Banco BTG Pactual’s Apple AAPL Stock Holding History

Banco BTG Pactual’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	$564K	Buy	+2,224	New	+$579K	0.05%	141
2024 Q4	–	Sell	-13,749	Closed	-$3.2M	–	169
2024 Q3	$3.2M	Sell	13,749 -47,656	-78%	-$10.6M	0.82%	33
2024 Q2	$13.7M	Buy	61,405 +13,137	+27%	+$2.45M	2.14%	11
2024 Q1	$8.28M	Buy	+48,268	New	+$8.78M	1.4%	18
2023 Q2	–	Sell	-1,851	Closed	-$306K	–	114
2023 Q1	$306K	Sell	1,851 -111	-6%	-$16.4K	0.11%	85
2022 Q4	$255K	Sell	1,962 -14,167	-88%	-$2.02M	0.15%	111
2022 Q3	$2.23M	Buy	+16,129	New	+$2.53M	1.24%	19
2021 Q2	–	Sell	-13,789	Closed	-$1.68M	–	95
2021 Q1	$1.68M	Buy	13,789 +13,048	+1,761%	+$1.67M	0.57%	28
2020 Q4	$98K	Buy	+741	New	+$89.1K	0.04%	60
2019 Q1	–	Sell	-80,000	Closed	-$3.13M	–	59
2018 Q4	$3.13M	Buy	+80,000	New	+$3.88M	2.32%	12
2018 Q3	–	Sell	-5,044	Closed	-$233K	–	46
2018 Q2	$233K	Hold	5,044	–	–	0.14%	43
2018 Q1	$212K	Sell	5,044 -10,012	-66%	-$431K	0.06%	52
2017 Q4	$637K	Sell	15,056 -10,012	-40%	-$418K	0.36%	24
2017 Q3	$966K	Buy	+25,068	New	+$972K	0.4%	25
2017 Q2	–	Sell	-22,800	Closed	-$819K	–	62
2017 Q1	$819K	Sell	22,800 -21,200	-48%	-$698K	0.27%	55
2016 Q4	$1.27M	Buy	+44,000	New	+$1.25M	0.67%	19
2016 Q3	–	Sell	-16,000	Closed	-$382K	–	45
2016 Q2	$382K	Hold	16,000	–	–	0.41%	35
2016 Q1	$436K	Buy	+16,000	New	+$399K	0.38%	43

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

Banco BTG Pactual's AAPL Position: Q1 2026 in Review

Banco BTG Pactual opened a new position in Apple (AAPL) in Q1 2026: 2,224 shares worth $564K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings. This is a return to the name: Banco BTG Pactual previously reported a position in AAPL as recently as Q3 2024.

Banco BTG Pactual first reported a position in AAPL in Q1 2016 and has held it in 18 quarters since. The position peaked at $13.7M in Q2 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Banco BTG Pactual held 2,224 shares of Apple worth $564K as of Q1 2026.
Apple was a new Banco BTG Pactual position in Q1 2026.
Apple made up 0.05% of Banco BTG Pactual's portfolio in Q1 2026, its #141 holding.
Banco BTG Pactual first reported a position in Apple in Q1 2016 and has held it in 18 quarters since.
Banco BTG Pactual's Apple position peaked at $13.7M in Q2 2024.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.