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AXS Investments’s Apple AAPL Stock Holding History

AXS Investments’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 		$3.46M Sell
13,633
-1,052
-7% -$274K 1.4% 13
2025
Q4 		$3.99M Sell
14,685
-307
-2% -$82.4K 1.37% 12
2025
Q3 		$3.82M Buy
14,992
+1,760
+13% +$398K 1.2% 17
2025
Q2 		$2.71M Sell
13,232
-2,332
-15% -$471K 1.11% 20
2025
Q1 		$3.46M Sell
15,564
-1,327
-8% -$307K 0.96% 22
2024
Q4 		$4.23M Buy
16,891
+160
+1% +$37.7K 1.18% 14
2024
Q3 		$3.9M Sell
16,731
-5,961
-26% -$1.33M 1.04% 15
2024
Q2 		$4.78M Buy
22,692
+2,246
+11% +$419K 1.33% 12
2024
Q1 		$3.51M Sell
20,446
-2,831
-12% -$515K 0.84% 18
2023
Q4 		$4.48M Buy
23,277
+223
+1% +$41.2K 1.07% 13
2023
Q3 		$3.95M Sell
23,054
-5,955
-21% -$1.09M 1.02% 14
2023
Q2 		$5.63M Buy
29,009
+2,548
+10% +$444K 1.5% 10
2023
Q1 		$4.36M Buy
26,461
+370
+1% +$54.6K 1.44% 12
2022
Q4 		$3.39M Sell
26,091
-1,406
-5% -$201K 1.21% 17
2022
Q3 		$3.8M Sell
27,497
-1,622
-6% -$255K 1.48% 18
2022
Q2 		$3.98M Sell
29,119
-3,271
-10% -$495K 1.41% 17
2022
Q1 		$5.66M Sell
32,390
-12,128
-27% -$2.04M 2.26% 14
2021
Q4 		$7.91M Buy
44,518
+36,887
+483% +$5.83M 1.87% 13
2021
Q3 		$1.08M Sell
7,631
-36,483
-83% -$5.37M 0.41% 32
2021
Q2 		$6.04M Sell
44,114
-10,595
-19% -$1.37M 1.84% 14
2021
Q1 		$6.68M Buy
+54,709
New +$7.02M 2.38% 7

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

AXS Investments's AAPL Position: Q1 2026 in Review

AXS Investments reduced its Apple (AAPL) stake by 7.2% in Q1 2026, selling an estimated $274K and leaving 13,633 shares worth $3.46M. The position accounts for 1.4% of the portfolio, ranked #13.

AXS Investments first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.91M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • AXS Investments held 13,633 shares of Apple worth $3.46M as of Q1 2026.
  • AXS Investments sold 1,052 Apple shares in Q1 2026, an estimated $274K.
  • Apple made up 1.4% of AXS Investments's portfolio in Q1 2026, its #13 holding.
  • AXS Investments first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Apple position peaked at $7.91M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.