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Berbice Capital Management’s Apple AAPL Stock Holding History

Berbice Capital 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
2026
Q1 		$5.34M Hold
21,056
– – 3.5% 7
2025
Q4 		$5.72M Hold
21,056
– – 3.44% 10
2025
Q3 		$5.36M Buy
21,056
+12
+0.1% +$2.71K 3.3% 10
2025
Q2 		$4.32M Sell
21,044
-2,204
-9% -$445K 3.02% 11
2025
Q1 		$5.16M Buy
23,248
+132
+0.6% +$30.6K 4.45% 8
2024
Q4 		$5.79M Buy
+23,116
New +$5.45M 4.64% 7

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

Berbice Capital Management's AAPL Position: Q1 2026 in Review

Berbice Capital Management held its Apple (AAPL) position steady in Q1 2026 at 21,056 shares worth $5.34M. The position accounts for 3.5% of the portfolio, ranked #7.

Berbice Capital Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.79M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Berbice Capital Management held 21,056 shares of Apple worth $5.34M as of Q1 2026.
  • Berbice Capital Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 3.5% of Berbice Capital Management's portfolio in Q1 2026, its #7 holding.
  • Berbice Capital Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Berbice Capital Management's Apple position peaked at $5.79M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.