All Terrain Financial Advisors’s Apple AAPL Stock Holding History

All Terrain Financial Advisors’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
2025 Q3	–	Sell	-100	Closed	-$20.5K	–	139
2025 Q2	$20.5K	Hold	100	–	–	0.01%	117
2025 Q1	$22.2K	Buy	+100	New	+$23.2K	0.01%	109
2021 Q1	–	Sell	-4,000	Closed	-$531K	–	84
2020 Q4	$531K	Hold	4,000	–	–	0.21%	54
2020 Q3	$463K	Hold	4,000	–	–	0.16%	62
2020 Q2	$365K	Sell	4,000 -4,400	-52%	-$341K	0.15%	66
2020 Q1	$534K	Sell	8,400 -6,800	-45%	-$500K	0.22%	64
2019 Q4	$1.12M	Buy	15,200 +9,600	+171%	+$618K	0.36%	48
2019 Q3	$314K	Buy	5,600 +1,200	+27%	+$62.7K	0.11%	111
2019 Q2	$108K	Sell	4,400 -14,000	-76%	-$682K	0.04%	169
2019 Q1	$874K	Sell	18,400 -10,800	-37%	-$458K	0.3%	55
2018 Q4	$1.15M	Buy	29,200 +4,400	+18%	+$213K	0.46%	43
2018 Q3	$1.4M	Sell	24,800 -2,400	-9%	-$125K	0.57%	37
2018 Q2	$1.26M	Buy	27,200 +1,200	+5%	+$54.4K	0.56%	38
2018 Q1	$1.09M	Sell	26,000 -10,000	-28%	-$430K	0.5%	47
2017 Q4	$1.52M	Buy	+36,000	New	+$1.5M	0.7%	35

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

All Terrain Financial Advisors's AAPL Position: Q1 2026 in Review

All Terrain Financial Advisors increased its Apple (AAPL) stake by 2.5% in Q1 2026, buying an estimated $428K and bringing the position to 66,858 shares worth $17M. The position accounts for 3.99% of the portfolio, ranked #6.

All Terrain Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.7M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

All Terrain Financial Advisors held 66,858 shares of Apple worth $17M as of Q1 2026.
All Terrain Financial Advisors bought 1,646 Apple shares in Q1 2026, an estimated $428K.
Apple made up 3.99% of All Terrain Financial Advisors's portfolio in Q1 2026, its #6 holding.
All Terrain Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
All Terrain Financial Advisors's Apple position peaked at $17.7M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.