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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
2026
Q1 		$1.55M Buy
6,100
+2,300
+61% +$599K 0.36% 50
2025
Q4 		$1.03M Sell
3,800
-1,300
-25% -$349K 0.24% 62
2025
Q3 		$1.3M Buy
5,100
+700
+16% +$158K 0.33% 57
2025
Q2 		$903K Buy
4,400
+1,300
+42% +$263K 0.26% 53
2025
Q1 		$689K Buy
3,100
+1,900
+158% +$440K 0.22% 50
2024
Q4 		$301K Buy
+1,200
New +$283K 0.1% 70
2024
Q2 		– Sell
-2,100
Closed -$360K – 88
2024
Q1 		$360K Hold
2,100
– – 0.14% 66
2023
Q4 		$404K Hold
2,100
– – 0.15% 54
2023
Q3 		$360K Buy
+2,100
New +$385K 0.15% 59
2021
Q1 		– Sell
-6,800
Closed -$902K – 85
2020
Q4 		$902K Sell
6,800
-400
-6% -$48.1K 0.35% 40
2020
Q3 		$834K Sell
7,200
-3,200
-31% -$349K 0.29% 46
2020
Q2 		$948K Sell
10,400
-12,000
-54% -$930K 0.39% 45
2020
Q1 		$1.42M Buy
22,400
+6,400
+40% +$471K 0.58% 37
2019
Q4 		$1.18M Sell
16,000
-800
-5% -$51.5K 0.38% 45
2019
Q3 		$942K Sell
16,800
-1,200
-7% -$62.7K 0.32% 51
2019
Q2 		$891K Sell
18,000
-6,000
-25% -$292K 0.3% 52
2019
Q1 		$1.14M Buy
24,000
+12,400
+107% +$526K 0.39% 46
2018
Q4 		$457K Buy
11,600
+1,600
+16% +$77.6K 0.18% 78
2018
Q3 		$564K Sell
10,000
-5,200
-34% -$271K 0.23% 70
2018
Q2 		$703K Buy
15,200
+5,600
+58% +$254K 0.31% 61
2018
Q1 		$403K Sell
9,600
-6,800
-41% -$293K 0.18% 91
2017
Q4 		$694K Buy
+16,400
New +$685K 0.32% 64

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

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. 6,073 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.
  • 6,073 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.