TCPW
AAPL icon

Twin City Private Wealth’s Apple AAPL Stock Holding History

Twin City 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 		$477K Sell
1,879
-4
-0.2% -$1.04K 0.36% 80
2025
Q4 		$512K Sell
1,883
-1
-0.1% -$268 0.39% 75
2025
Q3 		$480K Sell
1,884
-1
-0.1% -$226 0.37% 77
2025
Q2 		$387K Sell
1,885
-164
-8% -$33.1K 0.32% 79
2025
Q1 		$455K Buy
2,049
+75
+4% +$17.4K 0.4% 74
2024
Q4 		$494K Buy
1,974
+970
+97% +$229K 0.44% 71
2024
Q3 		$234K Buy
1,004
+34
+4% +$7.59K 0.2% 87
2024
Q2 		$204K Sell
970
-1,951
-67% -$364K 0.19% 85
2024
Q1 		$501K Buy
+2,921
New +$531K 0.49% 66

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

Twin City Private Wealth's AAPL Position: Q1 2026 in Review

Twin City Private Wealth reduced its Apple (AAPL) stake by 0.21% in Q1 2026, selling an estimated $1.04K and leaving 1,879 shares worth $477K. The position accounts for 0.36% of the portfolio, ranked #80.

Twin City Private Wealth first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $512K in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Twin City Private Wealth held 1,879 shares of Apple worth $477K as of Q1 2026.
  • Twin City Private Wealth sold 4 Apple shares in Q1 2026, an estimated $1.04K.
  • Apple made up 0.36% of Twin City Private Wealth's portfolio in Q1 2026, its #80 holding.
  • Twin City Private Wealth first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's Apple position peaked at $512K in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.