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Benchmark Investment Advisors’s Apple AAPL Stock Holding History

Benchmark Investment 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 		$2.74M Buy
+10,782
New +$2.81M 1.59% 27
2025
Q3 		$2.71M Buy
+10,652
New +$2.41M 1.58% 22
2025
Q1 		$3.73M Sell
16,791
-3,623
-18% -$839K 2.42% 11
2024
Q4 		$5.11M Sell
20,414
-639
-3% -$151K 3.33% 5
2024
Q3 		$4.91M Sell
21,053
-269
-1% -$60.1K 3.5% 3
2024
Q2 		$4.49M Sell
21,322
-16,792
-44% -$3.13M 3.25% 4
2024
Q1 		$6.54M Sell
38,114
-1,086
-3% -$197K 5.16% 2
2023
Q4 		$7.55M Sell
39,200
-60
-0.2% -$11.1K 6.99% 2
2023
Q3 		$6.72M Sell
39,260
-451
-1% -$82.7K 6.79% 2
2023
Q2 		$7.7M Buy
39,711
+1,843
+5% +$321K 7.1% 2
2023
Q1 		$6.24M Sell
37,868
-13,214
-26% -$1.95M 6.41% 2
2022
Q4 		$6.64M Sell
51,082
-867
-2% -$124K 7.01% 1
2022
Q3 		$7.18M Sell
51,949
-773
-1% -$121K 7.73% 1
2022
Q2 		$7.21M Sell
52,722
-3,477
-6% -$527K 7.52% 1
2022
Q1 		$9.81M Sell
56,199
-1,214
-2% -$204K 7.38% 1
2021
Q4 		$10.2M Buy
+57,413
New +$9.07M 8.4% 1

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

Benchmark Investment Advisors's AAPL Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Apple (AAPL) in Q1 2026: 10,782 shares worth $2.74M. The stake represents 1.59% of the portfolio and ranks #27 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in AAPL as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Benchmark Investment Advisors held 10,782 shares of Apple worth $2.74M as of Q1 2026.
  • Apple was a new Benchmark Investment Advisors position in Q1 2026.
  • Apple made up 1.59% of Benchmark Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Benchmark Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Apple position peaked at $10.2M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.