Auxier Asset Management’s Apple AAPL Stock Holding History

Auxier Asset 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	$6.88M	Sell	27,096 -1,713	-6%	-$446K	0.99%	32
2025 Q4	$7.83M	Sell	28,809 -147	-0.5%	-$39.5K	1.1%	31
2025 Q3	$7.37M	Buy	28,956 +237	+0.8%	+$53.5K	1.03%	30
2025 Q2	$5.89M	Sell	28,719 -803	-3%	-$162K	0.87%	37
2025 Q1	$6.56M	Buy	29,522 +2,570	+10%	+$595K	0.98%	35
2024 Q4	$6.75M	Sell	26,952 -493	-2%	-$116K	1.05%	32
2024 Q3	$6.39M	Sell	27,445 -1,495	-5%	-$334K	0.95%	36
2024 Q2	$6.1M	Sell	28,940 -46	-0.2%	-$8.58K	0.97%	35
2024 Q1	$4.97M	Sell	28,986 -27	-0.1%	-$4.91K	0.76%	39
2023 Q4	$5.59M	Sell	29,013 -470	-2%	-$86.8K	0.9%	36
2023 Q3	$5.05M	Sell	29,483 -1,063	-3%	-$195K	0.86%	39
2023 Q2	$5.93M	Sell	30,546 -48	-0.2%	-$8.36K	0.98%	34
2023 Q1	$5.04M	Sell	30,594 -252	-0.8%	-$37.2K	0.87%	39
2022 Q4	$4.01M	Sell	30,846 -717	-2%	-$102K	0.69%	43
2022 Q3	$4.36M	Sell	31,563 -4,102	-12%	-$644K	0.84%	37
2022 Q2	$4.88M	Sell	35,665 -991	-3%	-$150K	0.87%	35
2022 Q1	$6.4M	Sell	36,656 -1,009	-3%	-$170K	1.02%	28
2021 Q4	$6.69M	Sell	37,665 -490	-1%	-$77.4K	1.04%	26
2021 Q3	$5.4M	Buy	38,155 +155	+0.4%	+$22.8K	0.91%	32
2021 Q2	$5.2M	Sell	38,000 -50	-0.1%	-$6.48K	0.86%	38
2021 Q1	$4.65M	Sell	38,050 -645	-2%	-$82.8K	0.8%	40
2020 Q4	$5.13M	Sell	38,695 -10	-0%	-$1.2K	0.95%	33
2020 Q3	$4.48M	Sell	38,705 -15	-0%	-$1.64K	0.94%	32
2020 Q2	$3.53M	Hold	38,720	–	–	0.78%	41
2020 Q1	$2.46M	Buy	38,720 +720	+2%	+$53K	0.61%	46
2019 Q4	$2.79M	Sell	38,000 -100	-0.3%	-$6.43K	0.52%	60
2019 Q3	$2.13M	Buy	38,100 +600	+2%	+$31.4K	0.43%	71
2019 Q2	$1.85M	Buy	37,500 +3,300	+10%	+$161K	0.37%	76
2019 Q1	$1.62M	Buy	34,200 +3,500	+11%	+$148K	0.33%	76
2018 Q4	$1.21M	Sell	30,700 -200	-0.6%	-$9.7K	0.27%	82
2018 Q3	$1.74M	Hold	30,900	–	–	0.33%	80
2018 Q2	$1.43M	Sell	30,900 -120	-0.4%	-$5.44K	0.29%	84
2018 Q1	$1.3M	Hold	31,020	–	–	0.26%	89
2017 Q4	$1.31M	Hold	31,020	–	–	0.25%	87
2017 Q3	$1.2M	Hold	31,020	–	–	0.24%	88
2017 Q2	$1.12M	Sell	31,020 -400	-1%	-$14.8K	0.23%	95
2017 Q1	$1.13M	Sell	31,420 -800	-2%	-$26.3K	0.24%	94
2016 Q4	$933K	Buy	32,220 +2,000	+7%	+$56.7K	0.2%	98
2016 Q3	$854K	Buy	30,220 +200	+0.7%	+$5.29K	0.19%	96
2016 Q2	$717K	Buy	30,020 +1,200	+4%	+$29.8K	0.16%	95
2016 Q1	$785K	Buy	28,820 +540	+2%	+$13.5K	0.19%	93
2015 Q4	$744K	Buy	28,280 +2,980	+12%	+$85.2K	0.17%	99
2015 Q3	$698K	Hold	25,300	–	–	0.16%	100
2015 Q2	$793K	Hold	25,300	–	–	0.17%	99
2015 Q1	$787K	Hold	25,300	–	–	0.16%	101
2014 Q4	$698K	Buy	25,300 +800	+3%	+$21.8K	0.14%	103
2014 Q3	$617K	Hold	24,500	–	–	0.13%	108
2014 Q2	$569K	Sell	24,500 -5,600	-19%	-$119K	0.12%	110
2014 Q1	$577K	Hold	30,100	–	–	0.12%	110
2013 Q4	$603K	Hold	30,100	–	–	0.13%	111
2013 Q3	$513K	Hold	30,100	–	–	0.12%	110
2013 Q2	$426K	Buy	+30,100	New	+$463K	0.1%	114

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

Auxier Asset Management's AAPL Position: Q1 2026 in Review

Auxier Asset Management reduced its Apple (AAPL) stake by 5.9% in Q1 2026, selling an estimated $446K and leaving 27,096 shares worth $6.88M. The position accounts for 0.99% of the portfolio, ranked #32.

Auxier Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.83M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Auxier Asset Management held 27,096 shares of Apple worth $6.88M as of Q1 2026.
Auxier Asset Management sold 1,713 Apple shares in Q1 2026, an estimated $446K.
Apple made up 0.99% of Auxier Asset Management's portfolio in Q1 2026, its #32 holding.
Auxier Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Auxier Asset Management's Apple position peaked at $7.83M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.