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Tradition Wealth Management’s Apple AAPL Stock Holding History

Tradition Wealth Management’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 		$31.7M Buy
124,738
+2,806
+2% +$730K 2.25% 5
2025
Q4 		$33.1M Buy
121,932
+724
+0.6% +$194K 2.38% 5
2025
Q3 		$30.9M Sell
121,208
-808
-0.7% -$183K 2.28% 5
2025
Q2 		$25M Sell
122,016
-1,655
-1% -$334K 2% 6
2025
Q1 		$27.5M Buy
123,671
+2,230
+2% +$517K 2.42% 5
2024
Q4 		$30.4M Sell
121,441
-3,032
-2% -$715K 2.68% 4
2024
Q3 		$29M Sell
124,473
-2,089
-2% -$467K 2.59% 4
2024
Q2 		$26.7M Sell
126,562
-174
-0.1% -$32.4K 2.58% 4
2024
Q1 		$21.7M Buy
126,736
+1,739
+1% +$316K 2.2% 9
2023
Q4 		$24.1M Sell
124,997
-361
-0.3% -$66.7K 2.52% 4
2023
Q3 		$21.5M Sell
125,358
-1,896
-1% -$348K 2.56% 7
2023
Q2 		$24.7M Buy
127,254
+2,873
+2% +$501K 2.88% 5
2023
Q1 		$20.5M Buy
124,381
+34,329
+38% +$5.07M 2.55% 6
2022
Q4 		$11.7M Sell
90,052
-1,586
-2% -$227K 1.65% 13
2022
Q3 		$12.7M Buy
91,638
+2,790
+3% +$438K 1.9% 10
2022
Q2 		$12.1M Sell
88,848
-2,450
-3% -$371K 1.76% 11
2022
Q1 		$15.9M Buy
91,298
+53
+0.1% +$8.91K 2.03% 6
2021
Q4 		$16.2M Buy
91,245
+468
+0.5% +$74K 2.04% 6
2021
Q3 		$12.8M Sell
90,777
-136
-0.1% -$20K 1.83% 11
2021
Q2 		$12.5M Buy
90,913
+2,242
+3% +$290K 1.86% 8
2021
Q1 		$10.8M Buy
88,671
+2,418
+3% +$310K 1.87% 9
2020
Q4 		$11.4M Buy
+86,253
New +$10.4M 2.22% 6

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

Tradition Wealth Management's AAPL Position: Q1 2026 in Review

Tradition Wealth Management increased its Apple (AAPL) stake by 2.3% in Q1 2026, buying an estimated $730K and bringing the position to 124,738 shares worth $31.7M. The position accounts for 2.25% of the portfolio, ranked #5.

Tradition Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.1M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tradition Wealth Management held 124,738 shares of Apple worth $31.7M as of Q1 2026.
  • Tradition Wealth Management bought 2,806 Apple shares in Q1 2026, an estimated $730K.
  • Apple made up 2.25% of Tradition Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Tradition Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Apple position peaked at $33.1M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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