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3Chopt Investment Partners’s Apple AAPL Stock Holding History

3Chopt Investment Partners’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 		$17.9M Buy
70,587
+3,757
+6% +$978K 4.1% 4
2025
Q4 		$18.2M Sell
66,830
-7,820
-10% -$2.1M 4.07% 4
2025
Q3 		$19M Sell
74,650
-117
-0.2% -$26.4K 4.32% 4
2025
Q2 		$15.3M Buy
74,767
+3,861
+5% +$780K 3.69% 4
2025
Q1 		$15.8M Buy
70,906
+10,982
+18% +$2.54M 4.13% 4
2024
Q4 		$15M Buy
59,924
+622
+1% +$147K 5.15% 4
2024
Q3 		$13.8M Sell
59,302
-1,443
-2% -$322K 4.94% 4
2024
Q2 		$12.8M Sell
60,745
-5,534
-8% -$1.03M 3.91% 4
2024
Q1 		$11.4M Buy
66,279
+8,985
+16% +$1.63M 4.67% 4
2023
Q4 		$11M Buy
57,294
+12,086
+27% +$2.23M 4.06% 3
2023
Q3 		$7.74M Buy
45,208
+2,382
+6% +$437K 4.57% 3
2023
Q2 		$8.31M Sell
42,826
-1,284
-3% -$224K 4.16% 3
2023
Q1 		$7.27M Buy
44,110
+6,147
+16% +$907K 3.88% 3
2022
Q4 		$4.93M Buy
+37,963
New +$5.43M 2.7% 5

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

3Chopt Investment Partners's AAPL Position: Q1 2026 in Review

3Chopt Investment Partners increased its Apple (AAPL) stake by 5.6% in Q1 2026, buying an estimated $978K and bringing the position to 70,587 shares worth $17.9M. The position accounts for 4.1% of the portfolio, ranked #4.

3Chopt Investment Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $19M in Q3 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • 3Chopt Investment Partners held 70,587 shares of Apple worth $17.9M as of Q1 2026.
  • 3Chopt Investment Partners bought 3,757 Apple shares in Q1 2026, an estimated $978K.
  • Apple made up 4.1% of 3Chopt Investment Partners's portfolio in Q1 2026, its #4 holding.
  • 3Chopt Investment Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 3Chopt Investment Partners's Apple position peaked at $19M in Q3 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.