Arrowroot Family Office’s Apple AAPL Stock Holding History

Arrowroot Family Office’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	$3.64M	Sell	14,344 -73	-0.5%	-$19K	1.2%	22
2025 Q4	$3.92M	Sell	14,417 -1,581	-10%	-$424K	1.43%	21
2025 Q3	$4.07M	Sell	15,998 -966	-6%	-$218K	1.63%	21
2025 Q2	$3.48M	Buy	+16,964	New	+$3.43M	1.56%	18
2024 Q4	$4.58M	Buy	18,305 +4,970	+37%	+$1.17M	2.38%	9
2024 Q3	$3.11M	Buy	13,335 +1,145	+9%	+$256K	1.81%	17
2024 Q2	$2.57M	Sell	12,190 -353	-3%	-$65.8K	1.64%	18
2024 Q1	$2.15M	Buy	12,543 +274	+2%	+$49.8K	1.38%	19
2023 Q4	$2.36M	Sell	12,269 -671	-5%	-$124K	1.67%	16
2023 Q3	$2.22M	Sell	12,940 -536	-4%	-$98.3K	1.75%	15
2023 Q2	$2.61M	Buy	13,476 +1,729	+15%	+$301K	1.98%	11
2023 Q1	$1.94M	Buy	+11,747	New	+$1.73M	1.65%	16

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowroot Family Office's AAPL Position: Q1 2026 in Review

Arrowroot Family Office reduced its Apple (AAPL) stake by 0.51% in Q1 2026, selling an estimated $19K and leaving 14,344 shares worth $3.64M. The position accounts for 1.2% of the portfolio, ranked #22.

Arrowroot Family Office first reported a position in AAPL in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.58M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Arrowroot Family Office held 14,344 shares of Apple worth $3.64M as of Q1 2026.
Arrowroot Family Office sold 73 Apple shares in Q1 2026, an estimated $19K.
Apple made up 1.2% of Arrowroot Family Office's portfolio in Q1 2026, its #22 holding.
Arrowroot Family Office first reported a position in Apple in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Apple position peaked at $4.58M in Q4 2024.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.