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America First Investment Advisors’s Apple AAPL Stock Holding History

America First Investment 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 		$2.11M Hold
8,303
– – 0.39% 24
2025
Q4 		$2.26M Sell
8,303
-4,774
-37% -$1.28M 0.41% 24
2025
Q3 		$3.33M Buy
13,077
+12
+0.1% +$2.71K 0.62% 22
2025
Q2 		$2.68M Hold
13,065
– – 0.53% 22
2025
Q1 		$2.9M Buy
13,065
+25
+0.2% +$5.79K 0.61% 21
2024
Q4 		$3.27M Buy
13,040
+5,042
+63% +$1.19M 0.71% 21
2024
Q3 		$1.86M Hold
7,998
– – 0.42% 22
2024
Q2 		$1.68M Hold
7,998
– – 0.41% 23
2024
Q1 		$1.37M Sell
7,998
-368
-4% -$66.9K 0.33% 23
2023
Q4 		$1.61M Hold
8,366
– – 0.42% 23
2023
Q3 		$1.43M Hold
8,366
– – 0.4% 23
2023
Q2 		$1.62M Hold
8,366
– – 0.44% 24
2023
Q1 		$1.38M Buy
8,366
+1,692
+25% +$250K 0.4% 24
2022
Q4 		$867K Hold
6,674
– – 0.26% 26
2022
Q3 		$922K Hold
6,674
– – 0.32% 23
2022
Q2 		$912K Hold
6,674
– – 0.29% 25
2022
Q1 		$1.17M Sell
6,674
-14,000
-68% -$2.35M 0.34% 23
2021
Q4 		$3.67M Hold
20,674
– – 1.04% 20
2021
Q3 		$2.92M Hold
20,674
– – 0.89% 22
2021
Q2 		$2.83M Hold
20,674
– – 0.83% 21
2021
Q1 		$2.52M Hold
20,674
– – 0.77% 23
2020
Q4 		$2.74M Hold
20,674
– – 0.83% 22
2020
Q3 		$2.39M Buy
20,674
+70
+0.3% +$7.64K 0.76% 22
2020
Q2 		$1.88M Buy
20,604
+976
+5% +$75.6K 0.6% 24
2020
Q1 		$1.25M Buy
19,628
+1,572
+9% +$116K 0.45% 26
2019
Q4 		$1.33M Sell
18,056
-4,816
-21% -$310K 0.39% 24
2019
Q3 		$1.28M Hold
22,872
– – 0.39% 24
2019
Q2 		$1.13M Hold
22,872
– – 0.34% 24
2019
Q1 		$1.09M Buy
22,872
+240
+1% +$10.2K 0.33% 26
2018
Q4 		$892K Hold
22,632
– – 0.3% 26
2018
Q3 		$1.28M Hold
22,632
– – 0.4% 25
2018
Q2 		$1.05M Sell
22,632
-144
-0.6% -$6.53K 0.34% 25
2018
Q1 		$955K Hold
22,776
– – 0.35% 26
2017
Q4 		$964K Hold
22,776
– – 0.33% 26
2017
Q3 		$878K Hold
22,776
– – 0.32% 27
2017
Q2 		$820K Sell
22,776
-2,000
-8% -$73.9K 0.31% 28
2017
Q1 		$890K Buy
24,776
+2,000
+9% +$65.9K 0.33% 27
2016
Q4 		$659K Buy
22,776
+3,360
+17% +$95.3K 0.27% 31
2016
Q3 		$549K Buy
19,416
+384
+2% +$10.2K 0.23% 35
2016
Q2 		$455K Hold
19,032
– – 0.19% 38
2016
Q1 		$519K Hold
19,032
– – 0.23% 35
2015
Q4 		$501K Hold
19,032
– – 0.22% 37
2015
Q3 		$525K Hold
19,032
– – 0.25% 36
2015
Q2 		$597K Hold
19,032
– – 0.26% 36
2015
Q1 		$592K Hold
19,032
– – 0.25% 38
2014
Q4 		$525K Sell
19,032
-1,200
-6% -$32.6K 0.22% 40
2014
Q3 		$510K Sell
20,232
-180
-0.9% -$4.42K 0.23% 37
2014
Q2 		$474K Hold
20,412
– – 0.21% 38
2014
Q1 		$391K Hold
20,412
– – 0.18% 41
2013
Q4 		$409K Sell
20,412
-5,516
-21% -$104K 0.19% 40
2013
Q3 		$441K Buy
25,928
+2,856
+12% +$47.4K 0.22% 39
2013
Q2 		$327K Buy
+23,072
New +$355K 0.17% 41

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

America First Investment Advisors's AAPL Position: Q1 2026 in Review

America First Investment Advisors held its Apple (AAPL) position steady in Q1 2026 at 8,303 shares worth $2.11M. The position accounts for 0.39% of the portfolio, ranked #24.

America First Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.67M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • America First Investment Advisors held 8,303 shares of Apple worth $2.11M as of Q1 2026.
  • America First Investment Advisors left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.39% of America First Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • America First Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • America First Investment Advisors's Apple position peaked at $3.67M in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.