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Talon Private Wealth’s Apple AAPL Stock Holding History

Talon 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 		$5.59M Buy
+22,018
New +$5.73M 0.74% 29
2025
Q2 		$5.21M Sell
25,405
-34,934
-58% -$7.05M 0.72% 22
2025
Q1 		$13.4M Buy
60,339
+59,933
+14,762% +$13.9M 1.8% 15
2024
Q4 		$102K Sell
406
-384
-49% -$90.5K 0.02% 136
2024
Q3 		$184K Buy
+790
New +$176K 0.04% 88

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

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

Talon Private Wealth opened a new position in Apple (AAPL) in Q1 2026: 22,018 shares worth $5.59M. The stake represents 0.74% of the portfolio and ranks #29 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in AAPL as recently as Q2 2025.

Talon Private Wealth first reported a position in AAPL in Q3 2024 and has held it in 5 quarters since. The position peaked at $13.4M in Q1 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Talon Private Wealth held 22,018 shares of Apple worth $5.59M as of Q1 2026.
  • Apple was a new Talon Private Wealth position in Q1 2026.
  • Apple made up 0.74% of Talon Private Wealth's portfolio in Q1 2026, its #29 holding.
  • Talon Private Wealth first reported a position in Apple in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Apple position peaked at $13.4M in Q1 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.