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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
2025
Q3 		– Sell
-40,000
Closed -$8.21M – 44
2025
Q2 		$8.21M Buy
+40,000
New +$8.08M 0.97% 30
2021
Q4 		– Sell
-25,000
Closed -$3.54M – 29
2021
Q3 		$3.54M Buy
+25,000
New +$3.68M 0.57% 51
2016
Q4 		– Sell
-240,000
Closed -$6.78M – 32
2016
Q3 		$6.78M Buy
+240,000
New +$6.35M 4.06% 6

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

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. 6,071 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.
  • 6,071 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.