WJWM
AAPL icon

Williams Jones Wealth Management’s Apple AAPL Stock Holding History

Williams Jones 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
Q1 		$532M Buy
2,098,040
+31,515
+2% +$8.2M 6.54% 1
2025
Q4 		$562M Buy
2,066,525
+8,112
+0.4% +$2.18M 6.35% 1
2025
Q3 		$524M Sell
2,058,413
-12,845
-0.6% -$2.9M 6% 1
2025
Q2 		$425M Sell
2,071,258
-42,825
-2% -$8.65M 5.08% 3
2025
Q1 		$470M Sell
2,114,083
-52,071
-2% -$12.1M 6% 1
2024
Q4 		$542M Sell
2,166,154
-35,884
-2% -$8.46M 6.54% 1
2024
Q3 		$513M Buy
2,202,038
+2,175
+0.1% +$486K 6.02% 1
2024
Q2 		$463M Buy
2,199,863
+34,888
+2% +$6.51M 5.75% 1
2024
Q1 		$371M Sell
2,164,975
-16,465
-0.8% -$2.99M 4.73% 1
2023
Q4 		$420M Sell
2,181,440
-18,873
-0.9% -$3.48M 5.88% 1
2023
Q3 		$377M Sell
2,200,313
-12,537
-0.6% -$2.3M 5.79% 1
2023
Q2 		$429M Sell
2,212,850
-40,085
-2% -$6.98M 6.43% 1
2023
Q1 		$372M Sell
2,252,935
-41,107
-2% -$6.07M 5.82% 1
2022
Q4 		$298M Sell
2,294,042
-44,024
-2% -$6.29M 4.99% 1
2022
Q3 		$323M Sell
2,338,066
-11,571
-0.5% -$1.82M 5.62% 1
2022
Q2 		$321M Sell
2,349,637
-36,843
-2% -$5.58M 5.2% 1
2022
Q1 		$417M Sell
2,386,480
-40,265
-2% -$6.77M 5.81% 1
2021
Q4 		$431M Sell
2,426,745
-16,080
-0.7% -$2.54M 5.38% 1
2021
Q3 		$346M Sell
2,442,825
-8,543
-0.3% -$1.26M 4.84% 1
2021
Q2 		$336M Sell
2,451,368
-9,404
-0.4% -$1.22M 4.7% 1
2021
Q1 		$301M Sell
2,460,772
-20,815
-0.8% -$2.67M 4.7% 1
2020
Q4 		$329M Sell
2,481,587
-8,471
-0.3% -$1.02M 5.37% 1
2020
Q3 		$288M Sell
2,490,058
-6,810
-0.3% -$743K 5.33% 1
2020
Q2 		$228M Buy
2,496,868
+60,364
+2% +$4.68M 4.66% 2
2020
Q1 		$155M Sell
2,436,504
-41,360
-2% -$3.04M 4.04% 2
2019
Q4 		$182M Sell
2,477,864
-15,364
-0.6% -$988K 3.48% 2
2019
Q3 		$140M Buy
+2,493,228
New +$130M 2.87% 5

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

Williams Jones Wealth Management's AAPL Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Apple (AAPL) stake by 1.5% in Q1 2026, buying an estimated $8.2M and bringing the position to 2,098,040 shares worth $532M. The position accounts for 6.54% of the portfolio, ranked #1.

Williams Jones Wealth Management first reported a position in AAPL in Q3 2019 and has held it in 27 quarters since. The position peaked at $562M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Williams Jones Wealth Management held 2,098,040 shares of Apple worth $532M as of Q1 2026.
  • Williams Jones Wealth Management bought 31,515 Apple shares in Q1 2026, an estimated $8.2M.
  • Apple made up 6.54% of Williams Jones Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Williams Jones Wealth Management first reported a position in Apple in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Apple position peaked at $562M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.