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5th Street Advisors’s Apple AAPL Stock Holding History

5th Street Advisors’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 		$4.41M Buy
17,372
+869
+5% +$226K 1.9% 19
2025
Q4 		$4.49M Sell
16,503
-807
-5% -$217K 2.1% 18
2025
Q3 		$4.41M Buy
17,310
+6,000
+53% +$1.36M 2.18% 18
2025
Q2 		$2.32M Sell
11,310
-3,728
-25% -$753K 1.15% 24
2025
Q1 		$3.34M Buy
15,038
+3,238
+27% +$750K 1.61% 19
2024
Q4 		$2.95M Sell
11,800
-3,300
-22% -$778K 1.54% 19
2024
Q3 		$3.52M Buy
15,100
+3,736
+33% +$834K 1.71% 18
2024
Q2 		$2.39M Hold
11,364
– – 1.25% 20
2024
Q1 		$1.95M Sell
11,364
-66
-0.6% -$12K 1.1% 19
2023
Q4 		$2.2M Buy
11,430
+5,314
+87% +$981K 1.36% 16
2023
Q3 		$1.05M Sell
6,116
-4,446
-42% -$815K 0.69% 16
2023
Q2 		$2.05M Buy
10,562
+4,488
+74% +$782K 1.47% 13
2023
Q1 		$1M Sell
6,074
-320
-5% -$47.2K 0.77% 13
2022
Q4 		$831K Sell
6,394
-600
-9% -$85.7K 0.83% 12
2022
Q3 		$967K Buy
6,994
+600
+9% +$94.2K 1.02% 11
2022
Q2 		$874K Hold
6,394
– – 0.92% 11
2022
Q1 		$1.12M Sell
6,394
-393
-6% -$66.1K 1.18% 9
2021
Q4 		$1.21M Buy
+6,787
New +$1.07M 1.14% 9

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

5th Street Advisors's AAPL Position: Q1 2026 in Review

5th Street Advisors increased its Apple (AAPL) stake by 5.3% in Q1 2026, buying an estimated $226K and bringing the position to 17,372 shares worth $4.41M. The position accounts for 1.9% of the portfolio, ranked #19.

5th Street Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.49M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • 5th Street Advisors held 17,372 shares of Apple worth $4.41M as of Q1 2026.
  • 5th Street Advisors bought 869 Apple shares in Q1 2026, an estimated $226K.
  • Apple made up 1.9% of 5th Street Advisors's portfolio in Q1 2026, its #19 holding.
  • 5th Street Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 5th Street Advisors's Apple position peaked at $4.49M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on 5th Street Advisors's 13F filing for Q1 2026, filed 5 May 2026.