Position history for NewEdge Wealth, LLC's holdings in APPLE INC
NewEdge Wealth, LLC holds 1.4M shares of AAPL (APPLE INC), worth $345.1M as of 2026-Q1. The position was increased (+1.2% shares). AAPL represents 4.1% of NewEdge Wealth, LLC's portfolio.
Current Value
$345.1M
Current Shares
1.4M
Total Value Change
+$154.8M
Total Shares Change
+456,062
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.4M |
+1.2% |
| $345.1M |
| 4.1% |
| $263.75 |
57 |
| 2025-Q4 | Increased | 1.3M | +15.2% | $365.4M | 4.1% | $272.82 | 65 |
| 2025-Q3 | Increased | 1.2M | +5.3% | $315.3M | 4.5% | $253.95 | 60 |
| 2025-Q2 | Increased | 1.1M | +3.1% | $243.9M | 3.8% | $200.47 | 58 |
| 2025-Q1 | Decreased | 1.1M | -5.3% | $238.9M | 4.3% | $216.95 | 0 |
| 2024-Q4 | Increased | 1.1M | +5.9% | $284.2M | 4.9% | $250.83 | 60 |
| 2024-Q3 | Increased | 1.1M | +18.6% | $249.8M | 4.5% | $226.30 | 66 |
| 2024-Q2 | Decreased | 903,760 | -6.0% | $190.4M | 4.1% | $209.00 | 0 |