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AAPL
Showing 8 of 29 quarters

Position history for AE Wealth Management LLC's holdings in APPLE INC

AE Wealth Management LLC holds 2.4M shares of AAPL (APPLE INC), worth $613.8M as of 2026-Q1. The position was increased (+12.4% shares). AAPL represents 3.3% of AE Wealth Management LLC's portfolio.

Current Value

$613.8M

Current Shares

2.4M

Total Value Change

+$268.5M

Total Shares Change

+779,097

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.4M
+12.4%
$613.8M3.3%$263.75
65
2025-Q4
Increased
2.2M
+7.0%
$584.7M3.4%$272.82
62
2025-Q3
Increased
2M
+11.4%
$511.8M3.3%$253.95
64
2025-Q2
Increased
1.8M
+6.5%
$370.1M2.7%$200.47
57
2025-Q1
Increased
1.7M
+3.9%
$376.4M3.2%$216.95
59
2024-Q4
Increased
1.6M
+6.4%
$408.6M3.5%$250.83
61
2024-Q3
Decreased
1.5M
-6.5%
$357.2M3.2%$226.30
0
2024-Q2
Increased
1.6M
+26.4%
$345.3M3.5%$209.00
70

Other major holders of AAPL: VANGUARD GROUP INC, BlackRock, Inc.

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