Berkeley Inc’s Apple AAPL Stock Holding History

Berkeley Inc’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	$1.31M	Sell	5,162 -2,599	-33%	-$676K	0.44%	40
2025 Q4	$2.11M	Buy	7,761 +5,144	+197%	+$1.38M	0.67%	36
2025 Q3	$666K	Sell	2,617 -14	-0.5%	-$3.16K	0.21%	51
2025 Q2	$540K	Sell	2,631 -12	-0.5%	-$2.42K	0.19%	55
2025 Q1	$587K	Hold	2,643	–	–	0.28%	44
2024 Q4	$662K	Sell	2,643 -2,643	-50%	-$623K	0.34%	42
2024 Q3	$1.23M	Buy	5,286 +3,099	+142%	+$692K	0.36%	44
2024 Q2	$461K	Hold	2,187	–	–	0.29%	46
2024 Q1	$375K	Sell	2,187 -70	-3%	-$12.7K	0.23%	51
2023 Q4	$435K	Hold	2,257	–	–	0.27%	53
2023 Q3	$386K	Sell	2,257 -23	-1%	-$4.22K	0.26%	61
2023 Q2	$442K	Hold	2,280	–	–	0.3%	56
2023 Q1	$376K	Hold	2,280	–	–	0.27%	60
2022 Q4	$296K	Hold	2,280	–	–	0.22%	62
2022 Q3	$315K	Sell	2,280 -177	-7%	-$27.8K	0.27%	65
2022 Q2	$336K	Buy	2,457 +1	+0%	+$151	0.27%	64
2022 Q1	$429K	Hold	2,456	–	–	0.3%	63
2021 Q4	$436K	Sell	2,456 -208	-8%	-$32.9K	0.29%	63
2021 Q3	$377K	Hold	2,664	–	–	0.28%	63
2021 Q2	$365K	Hold	2,664	–	–	0.26%	63
2021 Q1	$325K	Hold	2,664	–	–	0.24%	67
2020 Q4	$353K	Buy	+2,664	New	+$320K	0.29%	59

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkeley Inc's AAPL Position: Q1 2026 in Review

Berkeley Inc reduced its Apple (AAPL) stake by 33% in Q1 2026, selling an estimated $676K and leaving 5,162 shares worth $1.31M. The position accounts for 0.44% of the portfolio, ranked #40.

Berkeley Inc first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.11M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Berkeley Inc held 5,162 shares of Apple worth $1.31M as of Q1 2026.
Berkeley Inc sold 2,599 Apple shares in Q1 2026, an estimated $676K.
Apple made up 0.44% of Berkeley Inc's portfolio in Q1 2026, its #40 holding.
Berkeley Inc first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
Berkeley Inc's Apple position peaked at $2.11M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.