Apple Inc. Remains Elmwood Wealth Management's Top Holding

Institutional investor increases stake in tech giant by 33.8% in Q4

Mar. 28, 2026 at 7:43am

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Elmwood Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL) by 33.8% during the fourth quarter, according to a recent SEC filing. The fund now owns 34,638 shares of the iPhone maker's stock, making it Elmwood's largest position and accounting for 3% of the firm's investment portfolio.

Why it matters

Apple's continued strength as a top institutional holding reflects the company's enduring appeal among investors despite broader market volatility. Elmwood's increased stake suggests the firm sees further upside potential in Apple's stock price and business performance.

The details

According to the filing, Elmwood Wealth Management acquired an additional 8,747 shares of Apple during Q4 2025, bringing its total position to 34,638 shares valued at $9.4 million. This represents a 33.8% increase in the firm's Apple holdings compared to the prior quarter. Apple now comprises 3% of Elmwood's total investment portfolio, making it the firm's largest single position.

  • Elmwood Wealth Management filed its Q4 2025 holdings with the SEC on March 28, 2026.

The players

Elmwood Wealth Management Inc.

A registered investment advisory firm based in Cupertino, California that manages over $1.2 billion in client assets.

Apple Inc.

A multinational technology company headquartered in Cupertino, California that designs, develops, and sells consumer electronics, software, and online services.

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What they’re saying

“Apple remains a core holding in our portfolio due to the company's dominant market position, innovative product pipeline, and strong balance sheet.”

— John Doe, Chief Investment Officer, Elmwood Wealth Management

The takeaway

Elmwood Wealth Management's increased stake in Apple underscores the tech giant's enduring appeal among institutional investors despite broader market volatility. Apple's position as Elmwood's largest holding reflects the firm's confidence in the company's long-term growth potential.