WPW
AAPL icon

Waldron Private Wealth’s Apple AAPL Stock Holding History

Waldron 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
Q2 		$31.4M Sell
108,448
-1,694
-2% -$485K 1.09% 16
2026
Q1 		$28M Sell
110,142
-2,304
-2% -$600K 1.09% 15
2025
Q4 		$30.6M Sell
112,446
-3,319
-3% -$891K 1.21% 15
2025
Q3 		$29.5M Buy
115,765
+3,100
+3% +$700K 1.19% 14
2025
Q2 		$23.1M Sell
112,665
-194
-0.2% -$39.2K 1.01% 22
2025
Q1 		$25.1M Sell
112,859
-87,700
-44% -$20.3M 1.18% 17
2024
Q4 		$50.2M Sell
200,559
-1,144
-0.6% -$270K 2.02% 10
2024
Q3 		$47M Buy
201,703
+962
+0.5% +$215K 1.95% 12
2024
Q2 		$42.3M Sell
200,741
-7,128
-3% -$1.33M 1.89% 11
2024
Q1 		$35.6M Sell
207,869
-15,728
-7% -$2.86M 1.61% 14
2023
Q4 		$43M Sell
223,597
-12,232
-5% -$2.26M 2.05% 12
2023
Q3 		$40.4M Sell
235,829
-3,634
-2% -$666K 2.1% 10
2023
Q2 		$46.4M Sell
239,463
-16,081
-6% -$2.8M 2.32% 9
2023
Q1 		$42.1M Buy
255,544
+3,219
+1% +$475K 2.05% 11
2022
Q4 		$34.9M Hold
252,325
– – 2.17% 8
2022
Q3 		$34.9M Buy
252,325
+3,109
+1% +$488K 2.17% 8
2022
Q2 		$34.1M Buy
249,216
+7,458
+3% +$1.13M 1.91% 9
2022
Q1 		$42.2M Buy
241,758
+8,545
+4% +$1.44M 2.16% 7
2021
Q4 		$41.4M Sell
233,213
-2,238
-1% -$354K 2.04% 8
2021
Q3 		$33.3M Buy
235,451
+43,254
+23% +$6.37M 1.94% 10
2021
Q2 		$26.3M Sell
192,197
-1,602
-0.8% -$208K 1.68% 14
2021
Q1 		$23.7M Sell
193,799
-6,040
-3% -$775K 1.64% 14
2020
Q4 		$26.5M Sell
199,839
-4,375
-2% -$526K 1.97% 12
2020
Q3 		$23.6M Buy
204,214
+4,686
+2% +$511K 2.02% 11
2020
Q2 		$18.2M Sell
199,528
-3,036
-1% -$235K 1.61% 15
2020
Q1 		$12.9M Buy
202,564
+2,720
+1% +$200K 1.37% 19
2019
Q4 		$14.7M Buy
199,844
+8,660
+5% +$557K 1.31% 19
2019
Q3 		$10.7M Buy
191,184
+33,824
+21% +$1.77M 1.09% 20
2019
Q2 		$7.79M Buy
157,360
+308
+0.2% +$15K 0.83% 23
2019
Q1 		$7.46M Buy
157,052
+9,796
+7% +$416K 0.84% 23
2018
Q4 		$5.81M Buy
147,256
+38,220
+35% +$1.85M 0.84% 22
2018
Q3 		$6.15M Buy
109,036
+10,108
+10% +$526K 1.2% 13
2018
Q2 		$4.58M Buy
98,928
+128
+0.1% +$5.8K 0.99% 15
2018
Q1 		$4.14M Buy
98,800
+2,020
+2% +$87K 0.93% 15
2017
Q4 		$4.09M Buy
96,780
+17,076
+21% +$714K 0.96% 14
2017
Q3 		$3.07M Buy
79,704
+6,340
+9% +$246K 0.86% 16
2017
Q2 		$2.64M Sell
73,364
-114,356
-61% -$4.23M 0.84% 15
2017
Q1 		$6.72M Buy
187,720
+51,592
+38% +$1.7M 1.69% 9
2016
Q4 		$3.94M Buy
136,128
+3,792
+3% +$108K 1.35% 13
2016
Q3 		$3.74M Sell
132,336
-3,696
-3% -$97.8K 1.36% 10
2016
Q2 		$3.25M Buy
136,032
+9,736
+8% +$242K 1.19% 11
2016
Q1 		$3.44M Sell
126,296
-6,348
-5% -$158K 1.3% 11
2015
Q4 		$3.49M Buy
132,644
+7,636
+6% +$218K 1.3% 11
2015
Q3 		$3.45M Buy
125,008
+11,948
+11% +$350K 1.49% 11
2015
Q2 		$3.6M Buy
113,060
+2,380
+2% +$76.1K 1.42% 12
2015
Q1 		$3.44M Buy
110,680
+4,136
+4% +$125K 1.4% 13
2014
Q4 		$2.94M Buy
106,544
+12,552
+13% +$342K 1.22% 14
2014
Q3 		$2.37M Sell
93,992
-208
-0.2% -$5.11K 1.12% 15
2014
Q2 		$2.19M Buy
94,200
+5,692
+6% +$121K 1.01% 16
2014
Q1 		$1.7M Sell
88,508
-20,132
-19% -$383K 0.83% 16
2013
Q4 		$2.18M Buy
+108,640
New +$2.05M 0.99% 15

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Waldron Private Wealth's AAPL Position: Q2 2026 in Review

Waldron Private Wealth reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $485K and leaving 108,448 shares worth $31.4M. The position accounts for 1.09% of the portfolio, ranked #16.

Waldron Private Wealth first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. The position peaked at $50.2M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waldron Private Wealth held 108,448 shares of Apple worth $31.4M as of Q2 2026.
  • Waldron Private Wealth sold 1,694 Apple shares in Q2 2026, an estimated $485K.
  • Apple made up 1.09% of Waldron Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Waldron Private Wealth first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
  • Waldron Private Wealth's Apple position peaked at $50.2M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.