SWMP
AAPL icon

Signature Wealth Management Partners’s Apple AAPL Stock Holding History

Signature Wealth Management 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
2026
Q1 		$13.6M Buy
53,661
+3,990
+8% +$1.04M 6.83% 4
2025
Q4 		$13.5M Sell
49,671
-381
-0.8% -$102K 6.68% 5
2025
Q3 		$12.7M Sell
50,052
-468
-0.9% -$106K 6.67% 4
2025
Q2 		$10.4M Sell
50,520
-1,615
-3% -$326K 5.92% 6
2025
Q1 		$11.6M Sell
52,135
-818
-2% -$190K 7.58% 4
2024
Q4 		$13.3M Sell
52,953
-75
-0.1% -$17.7K 9.11% 1
2024
Q3 		$12.4M Buy
53,028
+154
+0.3% +$34.4K 8.95% 1
2024
Q2 		$11.1M Buy
52,874
+2,016
+4% +$376K 8.47% 1
2024
Q1 		$8.72M Sell
50,858
-2,067
-4% -$376K 7.1% 3
2023
Q4 		$10.2M Sell
52,925
-1,048
-2% -$194K 8.92% 1
2023
Q3 		$9.24M Sell
53,973
-639
-1% -$117K 9.04% 1
2023
Q2 		$10.6M Sell
54,612
-5,368
-9% -$935K 9.82% 1
2023
Q1 		$9.89M Sell
59,980
-1,849
-3% -$273K 9.18% 1
2022
Q4 		$8.03M Buy
61,829
+355
+0.6% +$50.7K 7.91% 1
2022
Q3 		$8.5M Sell
61,474
-304
-0.5% -$47.7K 9.36% 1
2022
Q2 		$8.45M Buy
61,778
+2,066
+3% +$313K 8.65% 1
2022
Q1 		$10.4M Buy
59,712
+1,220
+2% +$205K 8.88% 1
2021
Q4 		$10.4M Buy
58,492
+562
+1% +$88.8K 8.8% 1
2021
Q3 		$8.2M Buy
57,930
+1,286
+2% +$189K 7.43% 2
2021
Q2 		$7.76M Buy
56,644
+477
+0.8% +$61.8K 7.04% 2
2021
Q1 		$6.86M Buy
56,167
+74
+0.1% +$9.5K 6.58% 2
2020
Q4 		$7.44M Buy
+56,093
New +$6.75M 7.44% 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

Signature Wealth Management Partners's AAPL Position: Q1 2026 in Review

Signature Wealth Management Partners increased its Apple (AAPL) stake by 8% in Q1 2026, buying an estimated $1.04M and bringing the position to 53,661 shares worth $13.6M. The position accounts for 6.83% of the portfolio, ranked #4.

Signature Wealth Management Partners 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.

  • Signature Wealth Management Partners held 53,661 shares of Apple worth $13.6M as of Q1 2026.
  • Signature Wealth Management Partners bought 3,990 Apple shares in Q1 2026, an estimated $1.04M.
  • Apple made up 6.83% of Signature Wealth Management Partners's portfolio in Q1 2026, its #4 holding.
  • Signature Wealth Management Partners 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 Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.