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Arcadia Investment Management’s Apple AAPL Stock Holding History

Arcadia 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 		$25.6M Sell
100,808
-1,364
-1% -$355K 4.38% 3
2025
Q4 		$27.8M Sell
102,172
-5,371
-5% -$1.44M 4.51% 4
2025
Q3 		$27.4M Sell
107,543
-3,550
-3% -$802K 4.22% 5
2025
Q2 		$22.8M Sell
111,093
-1,449
-1% -$293K 3.65% 7
2025
Q1 		$25M Sell
112,542
-7,611
-6% -$1.76M 4.52% 2
2024
Q4 		$30.1M Buy
120,153
+291
+0.2% +$68.6K 4.81% 2
2024
Q3 		$27.9M Buy
119,862
+1,350
+1% +$301K 4.59% 2
2024
Q2 		$25M Sell
118,512
-1,498
-1% -$279K 4.26% 4
2024
Q1 		$20.6M Sell
120,010
-2,666
-2% -$485K 3.64% 5
2023
Q4 		$23.6M Sell
122,676
-1,025
-0.8% -$189K 4.51% 2
2023
Q3 		$21.2M Sell
123,701
-2,465
-2% -$452K 4.48% 1
2023
Q2 		$24.5M Sell
126,166
-1,300
-1% -$227K 4.96% 1
2023
Q1 		$21M Sell
127,466
-8,391
-6% -$1.24M 4.57% 2
2022
Q4 		$17.7M Buy
135,857
+6,212
+5% +$888K 4.12% 3
2022
Q3 		$17.9M Sell
129,645
-5,629
-4% -$883K 4.34% 1
2022
Q2 		$18.5M Sell
135,274
-2,086
-2% -$316K 4.13% 2
2022
Q1 		$24M Sell
137,360
-7,412
-5% -$1.25M 4.53% 1
2021
Q4 		$25.7M Sell
144,772
-3,590
-2% -$567K 4.3% 1
2021
Q3 		$21M Sell
148,362
-4,091
-3% -$602K 3.88% 1
2021
Q2 		$20.9M Sell
152,453
-7,369
-5% -$955K 3.93% 1
2021
Q1 		$19.5M Sell
159,822
-8,076
-5% -$1.04M 3.91% 1
2020
Q4 		$22.3M Sell
167,898
-14,248
-8% -$1.71M 4.6% 2
2020
Q3 		$21.1M Sell
182,146
-4,014
-2% -$438K 4.54% 1
2020
Q2 		$17M Sell
186,160
-516
-0.3% -$40K 4.13% 1
2020
Q1 		$11.9M Sell
186,676
-5,852
-3% -$430K 3.59% 3
2019
Q4 		$14.1M Sell
192,528
-1,916
-1% -$123K 3.57% 2
2019
Q3 		$10.9M Sell
194,444
-2,432
-1% -$127K 2.98% 8
2019
Q2 		$9.74M Sell
196,876
-13,980
-7% -$681K 2.66% 9
2019
Q1 		$10M Buy
210,856
+3,020
+1% +$128K 2.9% 6
2018
Q4 		$8.2M Sell
207,836
-14,380
-6% -$697K 2.74% 7
2018
Q3 		$12.5M Sell
222,216
-480
-0.2% -$25K 3.31% 2
2018
Q2 		$10.3M Buy
222,696
+672
+0.3% +$30.5K 2.87% 3
2018
Q1 		$9.31M Buy
222,024
+3,440
+2% +$148K 2.62% 7
2017
Q4 		$9.25M Sell
218,584
-3,080
-1% -$129K 2.59% 6
2017
Q3 		$8.54M Sell
221,664
-3,508
-2% -$136K 2.61% 8
2017
Q2 		$8.11M Sell
225,172
-12,904
-5% -$477K 2.57% 6
2017
Q1 		$8.55M Sell
238,076
-1,720
-0.7% -$56.6K 2.7% 4
2016
Q4 		$6.94M Buy
239,796
+2,956
+1% +$83.8K 2.27% 9
2016
Q3 		$6.69M Sell
236,840
-17,224
-7% -$456K 2.22% 9
2016
Q2 		$6.07M Sell
254,064
-6,312
-2% -$157K 1.98% 12
2016
Q1 		$7.09M Sell
260,376
-27,000
-9% -$673K 2.34% 8
2015
Q4 		$7.56M Sell
287,376
-21,228
-7% -$607K 2.31% 10
2015
Q3 		$8.51M Buy
308,604
+12,240
+4% +$359K 2.6% 5
2015
Q2 		$9.29M Buy
296,364
+6,960
+2% +$223K 2.42% 7
2015
Q1 		$9M Buy
289,404
+40,180
+16% +$1.21M 2.52% 6
2014
Q4 		$6.88M Sell
249,224
-3,192
-1% -$86.8K 1.94% 19
2014
Q3 		$6.36M Buy
252,416
+80,132
+47% +$1.97M 1.91% 21
2014
Q2 		$4M Sell
172,284
-16,828
-9% -$358K 1.17% 37
2014
Q1 		$3.63M Sell
189,112
-99,400
-34% -$1.89M 1.06% 41
2013
Q4 		$5.78M Sell
288,512
-2,800
-1% -$52.9K 1.37% 31
2013
Q3 		$4.96M Sell
291,312
-9,380
-3% -$156K 1.29% 33
2013
Q2 		$4.26M Buy
+300,692
New +$4.63M 1.21% 33

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

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

Arcadia Investment Management reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $355K and leaving 100,808 shares worth $25.6M. The position accounts for 4.38% of the portfolio, ranked #3.

Arcadia Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.1M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Arcadia Investment Management held 100,808 shares of Apple worth $25.6M as of Q1 2026.
  • Arcadia Investment Management sold 1,364 Apple shares in Q1 2026, an estimated $355K.
  • Apple made up 4.38% of Arcadia Investment Management's portfolio in Q1 2026, its #3 holding.
  • Arcadia Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Arcadia Investment Management's Apple position peaked at $30.1M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.