Alpha Family Trust’s Apple AAPL Stock Holding History

Alpha Family Trust’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	$15.4M	Hold	60,770	–	–	7.48%	2
2025 Q4	$16.5M	Hold	60,770	–	–	7.53%	3
2025 Q3	$15.5M	Buy	60,770 +3,220	+6%	+$727K	7.26%	3
2025 Q2	$11.8M	Sell	57,550 -6,760	-11%	-$1.37M	5.85%	3
2025 Q1	$14.3M	Buy	64,310 +7,610	+13%	+$1.76M	8.34%	1
2024 Q4	$14.2M	Hold	56,700	–	–	7.97%	3
2024 Q3	$13.2M	Hold	56,700	–	–	7.38%	4
2024 Q2	$11.9M	Sell	56,700 -4,010	-7%	-$748K	7%	4
2024 Q1	$10.4M	Sell	60,710 -1,450	-2%	-$264K	6.3%	4
2023 Q4	$12M	Hold	62,160	–	–	8.08%	2
2023 Q3	$10.6M	Sell	62,160 -2,260	-4%	-$414K	8.1%	3
2023 Q2	$12.5M	Sell	64,420 -65	-0.1%	-$11.3K	8.72%	2
2023 Q1	$10.6M	Sell	64,485 -775	-1%	-$114K	8.42%	3
2022 Q4	$8.48M	Sell	65,260 -11,100	-15%	-$1.59M	7.66%	4
2022 Q3	$10.6M	Hold	76,360	–	–	7.98%	5
2022 Q2	$10.4M	Buy	76,360 +18,610	+32%	+$2.82M	6.65%	6
2022 Q1	$10.1M	Buy	57,750 +34,900	+153%	+$5.87M	4.09%	10
2021 Q4	$4.06M	Hold	22,850	–	–	1.14%	17
2021 Q3	$3.23M	Hold	22,850	–	–	1.05%	19
2021 Q2	$3.13M	Hold	22,850	–	–	0.99%	20
2021 Q1	$2.79M	Buy	+22,850	New	+$2.93M	1.29%	17

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

Alpha Family Trust's AAPL Position: Q1 2026 in Review

Alpha Family Trust held its Apple (AAPL) position steady in Q1 2026 at 60,770 shares worth $15.4M. The position accounts for 7.48% of the portfolio, ranked #2.

Alpha Family Trust first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Alpha Family Trust held 60,770 shares of Apple worth $15.4M as of Q1 2026.
Alpha Family Trust left its Apple share count unchanged in Q1 2026.
Apple made up 7.48% of Alpha Family Trust's portfolio in Q1 2026, its #2 holding.
Alpha Family Trust first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
Alpha Family Trust's Apple position peaked at $16.5M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.