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Annandale Capital’s Apple AAPL Stock Holding History

Annandale Capital’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 		$6.11M Buy
24,086
+502
+2% +$131K 0.86% 33
2025
Q4 		$6.41M Buy
23,584
+488
+2% +$131K 0.76% 35
2025
Q3 		$58.8M Sell
23,096
-496
-2% -$112K 1% 32
2025
Q2 		$4.84M Buy
23,592
+3
+0% +$606 0.37% 38
2025
Q1 		$5.24M Sell
23,589
-133
-0.6% -$30.8K 0.33% 42
2024
Q4 		$5.94M Sell
23,722
-89
-0.4% -$21K 0.94% 32
2024
Q3 		$5.55M Sell
23,811
-328
-1% -$73.2K 0.78% 31
2024
Q2 		$5.08M Buy
24,139
+204
+0.9% +$38K 0.87% 28
2024
Q1 		$4.1M Sell
23,935
-24
-0.1% -$4.36K 0.76% 38
2023
Q4 		$4.61M Buy
23,959
+18
+0.1% +$3.32K 0.87% 32
2023
Q3 		$4.1M Buy
23,941
+4
+0% +$734 1.02% 26
2023
Q2 		$4.64M Sell
23,937
-314
-1% -$54.7K 1.34% 23
2023
Q1 		$4M Buy
24,251
+5
+0% +$738 1.26% 26
2022
Q4 		$3.15M Buy
24,246
+1,505
+7% +$215K 1.04% 30
2022
Q3 		$3.14M Buy
22,741
+4
+0% +$628 1.16% 24
2022
Q2 		$3.11M Buy
22,737
+714
+3% +$108K 1.23% 26
2022
Q1 		$3.85M Sell
22,023
-28,308
-56% -$4.76M 1.52% 20
2021
Q4 		$8.94M Sell
50,331
-3,162
-6% -$500K 3.94% 4
2021
Q3 		$7.57M Buy
53,493
+1
+0% +$147 4.56% 4
2021
Q2 		$7.33M Buy
53,492
+607
+1% +$78.6K 4.41% 4
2021
Q1 		$6.46M Sell
52,885
-8,151
-13% -$1.05M 4.58% 5
2020
Q4 		$8.1M Buy
+61,036
New +$7.34M 6.77% 3

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

Annandale Capital's AAPL Position: Q1 2026 in Review

Annandale Capital increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $131K and bringing the position to 24,086 shares worth $6.11M. The position accounts for 0.86% of the portfolio, ranked #33.

Annandale Capital first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $58.8M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Annandale Capital held 24,086 shares of Apple worth $6.11M as of Q1 2026.
  • Annandale Capital bought 502 Apple shares in Q1 2026, an estimated $131K.
  • Apple made up 0.86% of Annandale Capital's portfolio in Q1 2026, its #33 holding.
  • Annandale Capital first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Annandale Capital's Apple position peaked at $58.8M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.