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Baron Silver Stevens Financial Advisors’s Apple AAPL Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$10.2M Sell
40,299
-1,717
-4% -$447K 1.48% 20
2025
Q4 		$11.4M Sell
42,016
-28,674
-41% -$7.7M 1.65% 18
2025
Q3 		$18M Buy
70,690
+5,554
+9% +$1.25M 2.63% 13
2025
Q2 		$13.4M Buy
65,136
+23,155
+55% +$4.68M 2.14% 14
2025
Q1 		$9.33M Sell
41,981
-1,848
-4% -$428K 1.63% 19
2024
Q4 		$11M Buy
43,829
+1,232
+3% +$290K 1.86% 17
2024
Q3 		$9.93M Sell
42,597
-1,541
-3% -$344K 1.73% 19
2024
Q2 		$9.3M Sell
44,138
-866
-2% -$161K 1.76% 18
2024
Q1 		$7.72M Buy
45,004
+1,982
+5% +$360K 1.49% 20
2023
Q4 		$8.28M Sell
43,022
-1,778
-4% -$328K 1.74% 19
2023
Q3 		$7.67M Sell
44,800
-291
-0.6% -$53.4K 1.74% 20
2023
Q2 		$8.75M Sell
45,091
-541
-1% -$94.3K 1.92% 19
2023
Q1 		$7.52M Buy
45,632
+860
+2% +$127K 1.96% 17
2022
Q4 		$5.82M Sell
44,772
-260
-0.6% -$37.2K 1.43% 20
2022
Q3 		$336 Sell
45,032
-5,485
-11% -$861K 0.09% 61
2022
Q2 		$6.91M Buy
50,517
+5,840
+13% +$884K 1.79% 19
2022
Q1 		$7.8M Buy
44,677
+5,551
+14% +$933K 1.83% 18
2021
Q4 		$6.95M Buy
39,126
+1,137
+3% +$180K 1.64% 18
2021
Q3 		$5.38M Buy
37,989
+5,845
+18% +$861K 1.43% 19
2021
Q2 		$4.4M Buy
32,144
+5,283
+20% +$685K 1.19% 18
2021
Q1 		$3.28M Sell
26,861
-568
-2% -$72.9K 1.78% 10
2020
Q4 		$3.64M Buy
+27,429
New +$3.3M 1.25% 15

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

Baron Silver Stevens Financial Advisors's AAPL Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Apple (AAPL) stake by 4.1% in Q1 2026, selling an estimated $447K and leaving 40,299 shares worth $10.2M. The position accounts for 1.48% of the portfolio, ranked #20.

Baron Silver Stevens Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $18M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 40,299 shares of Apple worth $10.2M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 1,717 Apple shares in Q1 2026, an estimated $447K.
  • Apple made up 1.48% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Baron Silver Stevens Financial Advisors's Apple position peaked at $18M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.