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Ackerman Asset Management’s Apple AAPL Stock Holding History

Ackerman Asset 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 		$6.82M Buy
26,889
+321
+1% +$83.5K 4.76% 6
2025
Q4 		$7.22M Buy
26,568
+21,368
+411% +$5.74M 4.8% 6
2025
Q3 		$1.32M Hold
5,200
– – 0.95% 11
2025
Q2 		$1.07M Sell
5,200
-336
-6% -$67.9K 0.85% 11
2025
Q1 		$1.23M Buy
+5,536
New +$1.28M 1.11% 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

Ackerman Asset Management's AAPL Position: Q1 2026 in Review

Ackerman Asset Management increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $83.5K and bringing the position to 26,889 shares worth $6.82M. The position accounts for 4.76% of the portfolio, ranked #6.

Ackerman Asset Management first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.22M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ackerman Asset Management held 26,889 shares of Apple worth $6.82M as of Q1 2026.
  • Ackerman Asset Management bought 321 Apple shares in Q1 2026, an estimated $83.5K.
  • Apple made up 4.76% of Ackerman Asset Management's portfolio in Q1 2026, its #6 holding.
  • Ackerman Asset Management first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Ackerman Asset Management's Apple position peaked at $7.22M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.