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Wilkinson Global Asset Management’s Apple AAPL Stock Holding History

Wilkinson Global Asset 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
Q1 		$82.3M Sell
324,381
-19,943
-6% -$5.19M 6.27% 4
2025
Q4 		$93.6M Sell
344,324
-22,393
-6% -$6.01M 6.39% 4
2025
Q3 		$93.4M Sell
366,717
-11,490
-3% -$2.6M 5.87% 4
2025
Q2 		$77.6M Sell
378,207
-59,500
-14% -$12M 4.88% 5
2025
Q1 		$97.2M Sell
437,707
-7,749
-2% -$1.8M 6.08% 4
2024
Q4 		$112M Sell
445,456
-3,686
-0.8% -$869K 6.86% 3
2024
Q3 		$105M Sell
449,142
-11,737
-3% -$2.62M 6.31% 3
2024
Q2 		$97.1M Sell
460,879
-4,931
-1% -$920K 6.07% 4
2024
Q1 		$79.9M Sell
465,810
-40,251
-8% -$7.32M 5.02% 7
2023
Q4 		$97.4M Sell
506,061
-1,825
-0.4% -$337K 6.72% 3
2023
Q3 		$87M Sell
507,886
-4,220
-0.8% -$774K 6.66% 3
2023
Q2 		$99.3M Sell
512,106
-8,991
-2% -$1.57M 7.56% 3
2023
Q1 		$85.9M Sell
521,097
-11,137
-2% -$1.64M 6.8% 3
2022
Q4 		$69.2M Sell
532,234
-99,306
-16% -$14.2M 5.75% 6
2022
Q3 		$87.3M Sell
631,540
-2,859
-0.5% -$449K 7.86% 1
2022
Q2 		$86.7M Sell
634,399
-51,483
-8% -$7.8M 7.39% 2
2022
Q1 		$120M Sell
685,882
-69,249
-9% -$11.6M 7.71% 1
2021
Q4 		$134M Sell
755,131
-34,983
-4% -$5.53M 7.43% 1
2021
Q3 		$112M Sell
790,114
-11,791
-1% -$1.74M 6.8% 2
2021
Q2 		$110M Buy
801,905
+8,828
+1% +$1.14M 6.48% 2
2021
Q1 		$96.9M Buy
+793,077
New +$102M 6.13% 2

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

Wilkinson Global Asset Management's AAPL Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Apple (AAPL) stake by 5.8% in Q1 2026, selling an estimated $5.19M and leaving 324,381 shares worth $82.3M. The position accounts for 6.27% of the portfolio, ranked #4.

Wilkinson Global Asset Management first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $134M in Q4 2021. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wilkinson Global Asset Management held 324,381 shares of Apple worth $82.3M as of Q1 2026.
  • Wilkinson Global Asset Management sold 19,943 Apple shares in Q1 2026, an estimated $5.19M.
  • Apple made up 6.27% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #4 holding.
  • Wilkinson Global Asset Management first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's Apple position peaked at $134M in Q4 2021.
  • 6,082 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.