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Allred Capital Management’s Apple AAPL Stock Holding History

Allred 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 		$7.89M Buy
31,089
+374
+1% +$97.3K 2.87% 5
2025
Q4 		$8.35M Sell
30,715
-554
-2% -$149K 3.02% 4
2025
Q3 		$7.96M Sell
31,269
-377
-1% -$85.2K 2.77% 5
2025
Q2 		$6.49M Sell
31,646
-1,546
-5% -$312K 2.43% 8
2025
Q1 		$7.37M Sell
33,192
-847
-2% -$196K 2.95% 4
2024
Q4 		$8.52M Sell
34,039
-246
-0.7% -$58K 3.3% 4
2024
Q3 		$7.99M Sell
34,285
-1,125
-3% -$251K 3.14% 4
2024
Q2 		$7.46M Sell
35,410
-224
-0.6% -$41.8K 2.86% 4
2024
Q1 		$6.11M Sell
35,634
-369
-1% -$67.1K 2.39% 7
2023
Q4 		$6.93M Sell
36,003
-880
-2% -$162K 3.01% 4
2023
Q3 		$6.31M Sell
36,883
-78
-0.2% -$14.3K 3.15% 4
2023
Q2 		$7.17M Sell
36,961
-14
-0% -$2.44K 3.52% 4
2023
Q1 		$6.1M Sell
36,975
-80
-0.2% -$11.8K 3.23% 4
2022
Q4 		$4.81M Buy
37,055
+142
+0.4% +$20.3K 2.64% 7
2022
Q3 		$5.1M Sell
36,913
-495
-1% -$77.7K 3.18% 5
2022
Q2 		$5.11M Sell
37,408
-856
-2% -$130K 3.22% 6
2022
Q1 		$6.68M Sell
38,264
-3,031
-7% -$510K 3.53% 4
2021
Q4 		$7.33M Sell
41,295
-1,299
-3% -$205K 3.55% 4
2021
Q3 		$6.03M Sell
42,594
-2,787
-6% -$410K 3.15% 5
2021
Q2 		$6.21M Sell
45,381
-1,541
-3% -$200K 3.07% 5
2021
Q1 		$5.73M Buy
46,922
+348
+0.7% +$44.7K 2.59% 5
2020
Q4 		$6.18M Sell
46,574
-1,319
-3% -$159K 3.37% 5
2020
Q3 		$5.55M Sell
47,893
-1,259
-3% -$137K 3.35% 5
2020
Q2 		$4.48M Buy
49,152
+828
+2% +$64.2K 2.84% 6
2020
Q1 		$3.07M Buy
48,324
+9,276
+24% +$682K 2.38% 7
2019
Q4 		$2.87M Sell
39,048
-12,540
-24% -$807K 1.57% 10
2019
Q3 		$2.9M Sell
51,588
-3,636
-7% -$190K 1.76% 12
2019
Q2 		$2.8M Sell
55,224
-1,156
-2% -$56.3K 1.6% 11
2019
Q1 		$2.73M Sell
56,380
-5,444
-9% -$231K 1.56% 12
2018
Q4 		$2.44M Buy
+61,824
New +$3M 1.63% 11

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

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

Allred Capital Management increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $97.3K and bringing the position to 31,089 shares worth $7.89M. The position accounts for 2.87% of the portfolio, ranked #5.

Allred Capital Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.52M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Allred Capital Management held 31,089 shares of Apple worth $7.89M as of Q1 2026.
  • Allred Capital Management bought 374 Apple shares in Q1 2026, an estimated $97.3K.
  • Apple made up 2.87% of Allred Capital Management's portfolio in Q1 2026, its #5 holding.
  • Allred Capital Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Apple position peaked at $8.52M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.