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Winthrop Capital Management’s Apple AAPL Stock Holding History

Winthrop Capital 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 		$5.17M Buy
20,381
+456
+2% +$119K 1.33% 26
2025
Q4 		$5.42M Buy
+19,925
New +$5.35M 1.26% 26
2025
Q3 		– Sell
-20,409
Closed -$4.19M – 327
2025
Q2 		$4.19M Buy
+20,409
New +$4.12M 1.06% 30
2025
Q1 		– Sell
-20,441
Closed -$5.16M – 321
2024
Q4 		$5.16M Buy
20,441
+466
+2% +$110K 1.37% 24
2024
Q3 		$4.65M Sell
19,975
-1,090
-5% -$243K 2.22% 16
2024
Q2 		$4.44M Buy
21,065
+139
+0.7% +$25.9K 2.22% 17
2024
Q1 		$3.59M Sell
20,926
-422
-2% -$76.7K 1.65% 20
2023
Q4 		$4.11M Buy
+21,348
New +$3.94M 1.34% 24

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

Winthrop Capital Management's AAPL Position: Q1 2026 in Review

Winthrop Capital Management increased its Apple (AAPL) stake by 2.3% in Q1 2026, buying an estimated $119K and bringing the position to 20,381 shares worth $5.17M. The position accounts for 1.33% of the portfolio, ranked #26.

Winthrop Capital Management first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.42M in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Winthrop Capital Management held 20,381 shares of Apple worth $5.17M as of Q1 2026.
  • Winthrop Capital Management bought 456 Apple shares in Q1 2026, an estimated $119K.
  • Apple made up 1.33% of Winthrop Capital Management's portfolio in Q1 2026, its #26 holding.
  • Winthrop Capital Management first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • Winthrop Capital Management's Apple position peaked at $5.42M in Q4 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.