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Tower Wealth Partners’s Apple AAPL Stock Holding History

Tower Wealth 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 		$2.89M Buy
11,402
+153
+1% +$39.8K 1.6% 12
2025
Q4 		$3.06M Buy
11,249
+142
+1% +$38.1K 1.68% 11
2025
Q3 		$2.83M Buy
11,107
+570
+5% +$129K 1.55% 11
2025
Q2 		$2.16M Buy
10,537
+456
+5% +$92.1K 1.28% 13
2025
Q1 		$2.24M Buy
10,081
+995
+11% +$231K 1.2% 15
2024
Q4 		$2.28M Sell
9,086
-2,371
-21% -$559K 1.19% 14
2024
Q3 		$2.67M Sell
11,457
-218
-2% -$48.7K 1.55% 12
2024
Q2 		$2.46M Buy
11,675
+954
+9% +$178K 1.52% 12
2024
Q1 		$1.84M Buy
10,721
+1,469
+16% +$267K 1.19% 17
2023
Q4 		$1.78M Sell
9,252
-2,605
-22% -$481K 1.26% 15
2023
Q3 		$2.03M Buy
11,857
+78
+0.7% +$14.3K 1.67% 12
2023
Q2 		$2.28M Buy
11,779
+323
+3% +$56.3K 1.83% 12
2023
Q1 		$1.89M Sell
11,456
-520
-4% -$76.7K 1.58% 11
2022
Q4 		$1.56M Sell
11,976
-33
-0.3% -$4.72K 1.36% 14
2022
Q3 		$1.84M Sell
12,009
-1,109
-8% -$174K 1.75% 10
2022
Q2 		$1.79M Buy
13,118
+289
+2% +$43.8K 2.38% 8
2022
Q1 		$2.24M Sell
12,829
-839
-6% -$141K 2.43% 8
2021
Q4 		$2.43M Sell
13,668
-585
-4% -$92.5K 2.46% 8
2021
Q3 		$2.02M Buy
14,253
+182
+1% +$26.8K 2.13% 8
2021
Q2 		$1.93M Sell
14,071
-410
-3% -$53.1K 2.12% 9
2021
Q1 		$1.77M Buy
14,481
+541
+4% +$69.4K 2.28% 9
2020
Q4 		$1.85M Buy
+13,940
New +$1.68M 2.12% 10

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

Tower Wealth Partners's AAPL Position: Q1 2026 in Review

Tower Wealth Partners increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $39.8K and bringing the position to 11,402 shares worth $2.89M. The position accounts for 1.6% of the portfolio, ranked #12.

Tower Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.06M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tower Wealth Partners held 11,402 shares of Apple worth $2.89M as of Q1 2026.
  • Tower Wealth Partners bought 153 Apple shares in Q1 2026, an estimated $39.8K.
  • Apple made up 1.6% of Tower Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Tower Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Apple position peaked at $3.06M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.