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ViaWealth’s Apple AAPL Stock Holding History

ViaWealth’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 		$4.55M Buy
17,914
+341
+2% +$88.7K 2.53% 6
2025
Q4 		$4.78M Buy
17,573
+98
+0.6% +$26.3K 2.69% 6
2025
Q3 		$4.45M Buy
17,475
+1,097
+7% +$248K 2.43% 8
2025
Q2 		$3.36M Sell
16,378
-1,333
-8% -$269K 1.99% 9
2025
Q1 		$3.93M Sell
17,711
-349
-2% -$80.9K 2.43% 9
2024
Q4 		$4.52M Sell
18,060
-229
-1% -$54K 2.73% 8
2024
Q3 		$4.26M Buy
18,289
+650
+4% +$145K 2.48% 8
2024
Q2 		$3.72M Sell
17,639
-200
-1% -$37.3K 2.3% 7
2024
Q1 		$3.06M Sell
17,839
-1,089
-6% -$198K 1.91% 10
2023
Q4 		$3.64M Sell
18,928
-730
-4% -$135K 2.51% 6
2023
Q3 		$3.37M Sell
19,658
-566
-3% -$104K 2.47% 6
2023
Q2 		$3.92M Sell
20,224
-231
-1% -$40.3K 2.93% 5
2023
Q1 		$3.37M Buy
20,455
+56
+0.3% +$8.26K 2.67% 5
2022
Q4 		$2.65M Buy
+20,399
New +$2.92M 2.18% 4

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

ViaWealth's AAPL Position: Q1 2026 in Review

ViaWealth increased its Apple (AAPL) stake by 1.9% in Q1 2026, buying an estimated $88.7K and bringing the position to 17,914 shares worth $4.55M. The position accounts for 2.53% of the portfolio, ranked #6.

ViaWealth first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.78M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • ViaWealth held 17,914 shares of Apple worth $4.55M as of Q1 2026.
  • ViaWealth bought 341 Apple shares in Q1 2026, an estimated $88.7K.
  • Apple made up 2.53% of ViaWealth's portfolio in Q1 2026, its #6 holding.
  • ViaWealth first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Apple position peaked at $4.78M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.