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Aufman Associates’s Apple AAPL Stock Holding History

Aufman Associates’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 		$1.97M Sell
7,749
-21
-0.3% -$5.46K 0.96% 13
2025
Q4 		$2.11M Sell
7,770
-654
-8% -$176K 1.08% 12
2025
Q3 		$2.14M Sell
8,424
-1,381
-14% -$312K 1.21% 11
2025
Q2 		$2.01M Buy
9,805
+2,502
+34% +$505K 1.24% 11
2025
Q1 		$1.62M Buy
7,303
+95
+1% +$22K 1.12% 12
2024
Q4 		$1.8M Sell
7,208
-142
-2% -$33.5K 1.22% 10
2024
Q3 		$1.71M Sell
7,350
-218
-3% -$48.7K 1.1% 11
2024
Q2 		$1.59M Buy
7,568
+99
+1% +$18.5K 1.13% 13
2024
Q1 		$1.28M Sell
7,469
-109
-1% -$19.8K 0.9% 13
2023
Q4 		$1.46M Sell
7,578
-70
-0.9% -$12.9K 1.1% 12
2023
Q3 		$1.31M Sell
7,648
-153
-2% -$28.1K 1.1% 12
2023
Q2 		$1.51M Sell
7,801
-42
-0.5% -$7.32K 1.25% 11
2023
Q1 		$1.29M Sell
7,843
-9
-0.1% -$1.33K 1.1% 11
2022
Q4 		$1.02M Buy
7,852
+177
+2% +$25.3K 0.94% 11
2022
Q3 		$1.06M Buy
7,675
+1
+0% +$157 1.12% 11
2022
Q2 		$1.05M Buy
7,674
+66
+0.9% +$9.99K 1% 11
2022
Q1 		$1.33M Sell
7,608
-252
-3% -$42.4K 1.05% 11
2021
Q4 		$1.4M Sell
7,860
-14
-0.2% -$2.21K 1.03% 11
2021
Q3 		$1.11M Sell
7,874
-618
-7% -$91K 0.92% 12
2021
Q2 		$1.16M Buy
8,492
+4
+0% +$518 0.9% 13
2021
Q1 		$1.04M Buy
8,488
+300
+4% +$38.5K 0.86% 14
2020
Q4 		$1.09M Sell
8,188
-529
-6% -$63.6K 0.97% 12
2020
Q3 		$1.01M Sell
8,717
-1,423
-14% -$155K 1.09% 12
2020
Q2 		$925K Sell
10,140
-136
-1% -$10.5K 1.05% 14
2020
Q1 		$653K Sell
10,276
-1,132
-10% -$83.2K 0.9% 13
2019
Q4 		$837K Buy
+11,408
New +$734K 0.86% 12

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

Aufman Associates's AAPL Position: Q1 2026 in Review

Aufman Associates reduced its Apple (AAPL) stake by 0.27% in Q1 2026, selling an estimated $5.46K and leaving 7,749 shares worth $1.97M. The position accounts for 0.96% of the portfolio, ranked #13.

Aufman Associates first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Aufman Associates held 7,749 shares of Apple worth $1.97M as of Q1 2026.
  • Aufman Associates sold 21 Apple shares in Q1 2026, an estimated $5.46K.
  • Apple made up 0.96% of Aufman Associates's portfolio in Q1 2026, its #13 holding.
  • Aufman Associates first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's Apple position peaked at $2.14M in Q3 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.