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Acute Investment Advisory’s Apple AAPL Stock Holding History

Acute Investment Advisory’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 		$389K Sell
1,532
-3
-0.2% -$781 4.36% 11
2025
Q4 		$417K Buy
1,535
+105
+7% +$28.2K 4.04% 6
2025
Q3 		$364K Hold
1,430
– – 3.06% 9
2025
Q2 		$293K Buy
1,430
+10
+0.7% +$2.02K 2.39% 13
2025
Q1 		$315K Sell
1,420
-6
-0.4% -$1.39K 1.59% 13
2024
Q4 		$357K Sell
1,426
-222
-13% -$52.3K 0.39% 15
2024
Q3 		$384K Hold
1,648
– – 0.22% 12
2024
Q2 		$347K Sell
1,648
-13
-0.8% -$2.42K 0.2% 11
2024
Q1 		$285K Sell
1,661
-3,364
-67% -$612K 0.19% 8
2023
Q4 		$967K Buy
5,025
+810
+19% +$150K 0.57% 9
2023
Q3 		$722K Buy
4,215
+290
+7% +$53.2K 0.43% 9
2023
Q2 		$761K Hold
3,925
– – 0.46% 11
2023
Q1 		$647K Buy
3,925
+56
+1% +$8.26K 0.42% 10
2022
Q4 		$503K Sell
3,869
-7,463
-66% -$1.07M 0.34% 14
2022
Q3 		$1.57M Hold
11,332
– – 1.12% 18
2022
Q2 		$1.55M Buy
11,332
+7,700
+212% +$1.17M 1.2% 19
2022
Q1 		$634K Sell
3,632
-60
-2% -$10.1K 0.47% 30
2021
Q4 		$656K Buy
+3,692
New +$583K 0.48% 39

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

Acute Investment Advisory's AAPL Position: Q1 2026 in Review

Acute Investment Advisory reduced its Apple (AAPL) stake by 0.2% in Q1 2026, selling an estimated $781 and leaving 1,532 shares worth $389K. The position accounts for 4.36% of the portfolio, ranked #11.

Acute Investment Advisory first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.57M in Q3 2022. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Acute Investment Advisory held 1,532 shares of Apple worth $389K as of Q1 2026.
  • Acute Investment Advisory sold 3 Apple shares in Q1 2026, an estimated $781.
  • Apple made up 4.36% of Acute Investment Advisory's portfolio in Q1 2026, its #11 holding.
  • Acute Investment Advisory first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Acute Investment Advisory's Apple position peaked at $1.57M in Q3 2022.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Acute Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.