Avalon Global Asset Management’s Apple AAPL Stock Holding History

Avalon Global 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
2024 Q2	–	Sell	-30,000	Closed	-$5.14M	–	39
2024 Q1	$5.14M	Buy	+30,000	New	+$5.45M	0.74%	36
2020 Q4	–	Sell	-50,000	Closed	-$5.79M	–	37
2020 Q3	$5.79M	Buy	+50,000	New	+$5.46M	1.56%	23
2018 Q1	–	Sell	-160,000	Closed	-$6.77M	–	58
2017 Q4	$6.77M	Buy	+160,000	New	+$6.69M	3.35%	10
2016 Q2	–	Sell	-200,000	Closed	-$5.45M	–	40
2016 Q1	$5.45M	Buy	+200,000	New	+$4.98M	4.12%	6
2015 Q4	–	Sell	-80,000	Closed	-$2.21M	–	37
2015 Q3	$2.21M	Buy	+80,000	New	+$2.35M	1.59%	31
2014 Q4	–	Sell	-200,000	Closed	-$5.04M	–	35
2014 Q3	$5.04M	Sell	200,000 -360,000	-64%	-$8.84M	2.95%	8
2014 Q2	$13M	Buy	560,000 +280,000	+100%	+$5.96M	7.98%	1
2014 Q1	$5.37M	Buy	+280,000	New	+$5.33M	3.57%	7

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

Avalon Global Asset Management's AAPL Position: Q1 2026 in Review

Avalon Global Asset Management held its Apple (AAPL) position steady in Q1 2026 at 79,580 shares worth $20.2M. The position accounts for 2.79% of the portfolio, ranked #14.

Avalon Global Asset Management first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $21.6M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Avalon Global Asset Management held 79,580 shares of Apple worth $20.2M as of Q1 2026.
Avalon Global Asset Management left its Apple share count unchanged in Q1 2026.
Apple made up 2.79% of Avalon Global Asset Management's portfolio in Q1 2026, its #14 holding.
Avalon Global Asset Management first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
Avalon Global Asset Management's Apple position peaked at $21.6M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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