Vigilare Wealth Management
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Vigilare Wealth Management’s Apple AAPL Stock Holding History

Vigilare 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
Q3 		$11.1M Sell
33,312
-462
-1% -$148K 3.39% 8
2026
Q2 		$9.8M Buy
33,774
+122
+0.4% +$34.9K 3% 8
2026
Q1 		$8.54M Buy
33,652
+34
+0.1% +$8.85K 2.89% 6
2025
Q4 		$9.14M Buy
33,618
+887
+3% +$238K 3.07% 9
2025
Q3 		$8.33M Sell
32,731
-1,597
-5% -$361K 2.89% 10
2025
Q2 		$7.04M Sell
34,328
-218
-0.6% -$44K 2.64% 11
2025
Q1 		$7.67M Buy
34,546
+278
+0.8% +$64.4K 3.06% 7
2024
Q4 		$8.58M Sell
34,268
-3,172
-8% -$748K 3.48% 5
2024
Q3 		$8.72M Sell
37,440
-551
-1% -$123K 3.53% 6
2024
Q2 		$8M Sell
37,991
-491
-1% -$91.6K 3.54% 7
2024
Q1 		$6.6M Sell
38,482
-4,034
-9% -$734K 3.25% 6
2023
Q4 		$8.19M Sell
42,516
-188
-0.4% -$34.7K 4.21% 5
2023
Q3 		$7.31M Sell
42,704
-2,664
-6% -$489K 4.66% 5
2023
Q2 		$8.8M Sell
45,368
-1,634
-3% -$285K 5.08% 4
2023
Q1 		$7.75M Sell
47,002
-3,122
-6% -$461K 4.38% 4
2022
Q4 		$6.51M Sell
50,124
-594
-1% -$84.9K 3.8% 6
2022
Q3 		$7.01M Sell
50,718
-612
-1% -$96.1K 9.07% 1
2022
Q2 		$7.02M Sell
51,330
-945
-2% -$143K 7.62% 2
2022
Q1 		$9.13M Sell
52,275
-2,691
-5% -$453K 7.49% 2
2021
Q4 		$9.8M Sell
54,966
-94
-0.2% -$14.9K 5.77% 2
2021
Q3 		$7.79M Buy
55,060
+1,448
+3% +$213K 4.82% 2
2021
Q2 		$7.34M Buy
53,612
+3,434
+7% +$445K 4.46% 2
2021
Q1 		$6.13M Buy
50,178
+1,778
+4% +$228K 4.35% 2
2020
Q4 		$6.42M Buy
48,400
+2,374
+5% +$286K 6.08% 2
2020
Q3 		$5.33M Sell
46,026
-8,578
-16% -$936K 5.55% 2
2020
Q2 		$4.98M Buy
54,604
+896
+2% +$69.4K 5.05% 3
2020
Q1 		$3.41M Buy
53,708
+6,588
+14% +$484K 4.09% 2
2019
Q4 		$3.64M Buy
+47,120
New +$3.03M 2.42% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vigilare Wealth Management's AAPL Position: Q3 2026 in Review

Vigilare Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q3 2026, selling an estimated $148K and leaving 33,312 shares worth $11.1M. The position accounts for 3.39% of the portfolio, ranked #8.

Vigilare Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Vigilare Wealth Management held 33,312 shares of Apple worth $11.1M as of Q3 2026.
  • Vigilare Wealth Management sold 462 Apple shares in Q3 2026, an estimated $148K.
  • Apple made up 3.39% of Vigilare Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Vigilare Wealth Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.