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Baer Investment Advisory’s Apple AAPL Stock Holding History

Baer Investment Advisory’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 		$414K Buy
86
+8
+10% +$2.08K 0.41% 36
2025
Q4 		$508K Sell
78
-32
-29% -$8.59K 0.48% 33
2025
Q3 		$656K Buy
+110
New +$24.9K 0.56% 35
2025
Q2 		– Hold
0
– – – 35

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Baer Investment Advisory's AAPL Position: Q1 2026 in Review

Baer Investment Advisory increased its Apple (AAPL) stake by 0.42% in Q1 2026, buying an estimated $15.4K and bringing the position to 13,997 shares worth $3.55M. The position accounts for 3.55% of the portfolio, ranked #12.

Baer Investment Advisory first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.52M in Q4 2024. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Baer Investment Advisory held 13,997 shares of Apple worth $3.55M as of Q1 2026.
  • Baer Investment Advisory bought 59 Apple shares in Q1 2026, an estimated $15.4K.
  • Apple made up 3.55% of Baer Investment Advisory's portfolio in Q1 2026, its #12 holding.
  • Baer Investment Advisory first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Apple position peaked at $4.52M in Q4 2024.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.