Sendero Wealth Management’s Apple AAPL Stock Holding History

Sendero 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	$5.13M	Sell	20,204 -285	-1%	-$74.2K	0.57%	29
2025 Q4	$5.57M	Buy	20,489 +759	+4%	+$204K	0.62%	31
2025 Q3	$5.02M	Sell	19,730 -29	-0.1%	-$6.55K	0.59%	35
2025 Q2	$4.05M	Sell	19,759 -36	-0.2%	-$7.27K	0.51%	41
2025 Q1	$4.4M	Sell	19,795 -36,109	-65%	-$8.37M	0.61%	36
2024 Q4	$14M	Sell	55,904 -8,095	-13%	-$1.91M	2.09%	10
2024 Q3	$14.9M	Buy	63,999 +1,243	+2%	+$278K	2.35%	8
2024 Q2	$13.2M	Buy	62,756 +45,245	+258%	+$8.44M	2.22%	8
2024 Q1	$3M	Sell	17,511 -75	-0.4%	-$13.6K	0.52%	40
2023 Q4	$3.39M	Buy	17,586 +1,633	+10%	+$302K	0.64%	34
2023 Q3	$2.73M	Sell	15,953 -600	-4%	-$110K	0.59%	34
2023 Q2	$3.21M	Buy	+16,553	New	+$2.88M	0.7%	32

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sendero Wealth Management's AAPL Position: Q1 2026 in Review

Sendero Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $74.2K and leaving 20,204 shares worth $5.13M. The position accounts for 0.57% of the portfolio, ranked #29.

Sendero Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Sendero Wealth Management held 20,204 shares of Apple worth $5.13M as of Q1 2026.
Sendero Wealth Management sold 285 Apple shares in Q1 2026, an estimated $74.2K.
Apple made up 0.57% of Sendero Wealth Management's portfolio in Q1 2026, its #29 holding.
Sendero Wealth Management first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Apple position peaked at $14.9M in Q3 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.