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Altman Advisors’s Apple AAPL Stock Holding History

Altman 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 		$9.04M Buy
35,619
+891
+3% +$232K 3.75% 4
2025
Q4 		$9.44M Sell
34,728
-322
-0.9% -$86.4K 3.56% 4
2025
Q3 		$8.92M Sell
35,050
-78
-0.2% -$17.6K 3.41% 3
2025
Q2 		$7.3M Buy
35,128
+1,056
+3% +$213K 2.98% 5
2025
Q1 		$7.24M Buy
34,072
+617
+2% +$143K 3.34% 2
2024
Q4 		$8.38M Buy
33,455
+175
+0.5% +$41.2K 3.57% 3
2024
Q3 		$7.75M Sell
33,280
-344
-1% -$76.8K 3.45% 3
2024
Q2 		$7.08M Sell
33,624
-25
-0.1% -$4.66K 4.03% 3
2024
Q1 		$5.72M Buy
33,649
+5,247
+18% +$954K 2.78% 5
2023
Q4 		$5.47M Buy
28,402
+287
+1% +$53K 2.87% 5
2023
Q3 		$4.81M Buy
+28,115
New +$5.16M 3% 3
2023
Q1 		$2.8M Buy
25,398
+539
+2% +$79.5K 2.56% 5
2022
Q4 		$3.32M Sell
24,859
-798
-3% -$114K 2.05% 6
2022
Q3 		$3.55M Sell
25,657
-205
-0.8% -$32.2K 2.24% 6
2022
Q2 		$4.14M Sell
25,862
-270
-1% -$40.9K 2.36% 5
2022
Q1 		$4.56M Buy
26,132
+232
+0.9% +$39K 2.36% 6
2021
Q4 		$4.21M Buy
25,900
+3,326
+15% +$526K 2.57% 6
2021
Q3 		$3.38M Sell
22,574
-338
-1% -$49.8K 1.87% 14
2021
Q2 		$3.35M Buy
22,912
+1,343
+6% +$174K 1.89% 11
2021
Q1 		$2.63M Buy
21,569
+968
+5% +$124K 1.7% 17
2020
Q4 		$2.73M Buy
20,601
+5,606
+37% +$674K 1.72% 16
2020
Q3 		$1.74M Buy
14,995
+75
+0.5% +$8.18K 1.23% 37
2020
Q2 		$1.36M Sell
14,920
-668
-4% -$51.8K 1.16% 41
2020
Q1 		$991K Buy
+15,588
New +$1.15M 0.92% 42
2018
Q4 		– Sell
-45,880
Closed -$2.59M – 65
2018
Q3 		$2.59M Buy
+45,880
New +$2.39M 2.33% 13
2018
Q2 		– Sell
-47,924
Closed -$2.01M – 69
2018
Q1 		$2.01M Sell
47,924
-23,692
-33% -$1.02M 1.93% 20
2017
Q4 		$3.03M Buy
+71,616
New +$2.99M 2.64% 5

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

Altman Advisors's AAPL Position: Q1 2026 in Review

Altman Advisors increased its Apple (AAPL) stake by 2.6% in Q1 2026, buying an estimated $232K and bringing the position to 35,619 shares worth $9.04M. The position accounts for 3.75% of the portfolio, ranked #4.

Altman Advisors first reported a position in AAPL in Q4 2017 and has held it in 27 quarters since. The position peaked at $9.44M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Altman Advisors held 35,619 shares of Apple worth $9.04M as of Q1 2026.
  • Altman Advisors bought 891 Apple shares in Q1 2026, an estimated $232K.
  • Apple made up 3.75% of Altman Advisors's portfolio in Q1 2026, its #4 holding.
  • Altman Advisors first reported a position in Apple in Q4 2017 and has held it in 27 quarters since.
  • Altman Advisors's Apple position peaked at $9.44M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.