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Sonoma Private Wealth’s Apple AAPL Stock Holding History

Sonoma Private Wealth’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 		$3.28M Sell
12,912
-145
-1% -$37.7K 4.03% 6
2025
Q4 		$3.55M Sell
13,057
-450
-3% -$121K 4.29% 5
2025
Q3 		$3.44M Sell
13,507
-14
-0.1% -$3.16K 4.11% 5
2025
Q2 		$2.77M Sell
13,521
-59
-0.4% -$11.9K 3.4% 5
2025
Q1 		$3.02M Buy
13,580
+7,623
+128% +$1.77M 4.18% 5
2024
Q4 		$1.49M Buy
5,957
+417
+8% +$98.3K 2.41% 7
2024
Q3 		$1.29M Sell
5,540
-125
-2% -$27.9K 2.01% 11
2024
Q2 		$1.19M Sell
5,665
-24
-0.4% -$4.48K 1.94% 11
2024
Q1 		$976K Sell
5,689
-1,125
-17% -$205K 1.57% 14
2023
Q4 		$1.31M Sell
6,814
-125
-2% -$23.1K 2.17% 8
2023
Q3 		$1.19M Buy
6,939
+76
+1% +$13.9K 2.17% 11
2023
Q2 		$1.33M Sell
6,863
-126
-2% -$22K 2.33% 8
2023
Q1 		$1.15M Buy
6,989
+2,156
+45% +$318K 2.29% 9
2022
Q4 		$628K Buy
+4,833
New +$691K 1.39% 24

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

Sonoma Private Wealth's AAPL Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $37.7K and leaving 12,912 shares worth $3.28M. The position accounts for 4.03% of the portfolio, ranked #6.

Sonoma Private Wealth first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.55M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sonoma Private Wealth held 12,912 shares of Apple worth $3.28M as of Q1 2026.
  • Sonoma Private Wealth sold 145 Apple shares in Q1 2026, an estimated $37.7K.
  • Apple made up 4.03% of Sonoma Private Wealth's portfolio in Q1 2026, its #6 holding.
  • Sonoma Private Wealth first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Sonoma Private Wealth's Apple position peaked at $3.55M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.