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Aigen Investment Management’s Apple AAPL Stock Holding History

Aigen 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 		$1.75M Sell
6,914
-2,199
-24% -$572K 0.45% 59
2025
Q4 		$2.48M Sell
9,113
-3,264
-26% -$876K 0.57% 37
2025
Q3 		$3.15M Buy
12,377
+8,891
+255% +$2.01M 0.49% 26
2025
Q2 		$715K Buy
+3,486
New +$704K 0.1% 316
2025
Q1 		– Sell
-4,380
Closed -$1.1M – 729
2024
Q4 		$1.1M Buy
+4,380
New +$1.03M 0.19% 162
2024
Q2 		– Sell
-18,625
Closed -$3.19M – 735
2024
Q1 		$3.19M Buy
18,625
+3,724
+25% +$677K 0.7% 8
2023
Q4 		$2.87M Buy
14,901
+514
+4% +$94.9K 0.51% 28
2023
Q3 		$2.46M Sell
14,387
-44,267
-75% -$8.12M 0.46% 20
2023
Q2 		$11.4M Buy
+58,654
New +$10.2M 1.68% 1
2022
Q1 		– Sell
-61,226
Closed -$10.6M – 506
2021
Q4 		$10.6M Buy
+61,226
New +$9.68M 0.65% 17
2021
Q2 		– Sell
-86,601
Closed -$10.6M – 434
2021
Q1 		$10.6M Buy
+86,601
New +$11.1M 1.4% 9
2020
Q3 		– Sell
-43,612
Closed -$3.98M – 829
2020
Q2 		$3.98M Buy
43,612
+33,804
+345% +$2.62M 0.51% 21
2020
Q1 		$624K Buy
9,808
+6,552
+201% +$482K 0.08% 359
2019
Q4 		$239K Buy
+3,256
New +$209K 0.04% 504

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

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

Aigen Investment Management reduced its Apple (AAPL) stake by 24% in Q1 2026, selling an estimated $572K and leaving 6,914 shares worth $1.75M. The position accounts for 0.45% of the portfolio, ranked #59.

Aigen Investment Management first reported a position in AAPL in Q4 2019 and has held it in 14 quarters since. The position peaked at $11.4M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Aigen Investment Management held 6,914 shares of Apple worth $1.75M as of Q1 2026.
  • Aigen Investment Management sold 2,199 Apple shares in Q1 2026, an estimated $572K.
  • Apple made up 0.45% of Aigen Investment Management's portfolio in Q1 2026, its #59 holding.
  • Aigen Investment Management first reported a position in Apple in Q4 2019 and has held it in 14 quarters since.
  • Aigen Investment Management's Apple position peaked at $11.4M in Q2 2023.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.