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Almanack Investment Partners’s Apple AAPL Stock Holding History

Almanack Investment Partners’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 		$4.24M Buy
16,710
+523
+3% +$136K 0.72% 16
2025
Q4 		$4.4M Sell
16,187
-11,868
-42% -$3.19M 0.75% 25
2025
Q3 		$7.14M Sell
28,055
-31,831
-53% -$7.19M 1.1% 18
2025
Q2 		$12.3M Buy
59,886
+38,213
+176% +$7.72M 1.96% 12
2025
Q1 		$4.81M Sell
21,673
-1,952
-8% -$452K 0.95% 18
2024
Q4 		$5.92M Sell
23,625
-72
-0.3% -$17K 0.91% 24
2024
Q3 		$5.52M Buy
23,697
+35
+0.1% +$7.82K 0.87% 26
2024
Q2 		$4.98M Sell
23,662
-264
-1% -$49.2K 0.84% 27
2024
Q1 		$4.1M Buy
23,926
+1,931
+9% +$351K 0.7% 32
2023
Q4 		$4.23M Sell
21,995
-1,369
-6% -$253K 0.79% 28
2023
Q3 		$4M Sell
23,364
-6,482
-22% -$1.19M 0.77% 22
2023
Q2 		$5.79M Sell
29,846
-243
-0.8% -$42.3K 1.02% 16
2023
Q1 		$4.96M Buy
30,089
+777
+3% +$115K 0.98% 18
2022
Q4 		$3.81M Sell
29,312
-3,297
-10% -$471K 0.81% 20
2022
Q3 		$4.51M Sell
32,609
-38,302
-54% -$6.01M 0.88% 13
2022
Q2 		$9.7M Buy
70,911
+1,041
+1% +$158K 0.97% 17
2022
Q1 		$12.2M Buy
69,870
+1,604
+2% +$270K 1.06% 20
2021
Q4 		$12.1M Buy
68,266
+342
+0.5% +$54K 0.98% 21
2021
Q3 		$9.61M Buy
67,924
+7,011
+12% +$1.03M 0.85% 22
2021
Q2 		$8.34M Sell
60,913
-4,787
-7% -$620K 0.8% 32
2021
Q1 		$8.03M Buy
65,700
+2,389
+4% +$307K 0.82% 30
2020
Q4 		$8.4M Sell
63,311
-14,231
-18% -$1.71M 0.96% 26
2020
Q3 		$9.01M Sell
77,542
-4,686
-6% -$511K 1.11% 23
2020
Q2 		$7.5M Buy
82,228
+16,920
+26% +$1.31M 1.34% 17
2020
Q1 		$4.15M Buy
65,308
+16,092
+33% +$1.18M 0.89% 20
2019
Q4 		$3.61M Sell
49,216
-940
-2% -$60.5K 0.69% 32
2019
Q3 		$2.81M Sell
50,156
-2,736
-5% -$143K 0.54% 42
2019
Q2 		$2.62M Buy
52,892
+6,224
+13% +$303K 0.61% 37
2019
Q1 		$2.22M Buy
46,668
+7,696
+20% +$326K 0.63% 33
2018
Q4 		$1.54M Sell
38,972
-2,552
-6% -$124K 0.45% 35
2018
Q3 		$2.18M Buy
41,524
+4,712
+13% +$245K 0.58% 40
2018
Q2 		$1.7M Sell
36,812
-4,368
-11% -$198K 0.77% 23
2018
Q1 		$1.73M Buy
41,180
+3,460
+9% +$149K 0.66% 27
2017
Q4 		$1.6M Buy
37,720
+1,568
+4% +$65.5K 0.63% 29
2017
Q3 		$1.39M Buy
36,152
+2,192
+6% +$85K 0.68% 26
2017
Q2 		$1.22M Sell
33,960
-20,540
-38% -$759K 0.68% 42
2017
Q1 		$1.96M Sell
54,500
-2,748
-5% -$90.5K 1.46% 20
2016
Q4 		$1.66M Buy
+57,248
New +$1.62M 1.38% 22

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

Almanack Investment Partners's AAPL Position: Q1 2026 in Review

Almanack Investment Partners increased its Apple (AAPL) stake by 3.2% in Q1 2026, buying an estimated $136K and bringing the position to 16,710 shares worth $4.24M. The position accounts for 0.72% of the portfolio, ranked #16.

Almanack Investment Partners first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.3M in Q2 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Almanack Investment Partners held 16,710 shares of Apple worth $4.24M as of Q1 2026.
  • Almanack Investment Partners bought 523 Apple shares in Q1 2026, an estimated $136K.
  • Apple made up 0.72% of Almanack Investment Partners's portfolio in Q1 2026, its #16 holding.
  • Almanack Investment Partners first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • Almanack Investment Partners's Apple position peaked at $12.3M in Q2 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.