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Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in APPLE INC

NewEdge Wealth, LLC holds 1.4M shares of AAPL (APPLE INC), worth $403.4M as of 2026-Q2. The position was increased (+2.5% shares). AAPL represents 4.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$403.4M

Current Shares

1.4M

Total Value Change

+$153.6M

Total Shares Change

+321,936

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+2.5%
$403.4M4.0%$289.11
59
2026-Q1
Increased
1.4M
+1.2%
$345.1M4.1%$253.34
57
2025-Q4
Increased
1.3M
+15.2%
$365.4M4.1%$271.12
65
2025-Q3
Increased
1.2M
+5.3%
$315.3M4.5%$253.69
60
2025-Q2
Increased
1.1M
+3.1%
$243.9M3.8%$204.18
58
2025-Q1
Decreased
1.1M
-5.3%
$238.9M4.3%$220.77
0
2024-Q4
Increased
1.1M
+5.9%
$284.2M4.9%$248.62
60
2024-Q3
Increased
1.1M
+18.6%
$249.8M4.5%$231.07
66

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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