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Anchor Investment Management’s Apple AAPL Stock Holding History

Anchor Investment Management’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 		$33M Sell
129,905
-727
-0.6% -$189K 2.75% 2
2025
Q4 		$35.5M Sell
130,632
-2,688
-2% -$722K 2.89% 3
2025
Q3 		$33.9M Sell
133,320
-3,339
-2% -$754K 2.81% 3
2025
Q2 		$28M Buy
136,659
+1,011
+0.7% +$204K 2.46% 3
2025
Q1 		$30.1M Buy
135,648
+5,839
+4% +$1.35M 2.81% 3
2024
Q4 		$32.5M Buy
129,809
+4,086
+3% +$963K 3.03% 3
2024
Q3 		$29.3M Buy
125,723
+184
+0.1% +$41.1K 2.76% 2
2024
Q2 		$26.4M Buy
125,539
+3,184
+3% +$594K 2.72% 3
2024
Q1 		$21M Buy
122,355
+2,284
+2% +$415K 2.2% 3
2023
Q4 		$23.1M Buy
120,071
+6,255
+5% +$1.15M 2.65% 3
2023
Q3 		$19.5M Buy
113,816
+3,449
+3% +$632K 2.54% 3
2023
Q2 		$21.4M Buy
110,367
+5,759
+6% +$1M 2.73% 3
2023
Q1 		$17.2M Buy
104,608
+1,111
+1% +$164K 2.35% 3
2022
Q4 		$13.4M Buy
103,497
+2,291
+2% +$327K 1.93% 3
2022
Q3 		$14M Sell
101,206
-8,663
-8% -$1.36M 2.17% 3
2022
Q2 		$15M Sell
109,869
-941
-0.8% -$143K 2.18% 3
2022
Q1 		$19.3M Buy
110,810
+2,048
+2% +$344K 2.44% 3
2021
Q4 		$19.3M Buy
108,762
+1,033
+1% +$163K 2.4% 3
2021
Q3 		$15.2M Sell
107,729
-776
-0.7% -$114K 2.12% 3
2021
Q2 		$14.9M Buy
108,505
+2,054
+2% +$266K 2.06% 5
2021
Q1 		$13M Buy
106,451
+10,464
+11% +$1.34M 1.98% 4
2020
Q4 		$12.7M Sell
95,987
-11,252
-10% -$1.35M 2.29% 4
2020
Q3 		$12.4M Sell
107,239
-1,161
-1% -$127K 2.52% 4
2020
Q2 		$9.89M Sell
108,400
-920
-0.8% -$71.3K 2.21% 4
2020
Q1 		$6.95M Buy
109,320
+19,772
+22% +$1.45M 1.79% 4
2019
Q4 		$6.57M Sell
89,548
-1,372
-2% -$88.3K 1.4% 6
2019
Q3 		$5.09M Sell
90,920
-180
-0.2% -$9.41K 1.17% 11
2019
Q2 		$4.51M Buy
91,100
+4,972
+6% +$242K 1.07% 14
2019
Q1 		$4.09M Sell
86,128
-4,828
-5% -$205K 1.02% 18
2018
Q4 		$3.59M Sell
90,956
-52,152
-36% -$2.53M 1.02% 18
2018
Q3 		$8.08M Buy
143,108
+26,400
+23% +$1.37M 1.85% 6
2018
Q2 		$5.4M Buy
116,708
+2,928
+3% +$133K 1.33% 8
2018
Q1 		$4.77M Buy
113,780
+4,916
+5% +$212K 1.25% 8
2017
Q4 		$4.61M Buy
108,864
+13,804
+15% +$577K 1.22% 10
2017
Q3 		$3.66M Buy
95,060
+1,148
+1% +$44.5K 1.07% 16
2017
Q2 		$3.38M Sell
93,912
-100
-0.1% -$3.7K 1.12% 15
2017
Q1 		$3.38M Buy
94,012
+1,540
+2% +$50.7K 1.16% 14
2016
Q4 		$2.68M Buy
92,472
+344
+0.4% +$9.75K 1% 22
2016
Q3 		$2.6M Sell
92,128
-176
-0.2% -$4.66K 1.01% 22
2016
Q2 		$2.21M Sell
92,304
-296
-0.3% -$7.36K 0.87% 26
2016
Q1 		$2.52M Buy
+92,600
New +$2.31M 1.03% 19

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

Anchor Investment Management's AAPL Position: Q1 2026 in Review

Anchor Investment Management reduced its Apple (AAPL) stake by 0.56% in Q1 2026, selling an estimated $189K and leaving 129,905 shares worth $33M. The position accounts for 2.75% of the portfolio, ranked #2.

Anchor Investment Management first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $35.5M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Anchor Investment Management held 129,905 shares of Apple worth $33M as of Q1 2026.
  • Anchor Investment Management sold 727 Apple shares in Q1 2026, an estimated $189K.
  • Apple made up 2.75% of Anchor Investment Management's portfolio in Q1 2026, its #2 holding.
  • Anchor Investment Management first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Apple position peaked at $35.5M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.