SVWAG
AAPL icon

Sound View Wealth Advisors Group’s Apple AAPL Stock Holding History

Sound View Wealth Advisors Group’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 		$69.7M Sell
274,762
-4,978
-2% -$1.3M 4.74% 1
2025
Q4 		$76.1M Sell
279,740
-12,992
-4% -$3.49M 5.1% 1
2025
Q3 		$74.5M Sell
292,732
-1,029
-0.4% -$232K 5.12% 1
2025
Q2 		$60.3M Buy
293,761
+5,818
+2% +$1.17M 4.45% 1
2025
Q1 		$64M Sell
287,943
-20,986
-7% -$4.86M 5.25% 1
2024
Q4 		$77.4M Buy
308,929
+154
+0% +$36.3K 6.23% 1
2024
Q3 		$71.9M Buy
308,775
+80,313
+35% +$17.9M 5.87% 1
2024
Q2 		$48.1M Sell
228,462
-8,262
-3% -$1.54M 4.96% 1
2024
Q1 		$40.6M Sell
236,724
-43,811
-16% -$7.97M 4.33% 1
2023
Q4 		$54M Buy
280,535
+38,222
+16% +$7.06M 5.96% 1
2023
Q3 		$41.5M Buy
242,313
+19,771
+9% +$3.63M 5.16% 1
2023
Q2 		$43.2M Sell
222,542
-23,630
-10% -$4.12M 5.66% 1
2023
Q1 		$40.6M Sell
246,172
-34,363
-12% -$5.07M 5.57% 1
2022
Q4 		$54M Buy
280,535
+150,947
+116% +$21.6M 5.96% 1
2022
Q3 		$17.9M Buy
129,588
+38
+0% +$5.96K 4.02% 1
2022
Q2 		$17.7M Buy
129,550
+1,356
+1% +$205K 3.71% 1
2022
Q1 		$22.4M Buy
128,194
+1,110
+0.9% +$187K 4.26% 1
2021
Q4 		$22.6M Sell
127,084
-2,023
-2% -$320K 4.26% 1
2021
Q3 		$18.3M Buy
129,107
+2,636
+2% +$388K 3.82% 1
2021
Q2 		$17.3M Buy
126,471
+1,112
+0.9% +$144K 3.64% 1
2021
Q1 		$15.3M Sell
125,359
-3,424
-3% -$439K 3.57% 1
2020
Q4 		$17.1M Buy
128,783
+697
+0.5% +$83.8K 4.17% 1
2020
Q3 		$14.8M Sell
128,086
-2,594
-2% -$283K 3.91% 1
2020
Q2 		$11.9M Buy
130,680
+1,204
+0.9% +$93.3K 3.36% 1
2020
Q1 		$8.23M Sell
129,476
-3,660
-3% -$269K 2.84% 2
2019
Q4 		$9.77M Sell
133,136
-6,096
-4% -$392K 2.76% 1
2019
Q3 		$7.8M Sell
139,232
-9,052
-6% -$473K 2.32% 4
2019
Q2 		$7.34M Buy
+148,284
New +$7.23M 2.17% 5

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

Sound View Wealth Advisors Group's AAPL Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Apple (AAPL) stake by 1.8% in Q1 2026, selling an estimated $1.3M and leaving 274,762 shares worth $69.7M. The position accounts for 4.74% of the portfolio, ranked #1.

Sound View Wealth Advisors Group first reported a position in AAPL in Q2 2019 and has held it in 28 quarters since. The position peaked at $77.4M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sound View Wealth Advisors Group held 274,762 shares of Apple worth $69.7M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 4,978 Apple shares in Q1 2026, an estimated $1.3M.
  • Apple made up 4.74% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #1 holding.
  • Sound View Wealth Advisors Group first reported a position in Apple in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Apple position peaked at $77.4M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.