AtlasMark Financial’s Apple AAPL Stock Holding History

AtlasMark Financial’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	$1.01M	Hold	3,711	–	–	0.65%	23
2025 Q4	$1.01M	Buy	3,711 +33	+0.9%	+$8.86K	0.65%	23
2025 Q3	$937K	Hold	3,678	–	–	0.63%	23
2025 Q2	$755K	Sell	3,678 -150	-4%	-$30.3K	0.57%	24
2025 Q1	$850K	Sell	3,828 -20	-0.5%	-$4.63K	0.79%	23
2024 Q4	$964K	Hold	3,848	–	–	0.89%	22
2024 Q3	$897K	Buy	+3,848	New	+$859K	0.83%	23
2023 Q2	$837K	Hold	4,316	–	–	1.03%	22
2023 Q1	$712K	Buy	+4,316	New	+$637K	0.93%	22
2022 Q3	$596K	Hold	4,316	–	–	0.89%	22
2022 Q2	$590K	Hold	4,316	–	–	0.85%	22
2022 Q1	$754K	Hold	4,316	–	–	0.96%	22
2021 Q4	$766K	Hold	4,316	–	–	0.93%	23
2021 Q3	$611K	Hold	4,316	–	–	0.82%	24
2021 Q2	$591K	Hold	4,316	–	–	0.77%	24
2021 Q1	$527K	Hold	4,316	–	–	0.74%	26
2020 Q4	$573K	Hold	4,316	–	–	0.87%	24
2020 Q3	$500K	Buy	4,316 +400	+10%	+$43.6K	0.87%	23
2020 Q2	$357K	Buy	+3,916	New	+$303K	0.7%	27

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

AtlasMark Financial's AAPL Position: Q1 2026 in Review

AtlasMark Financial held its Apple (AAPL) position steady in Q1 2026 at 3,711 shares worth $1.01M. The position accounts for 0.65% of the portfolio, ranked #23.

AtlasMark Financial first reported a position in AAPL in Q2 2020 and has held it in 19 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

AtlasMark Financial held 3,711 shares of Apple worth $1.01M as of Q1 2026.
AtlasMark Financial left its Apple share count unchanged in Q1 2026.
Apple made up 0.65% of AtlasMark Financial's portfolio in Q1 2026, its #23 holding.
AtlasMark Financial first reported a position in Apple in Q2 2020 and has held it in 19 quarters since.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.