AIM
AAPL icon

Access Investment Management’s Apple AAPL Stock Holding History

Access Investment 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
2026
Q1 		$220K Sell
865
-208
-19% -$54.1K 0.06% 81
2025
Q4 		$273K Hold
1,073
– – 0.07% 72
2025
Q3 		$273K Hold
1,073
– – 0.07% 72
2025
Q2 		$220K Buy
+1,073
New +$217K 0.06% 71
2024
Q4 		$104K Hold
417
– – 0.03% 82
2024
Q3 		$97.2K Hold
417
– – 0.03% 84
2024
Q2 		$87.8K Sell
417
-400
-49% -$74.6K 0.03% 85
2024
Q1 		$140K Buy
+817
New +$149K 0.05% 82

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

Access Investment Management's AAPL Position: Q1 2026 in Review

Access Investment Management reduced its Apple (AAPL) stake by 19% in Q1 2026, selling an estimated $54.1K and leaving 865 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #81.

Access Investment Management first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $273K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Access Investment Management held 865 shares of Apple worth $220K as of Q1 2026.
  • Access Investment Management sold 208 Apple shares in Q1 2026, an estimated $54.1K.
  • Apple made up 0.06% of Access Investment Management's portfolio in Q1 2026, its #81 holding.
  • Access Investment Management first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • Access Investment Management's Apple position peaked at $273K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.