,277
+327
+1% +$73.9K 4.53% 3
2025
Q2 		$4.91M Sell
23,950
-351
-1% -$70.9K 3.94% 3
2025
Q1 		$5.4M Sell
24,301
-1,117
-4% -$259K 4.75% 3
2024
Q4 		$6.37M Buy
25,418
+802
+3% +$189K 5.39% 3
2024
Q3 		$5.74M Sell
24,616
-1,432
-5% -$320K 2.96% 3
2024
Q2 		$5.49M Sell
26,048
-605
-2% -$113K 4.95% 3
2024
Q1 		$4.57M Buy
26,653
+15,859
+147% +$2.88M 4.15% 3
2023
Q4 		$2.08M Sell
10,794
-16,097
-60% -$2.97M 2.95% 5
2023
Q3 		$4.6M Sell
26,891
-201
-0.7% -$36.9K 5.25% 3
2023
Q2 		$5.25M Buy
27,092
+6
+0% +$1.05K 5.68% 3
2023
Q1 		$4.47M Buy
27,086
+318
+1% +$46.9K 5.16% 3
2022
Q4 		$3.48M Sell
26,768
-1,869
-7% -$267K 4.12% 3
2022
Q3 		$3.96M Buy
28,637
+112
+0.4% +$17.6K 4.99% 3
2022
Q2 		$3.9M Buy
28,525
+4
+0% +$606 4.41% 3
2022
Q1 		$4.79M Sell
28,521
-322
-1% -$54.1K 4.81% 3
2021
Q4 		$5.12M Buy
+28,843
New +$4.56M 4.67% 3

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

Schrum Private Wealth Management's AAPL Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $116K and leaving 23,835 shares worth $6.05M. The position accounts for 4.61% of the portfolio, ranked #3.

Schrum Private Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.6M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Schrum Private Wealth Management held 23,835 shares of Apple worth $6.05M as of Q1 2026.
  • Schrum Private Wealth Management sold 445 Apple shares in Q1 2026, an estimated $116K.
  • Apple made up 4.61% of Schrum Private Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Schrum Private Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Apple position peaked at $6.6M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.