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Abbot Financial Management’s Apple AAPL Stock Holding History

Abbot Financial Management’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
2021
Q1 		– Sell
-300
Closed -$29K – 134
2020
Q4 		$29K Buy
300
+100
+50% +$12K 0.02% 136
2020
Q3 		$20K Buy
+200
New +$21.8K 0.01% 128

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

Abbot Financial Management's AAPL Position: Q1 2026 in Review

Abbot Financial Management reduced its Apple (AAPL) stake by 0.64% in Q1 2026, selling an estimated $91.9K and leaving 55,109 shares worth $14M. The position accounts for 5.84% of the portfolio, ranked #1.

Abbot Financial Management first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. The position peaked at $15.1M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Abbot Financial Management held 55,109 shares of Apple worth $14M as of Q1 2026.
  • Abbot Financial Management sold 353 Apple shares in Q1 2026, an estimated $91.9K.
  • Apple made up 5.84% of Abbot Financial Management's portfolio in Q1 2026, its #1 holding.
  • Abbot Financial Management first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
  • Abbot Financial Management's Apple position peaked at $15.1M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.