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Berkeley Capital Partners’s Apple AAPL Stock Holding History

Berkeley Capital Partners’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 		$4.05M Buy
15,948
+1,098
+7% +$286K 0.94% 16
2025
Q4 		$4.04M Buy
14,850
+142
+1% +$38.1K 0.95% 16
2025
Q3 		$3.75M Sell
14,708
-88
-0.6% -$19.9K 0.89% 18
2025
Q2 		$3.04M Sell
14,796
-2,699
-15% -$545K 0.77% 21
2025
Q1 		$3.89M Buy
17,495
+9
+0.1% +$2.08K 1.07% 15
2024
Q4 		$4.38M Sell
17,486
-131
-0.7% -$30.9K 1.22% 16
2024
Q3 		$4.1M Buy
17,617
+1,392
+9% +$311K 1.17% 14
2024
Q2 		$3.42M Buy
16,225
+1,440
+10% +$269K 1.03% 16
2024
Q1 		$2.54M Sell
14,785
-137
-0.9% -$24.9K 0.77% 19
2023
Q4 		$2.87M Sell
14,922
-122
-0.8% -$22.5K 0.95% 14
2023
Q3 		$2.58M Sell
15,044
-145
-1% -$26.6K 0.93% 17
2023
Q2 		$2.95M Buy
15,189
+123
+0.8% +$21.4K 1.04% 15
2023
Q1 		$2.48M Sell
15,066
-252
-2% -$37.2K 0.92% 16
2022
Q4 		$1.99M Buy
15,318
+1,541
+11% +$220K 0.77% 23
2022
Q3 		$1.9M Sell
13,777
-48
-0.3% -$7.53K 0.82% 16
2022
Q2 		$1.89M Sell
13,825
-48
-0.3% -$7.27K 0.78% 18
2022
Q1 		$2.42M Sell
13,873
-33
-0.2% -$5.55K 0.97% 15
2021
Q4 		$2.47M Buy
13,906
+771
+6% +$122K 1.01% 16
2021
Q3 		$1.86M Sell
13,135
-69
-0.5% -$10.2K 0.86% 18
2021
Q2 		$1.81M Sell
13,204
-109
-0.8% -$14.1K 0.81% 18
2021
Q1 		$1.63M Buy
13,313
+1,772
+15% +$227K 0.78% 20
2020
Q4 		$1.53M Sell
11,541
-4,294
-27% -$516K 0.79% 19
2020
Q3 		$1.83M Sell
15,835
-497
-3% -$54.2K 1.12% 13
2020
Q2 		$1.49M Sell
16,332
-9,216
-36% -$714K 0.92% 15
2020
Q1 		$1.62M Sell
25,548
-1,028
-4% -$75.6K 1.1% 14
2019
Q4 		$1.95M Sell
26,576
-11,292
-30% -$726K 1% 15
2019
Q3 		$2.12M Sell
37,868
-812
-2% -$42.5K 1.12% 14
2019
Q2 		$1.91M Sell
38,680
-1,124
-3% -$54.8K 0.89% 15
2019
Q1 		$1.89M Sell
39,804
-2,516
-6% -$107K 0.93% 14
2018
Q4 		$1.67M Buy
42,320
+24,764
+141% +$1.2M 0.93% 17
2018
Q3 		$991K Buy
17,556
+2,084
+13% +$109K 0.56% 41
2018
Q2 		$715K Buy
15,472
+636
+4% +$28.8K 0.42% 57
2018
Q1 		$622K Buy
14,836
+272
+2% +$11.7K 0.36% 65
2017
Q4 		$616K Sell
14,564
-1,128
-7% -$47.1K 0.41% 67
2017
Q3 		$605K Sell
15,692
-1,784
-10% -$69.2K 0.4% 72
2017
Q2 		$629K Buy
17,476
+104
+0.6% +$3.85K 0.43% 57
2017
Q1 		$624K Sell
17,372
-16,084
-48% -$530K 0.42% 63
2016
Q4 		$969K Sell
33,456
-3,040
-8% -$86.2K 0.7% 33
2016
Q3 		$1.03M Sell
36,496
-216
-0.6% -$5.72K 0.74% 27
2016
Q2 		$877K Sell
36,712
-3,836
-9% -$95.3K 0.62% 34
2016
Q1 		$1.1M Sell
40,548
-18,424
-31% -$459K 0.8% 28
2015
Q4 		$1.55M Buy
+58,972
New +$1.69M 1.26% 19

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

Berkeley Capital Partners's AAPL Position: Q1 2026 in Review

Berkeley Capital Partners increased its Apple (AAPL) stake by 7.4% in Q1 2026, buying an estimated $286K and bringing the position to 15,948 shares worth $4.05M. The position accounts for 0.94% of the portfolio, ranked #16.

Berkeley Capital Partners first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.38M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Berkeley Capital Partners held 15,948 shares of Apple worth $4.05M as of Q1 2026.
  • Berkeley Capital Partners bought 1,098 Apple shares in Q1 2026, an estimated $286K.
  • Apple made up 0.94% of Berkeley Capital Partners's portfolio in Q1 2026, its #16 holding.
  • Berkeley Capital Partners first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
  • Berkeley Capital Partners's Apple position peaked at $4.38M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.