Aspiriant LLC’s Apple AAPL Stock Holding History

Aspiriant LLC’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
2021 Q3	–	Sell	-500	Closed	-$68K	–	233
2021 Q2	$68K	Buy	+500	New	+$64.8K	﹤0.01%	233

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

Aspiriant LLC's AAPL Position: Q1 2026 in Review

Aspiriant LLC reduced its Apple (AAPL) stake by 4.1% in Q1 2026, selling an estimated $3M and leaving 271,654 shares worth $68.9M. The position accounts for 1.96% of the portfolio, ranked #11.

Aspiriant LLC first reported a position in AAPL in Q3 2013 and has held it in 51 quarters since. The position peaked at $77M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Aspiriant LLC held 271,654 shares of Apple worth $68.9M as of Q1 2026.
Aspiriant LLC sold 11,546 Apple shares in Q1 2026, an estimated $3M.
Apple made up 1.96% of Aspiriant LLC's portfolio in Q1 2026, its #11 holding.
Aspiriant LLC first reported a position in Apple in Q3 2013 and has held it in 51 quarters since.
Aspiriant LLC's Apple position peaked at $77M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.