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Battery Global Advisors’s Apple AAPL Stock Holding History

Battery Global 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 		$1.69M Sell
6,653
-595
-8% -$155K 0.91% 12
2025
Q4 		$1.97M Buy
7,248
+600
+9% +$161K 0.91% 14
2025
Q3 		$1.69M Buy
6,648
+4
+0.1% +$904 0.8% 14
2025
Q2 		$1.36M Buy
6,644
+3
+0% +$606 0.67% 15
2025
Q1 		$1.48M Buy
6,641
+3
+0% +$695 0.82% 14
2024
Q4 		$1.66M Buy
6,638
+3
+0% +$707 0.89% 13
2024
Q3 		$1.55M Buy
+6,635
New +$1.48M 0.84% 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

Battery Global Advisors's AAPL Position: Q1 2026 in Review

Battery Global Advisors reduced its Apple (AAPL) stake by 8.2% in Q1 2026, selling an estimated $155K and leaving 6,653 shares worth $1.69M. The position accounts for 0.91% of the portfolio, ranked #12.

Battery Global Advisors first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Battery Global Advisors held 6,653 shares of Apple worth $1.69M as of Q1 2026.
  • Battery Global Advisors sold 595 Apple shares in Q1 2026, an estimated $155K.
  • Apple made up 0.91% of Battery Global Advisors's portfolio in Q1 2026, its #12 holding.
  • Battery Global Advisors first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Apple position peaked at $1.97M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.