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Warther Private Wealth’s Apple AAPL Stock Holding History

Warther 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 		$4.84M Sell
19,054
-1,447
-7% -$377K 1.13% 25
2025
Q4 		$5.57M Sell
20,501
-1,012
-5% -$272K 1.33% 21
2025
Q3 		$5.48M Sell
21,513
-3,439
-14% -$777K 1.3% 20
2025
Q2 		$5.12M Sell
24,952
-9,797
-28% -$1.98M 1.33% 16
2025
Q1 		$7.72M Sell
34,749
-28,394
-45% -$6.58M 2.54% 15
2024
Q4 		$15.8M Sell
63,143
-28,131
-31% -$6.63M 5.32% 5
2024
Q3 		$21.3M Sell
91,274
-26,692
-23% -$5.96M 7.45% 1
2024
Q2 		$24.8M Buy
117,966
+14,868
+14% +$2.77M 9.73% 1
2024
Q1 		$17.7M Sell
103,098
-2,189
-2% -$398K 7.89% 2
2023
Q4 		$20.3M Sell
105,287
-7,578
-7% -$1.4M 11.35% 1
2023
Q3 		$19.3M Sell
112,865
-3,938
-3% -$722K 12.84% 1
2023
Q2 		$22.7M Sell
116,803
-1,899
-2% -$331K 15.39% 1
2023
Q1 		$19.6M Buy
118,702
+49
+0% +$7.23K 14.9% 1
2022
Q4 		$15.4M Sell
118,653
-1,979
-2% -$283K 11.54% 1
2022
Q3 		$16.7M Buy
120,632
+1,914
+2% +$300K 13.19% 1
2022
Q2 		$16.5M Buy
118,718
+6,289
+6% +$952K 12.07% 1
2022
Q1 		$19.6M Buy
112,429
+9,691
+9% +$1.63M 12.77% 1
2021
Q4 		$18.7M Buy
102,738
+4,167
+4% +$659K 13.87% 1
2021
Q3 		$14.1M Buy
98,571
+2,149
+2% +$316K 12.54% 1
2021
Q2 		$13.2M Buy
+96,422
New +$12.5M 12.84% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Warther Private Wealth's AAPL Position: Q1 2026 in Review

Warther Private Wealth reduced its Apple (AAPL) stake by 7.1% in Q1 2026, selling an estimated $377K and leaving 19,054 shares worth $4.84M. The position accounts for 1.13% of the portfolio, ranked #25.

Warther Private Wealth first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $24.8M in Q2 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Warther Private Wealth held 19,054 shares of Apple worth $4.84M as of Q1 2026.
  • Warther Private Wealth sold 1,447 Apple shares in Q1 2026, an estimated $377K.
  • Apple made up 1.13% of Warther Private Wealth's portfolio in Q1 2026, its #25 holding.
  • Warther Private Wealth first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Warther Private Wealth's Apple position peaked at $24.8M in Q2 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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