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American Investment Services’s Apple AAPL Stock Holding History

American Investment Services’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 		$510K Sell
2,010
-18
-0.9% -$4.68K 0.11% 97
2025
Q4 		$551K Hold
2,028
– – 0.13% 92
2025
Q3 		$516K Sell
2,028
-1
-0% -$226 0.12% 93
2025
Q2 		$416K Sell
2,029
-52,380
-96% -$10.6M 0.11% 100
2025
Q1 		$12.1M Buy
54,409
+54
+0.1% +$12.5K 2.13% 9
2024
Q4 		$13.6M Sell
54,355
-20,489
-27% -$4.83M 2.41% 9
2024
Q3 		$17.4M Buy
74,844
+228
+0.3% +$50.9K 2.91% 7
2024
Q2 		$15.7M Buy
74,616
+67
+0.1% +$12.5K 2.78% 8
2024
Q1 		$12.8M Buy
74,549
+57
+0.1% +$10.4K 2.27% 10
2023
Q4 		$14.3M Buy
74,492
+175
+0.2% +$32.3K 2.7% 7
2023
Q3 		$12.7M Sell
74,317
-249
-0.3% -$45.7K 2.72% 7
2023
Q2 		$14.5M Sell
74,566
-3,856
-5% -$672K 2.93% 7
2023
Q1 		$10.2M Hold
78,422
– – 2.1% 15
2022
Q4 		$10.2M Buy
78,422
+2,076
+3% +$297K 2.1% 15
2022
Q3 		$10.6M Buy
76,346
+2,490
+3% +$391K 2.51% 11
2022
Q2 		$10.1M Buy
73,856
+922
+1% +$140K 2.3% 14
2022
Q1 		$12.7M Buy
72,934
+48,064
+193% +$8.08M 2.8% 10
2021
Q4 		$4.42M Sell
24,870
-48,652
-66% -$7.69M 0.97% 27
2021
Q3 		$10.4M Sell
73,522
-1,762
-2% -$259K 2.33% 14
2021
Q2 		$10.3M Buy
75,284
+153
+0.2% +$19.8K 2.37% 13
2021
Q1 		$9.18M Buy
75,131
+317
+0.4% +$40.7K 2.48% 14
2020
Q4 		$9.93M Sell
74,814
-2,120
-3% -$255K 3.02% 9
2020
Q3 		$8.91M Buy
76,934
+90
+0.1% +$9.82K 2.99% 10
2020
Q2 		$7.01M Sell
76,844
-16,772
-18% -$1.3M 2.46% 11
2020
Q1 		$5.95M Sell
93,616
-416
-0.4% -$30.6K 2.28% 11
2019
Q4 		$6.9M Sell
94,032
-3,424
-4% -$220K 2.09% 12
2019
Q3 		$5.46M Sell
97,456
-19,532
-17% -$1.02M 1.71% 14
2019
Q2 		$5.79M Buy
116,988
+268
+0.2% +$13.1K 1.84% 13
2019
Q1 		$5.54M Buy
116,720
+276
+0.2% +$11.7K 1.76% 15
2018
Q4 		$4.59M Sell
116,444
-436
-0.4% -$21.1K 1.64% 17
2018
Q3 		$6.6M Buy
116,880
+880
+0.8% +$45.8K 2.22% 11
2018
Q2 		$5.37M Buy
116,000
+252
+0.2% +$11.4K 1.85% 13
2018
Q1 		$4.86M Buy
115,748
+2,208
+2% +$95.1K 1.72% 15
2017
Q4 		$4.8M Sell
113,540
-80
-0.1% -$3.34K 1.76% 13
2017
Q3 		$4.38M Buy
113,620
+28,256
+33% +$1.1M 1.68% 13
2017
Q2 		$3.07M Sell
85,364
-1,076
-1% -$39.8K 1.22% 15
2017
Q1 		$3.1M Buy
86,440
+2,440
+3% +$80.3K 1.26% 14
2016
Q4 		$2.43M Sell
84,000
-70,340
-46% -$1.99M 1.02% 17
2016
Q3 		$4.36M Buy
154,340
+484
+0.3% +$12.8K 1.81% 11
2016
Q2 		$3.68M Buy
+153,856
New +$3.82M 1.59% 15

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

American Investment Services's AAPL Position: Q1 2026 in Review

American Investment Services reduced its Apple (AAPL) stake by 0.89% in Q1 2026, selling an estimated $4.68K and leaving 2,010 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #97.

American Investment Services first reported a position in AAPL in Q2 2016 and has held it in 40 quarters since. The position peaked at $17.4M in Q3 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • American Investment Services held 2,010 shares of Apple worth $510K as of Q1 2026.
  • American Investment Services sold 18 Apple shares in Q1 2026, an estimated $4.68K.
  • Apple made up 0.11% of American Investment Services's portfolio in Q1 2026, its #97 holding.
  • American Investment Services first reported a position in Apple in Q2 2016 and has held it in 40 quarters since.
  • American Investment Services's Apple position peaked at $17.4M in Q3 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.