ACM
AAPL icon

Advisors Capital Management’s Apple AAPL Stock Holding History

Advisors Capital 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 		$258M Buy
1,015,508
+14,421
+1% +$3.75M 3% 1
2025
Q4 		$272M Buy
1,001,087
+31,284
+3% +$8.4M 3.2% 2
2025
Q3 		$247M Buy
969,803
+15,325
+2% +$3.46M 3.06% 3
2025
Q2 		$196M Buy
954,478
+45,629
+5% +$9.21M 2.68% 3
2025
Q1 		$202M Sell
908,849
-115,535
-11% -$26.8M 3.12% 2
2024
Q4 		$257M Buy
1,024,384
+13,679
+1% +$3.22M 4.04% 2
2024
Q3 		$235M Sell
1,010,705
-30,793
-3% -$6.88M 3.83% 2
2024
Q2 		$219M Buy
1,041,498
+17,014
+2% +$3.17M 3.83% 2
2024
Q1 		$176M Buy
1,024,484
+41,137
+4% +$7.48M 3.21% 3
2023
Q4 		$189M Buy
+983,347
New +$182M 3.85% 2
2023
Q3 		– Sell
-795,635
Closed -$154M – 399
2023
Q2 		$154M Buy
795,635
+10,617
+1% +$1.85M 3.68% 1
2023
Q1 		$129M Sell
785,018
-35,770
-4% -$5.28M 3.35% 1
2022
Q4 		$107M Buy
820,788
+35,694
+5% +$5.1M 2.9% 2
2022
Q3 		$116M Buy
785,094
+52,866
+7% +$8.3M 3.11% 2
2022
Q2 		$100M Buy
732,228
+43,442
+6% +$6.58M 3.05% 2
2022
Q1 		$120M Sell
688,786
-23,195
-3% -$3.9M 3.29% 1
2021
Q4 		$126M Buy
711,981
+31,207
+5% +$4.93M 3.43% 1
2021
Q3 		$96.3M Buy
680,774
+20,445
+3% +$3.01M 2.94% 1
2021
Q2 		$90.4M Buy
660,329
+17,623
+3% +$2.28M 2.87% 1
2021
Q1 		$78.5M Buy
642,706
+10,391
+2% +$1.33M 2.75% 1
2020
Q4 		$83.9M Buy
632,315
+6,868
+1% +$826K 3.21% 1
2020
Q3 		$72.4M Sell
625,447
-43,985
-7% -$4.8M 3.38% 2
2020
Q2 		$61.1M Buy
669,432
+40,572
+6% +$3.14M 3.03% 2
2020
Q1 		$40M Sell
628,860
-21,796
-3% -$1.6M 2.54% 3
2019
Q4 		$47.8M Buy
650,656
+69,248
+12% +$4.45M 2.23% 3
2019
Q3 		$32.6M Buy
581,408
+89,352
+18% +$4.67M 1.77% 8
2019
Q2 		$24.3M Buy
492,056
+79,360
+19% +$3.87M 1.45% 10
2019
Q1 		$19.7M Sell
412,696
-11,964
-3% -$507K 1.23% 12
2018
Q4 		$16.7M Sell
424,660
-2,132
-0.5% -$103K 1.22% 11
2018
Q3 		$24.1M Sell
426,792
-8,240
-2% -$429K 1.57% 7
2018
Q2 		$20.1M Buy
435,032
+9,772
+2% +$443K 1.39% 12
2018
Q1 		$17.8M Buy
425,260
+16,232
+4% +$699K 1.35% 17
2017
Q4 		$17.3M Buy
409,028
+38,348
+10% +$1.6M 1.37% 16
2017
Q3 		$14.3M Buy
370,680
+12,056
+3% +$468K 1.16% 25
2017
Q2 		$12.9M Buy
358,624
+9,736
+3% +$360K 1.06% 32
2017
Q1 		$12.5M Buy
348,888
+3,708
+1% +$122K 1.08% 28
2016
Q4 		$9.99M Buy
345,180
+19,940
+6% +$565K 0.96% 34
2016
Q3 		$9.19M Buy
325,240
+3,660
+1% +$96.9K 0.9% 37
2016
Q2 		$7.69M Sell
321,580
-428
-0.1% -$10.6K 0.79% 46
2016
Q1 		$8.77M Sell
322,008
-33,104
-9% -$825K 0.89% 42
2015
Q4 		$9.35M Buy
355,112
+106,060
+43% +$3.03M 0.94% 42
2015
Q3 		$6.87M Buy
249,052
+60,760
+32% +$1.78M 0.75% 51
2015
Q2 		$5.9M Buy
188,292
+10,368
+6% +$332K 0.64% 60
2015
Q1 		$5.54M Buy
177,924
+12,128
+7% +$366K 0.62% 60
2014
Q4 		$4.58M Buy
165,796
+4,888
+3% +$133K 0.56% 66
2014
Q3 		$4.05M Buy
160,908
+3,652
+2% +$89.6K 0.52% 74
2014
Q2 		$3.65M Buy
157,256
+12,412
+9% +$264K 0.49% 78
2014
Q1 		$2.78M Buy
144,844
+8,316
+6% +$158K 0.42% 85
2013
Q4 		$2.74M Buy
136,528
+13,776
+11% +$260K 0.46% 79
2013
Q3 		$2.09M Buy
122,752
+13,804
+13% +$229K 0.43% 85
2013
Q2 		$1.54M Buy
+108,948
New +$1.68M 0.35% 92

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

Advisors Capital Management's AAPL Position: Q1 2026 in Review

Advisors Capital Management increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $3.75M and bringing the position to 1,015,508 shares worth $258M. The position accounts for 3% of the portfolio, ranked #1.

Advisors Capital Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $272M in Q4 2025. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Advisors Capital Management held 1,015,508 shares of Apple worth $258M as of Q1 2026.
  • Advisors Capital Management bought 14,421 Apple shares in Q1 2026, an estimated $3.75M.
  • Apple made up 3% of Advisors Capital Management's portfolio in Q1 2026, its #1 holding.
  • Advisors Capital Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • Advisors Capital Management's Apple position peaked at $272M in Q4 2025.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.