Alta Advisers’s Apple AAPL Stock Holding History

Alta Advisers’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	$14.7M	Sell	57,768 -212	-0.4%	-$55.2K	5.3%	4
2025 Q4	$15.8M	Sell	57,980 -17,600	-23%	-$4.72M	5.71%	4
2025 Q3	$19.2M	Sell	75,580 -1,500	-2%	-$339K	5.89%	4
2025 Q2	$15.8M	Hold	77,080	–	–	5.63%	4
2025 Q1	$17.1M	Buy	77,080 +26,630	+53%	+$6.17M	7.29%	1
2024 Q4	$12.6M	Buy	50,450 +7,190	+17%	+$1.69M	7.98%	1
2024 Q3	$10.1M	Buy	43,260 +2,760	+7%	+$616K	4.6%	4
2024 Q2	$8.53M	Hold	40,500	–	–	4.1%	6
2024 Q1	$6.94M	Hold	40,500	–	–	3.44%	5
2023 Q4	$7.8M	Hold	40,500	–	–	4.16%	4
2023 Q3	$6.93M	Buy	40,500 +500	+1%	+$91.7K	4.02%	4
2023 Q2	$7.76M	Hold	40,000	–	–	4.36%	4
2023 Q1	$6.6M	Hold	40,000	–	–	3.94%	4
2022 Q4	$5.2M	Hold	40,000	–	–	3.11%	4
2022 Q3	$5.53M	Buy	+40,000	New	+$6.28M	3.48%	4
2013 Q4	–	Sell	-1,764	Closed	-$30K	–	48
2013 Q3	$30K	Sell	1,764 -308	-15%	-$5.11K	0.01%	49
2013 Q2	$29K	Buy	+2,072	New	+$31.9K	0.01%	80

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

Alta Advisers's AAPL Position: Q1 2026 in Review

Alta Advisers reduced its Apple (AAPL) stake by 0.37% in Q1 2026, selling an estimated $55.2K and leaving 57,768 shares worth $14.7M. The position accounts for 5.3% of the portfolio, ranked #4.

Alta Advisers first reported a position in AAPL in Q2 2013 and has held it in 17 quarters since. The position peaked at $19.2M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Alta Advisers held 57,768 shares of Apple worth $14.7M as of Q1 2026.
Alta Advisers sold 212 Apple shares in Q1 2026, an estimated $55.2K.
Apple made up 5.3% of Alta Advisers's portfolio in Q1 2026, its #4 holding.
Alta Advisers first reported a position in Apple in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's Apple position peaked at $19.2M in Q3 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.