Baker Avenue Asset Management’s Apple AAPL Stock Holding History

Baker Avenue 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 Q4	–	Sell	-50,000	Closed	-$7.38K	–	626
2025 Q3	$7.38K	Buy	+50,000	New	+$11.3M	﹤0.01%	624
2024 Q1	–	Sell	-72,000	Closed	-$13.9K	–	373
2023 Q4	$13.9K	Buy	+72,000	New	+$13.3M	﹤0.01%	360
2023 Q3	–	Sell	-108,000	Closed	-$20.9K	–	1592
2023 Q2	$20.9K	Buy	+108,000	New	+$18.8M	﹤0.01%	641

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

Baker Avenue Asset Management's AAPL Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Apple (AAPL) stake by 6% in Q1 2026, buying an estimated $13.8M and bringing the position to 930,452 shares worth $236M. The position accounts for 5.34% of the portfolio, ranked #1.

Baker Avenue Asset Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $239M in Q4 2025. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Baker Avenue Asset Management held 930,452 shares of Apple worth $236M as of Q1 2026.
Baker Avenue Asset Management bought 52,994 Apple shares in Q1 2026, an estimated $13.8M.
Apple made up 5.34% of Baker Avenue Asset Management's portfolio in Q1 2026, its #1 holding.
Baker Avenue Asset Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
Baker Avenue Asset Management's Apple position peaked at $239M in Q4 2025.
6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.