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Wealthspire Advisors (New York)’s Apple AAPL Stock Holding History

Wealthspire Advisors (New York)’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 		$130M Sell
512,807
-77,757
-13% -$20.2M 1.02% 20
2025
Q4 		$161M Buy
590,564
+147,930
+33% +$39.7M 1.28% 19
2025
Q3 		$113M Sell
442,634
-5,837
-1% -$1.32M 0.59% 22
2025
Q2 		$92M Sell
448,471
-153,044
-25% -$30.9M 0.52% 30
2025
Q1 		$134M Buy
601,515
+139,367
+30% +$32.3M 0.8% 22
2024
Q4 		$116M Buy
462,148
+24,823
+6% +$5.85M 1.15% 19
2024
Q3 		$102M Buy
437,325
+45,130
+12% +$10.1M 1.04% 18
2024
Q2 		$82.6M Buy
392,195
+19,542
+5% +$3.64M 1.06% 19
2024
Q1 		$63.9M Buy
372,653
+3,364
+0.9% +$612K 0.85% 23
2023
Q4 		$71.1M Buy
369,289
+25,252
+7% +$4.66M 1.01% 21
2023
Q3 		$58.9M Buy
344,037
+39,385
+13% +$7.22M 0.97% 23
2023
Q2 		$59.1M Buy
304,652
+6,410
+2% +$1.12M 0.97% 21
2023
Q1 		$49.2M Sell
298,242
-24,806
-8% -$3.66M 0.84% 27
2022
Q4 		$42M Buy
323,048
+26,593
+9% +$3.8M 0.76% 27
2022
Q3 		$41M Sell
296,455
-3,374
-1% -$530K 0.86% 24
2022
Q2 		$41M Buy
299,829
+89,865
+43% +$13.6M 0.86% 21
2022
Q1 		$36.7M Sell
209,964
-58,421
-22% -$9.82M 0.82% 17
2021
Q4 		$47.7M Sell
268,385
-61,643
-19% -$9.74M 1.05% 18
2021
Q3 		$46.7M Buy
330,028
+164,199
+99% +$24.2M 0.97% 18
2021
Q2 		$22.7M Sell
165,829
-264,504
-61% -$34.3M 0.6% 25
2021
Q1 		$52.6M Buy
430,333
+127,453
+42% +$16.4M 1.25% 16
2020
Q4 		$40.2M Buy
302,880
+171,501
+131% +$20.6M 1.2% 17
2020
Q3 		$15.2M Buy
131,379
+10,487
+9% +$1.14M 0.9% 18
2020
Q2 		$11M Sell
120,892
-336,416
-74% -$26.1M 0.77% 20
2020
Q1 		$29.1M Buy
457,308
+385,920
+541% +$28.4M 1.22% 18
2019
Q4 		$5.24M Buy
71,388
+12,576
+21% +$809K 0.38% 25
2019
Q3 		$3.29M Buy
58,812
+43,280
+279% +$2.26M 0.27% 25
2019
Q2 		$769K Buy
+15,532
New +$757K 0.07% 41
2019
Q1 		– Sell
-24,384
Closed -$962K – 49
2018
Q4 		$962K Buy
+24,384
New +$1.18M 0.09% 27

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

Wealthspire Advisors (New York)'s AAPL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $20.2M and leaving 512,807 shares worth $130M. The position accounts for 1.02% of the portfolio, ranked #20.

Wealthspire Advisors (New York) first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $161M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wealthspire Advisors (New York) held 512,807 shares of Apple worth $130M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 77,757 Apple shares in Q1 2026, an estimated $20.2M.
  • Apple made up 1.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #20 holding.
  • Wealthspire Advisors (New York) first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Apple position peaked at $161M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.