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Annis Gardner Whiting Capital Advisors’s Apple AAPL Stock Holding History

Annis Gardner Whiting Capital 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 		$12.5M Buy
49,211
+3,438
+8% +$895K 2% 9
2025
Q4 		$12.4M Buy
45,773
+4,795
+12% +$1.29M 2.36% 6
2025
Q3 		$10.4M Buy
40,978
+7,164
+21% +$1.62M 2.15% 8
2025
Q2 		$6.94M Buy
33,814
+204
+0.6% +$41.2K 2.4% 5
2025
Q1 		$7.47M Sell
33,610
-1,416
-4% -$328K 3.16% 4
2024
Q4 		$8.77M Sell
35,026
-1,678
-5% -$395K 2.46% 7
2024
Q3 		$8.55M Sell
36,704
-2,353
-6% -$525K 2.41% 7
2024
Q2 		$8.23M Buy
39,057
+8,269
+27% +$1.54M 2.34% 9
2024
Q1 		$5.28M Buy
30,788
+4,880
+19% +$887K 1.89% 10
2023
Q4 		$4.99M Sell
25,908
-228
-0.9% -$42.1K 2.2% 8
2023
Q3 		$4.47M Buy
+26,136
New +$4.79M 2.39% 8

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

Annis Gardner Whiting Capital Advisors's AAPL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Apple (AAPL) stake by 7.5% in Q1 2026, buying an estimated $895K and bringing the position to 49,211 shares worth $12.5M. The position accounts for 2% of the portfolio, ranked #9.

Annis Gardner Whiting Capital Advisors first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 49,211 shares of Apple worth $12.5M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 3,438 Apple shares in Q1 2026, an estimated $895K.
  • Apple made up 2% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #9 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.