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Berkshire Asset Management’s Apple AAPL Stock Holding History

Berkshire Asset 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 		$71.5M Buy
281,756
+8,252
+3% +$2.15M 3.07% 4
2025
Q4 		$74.4M Sell
273,504
-6,527
-2% -$1.75M 3.26% 4
2025
Q3 		$71.3M Buy
280,031
+2,030
+0.7% +$459K 3.03% 4
2025
Q2 		$57M Buy
278,001
+1,063
+0.4% +$215K 2.59% 5
2025
Q1 		$54.7M Buy
276,938
+3,890
+1% +$901K 2.62% 5
2024
Q4 		$60.8M Sell
273,048
-14,466
-5% -$3.41M 2.88% 5
2024
Q3 		$60.6M Hold
287,514
– – 3.08% 7
2024
Q2 		$60.6M Buy
287,514
+16,457
+6% +$3.07M 3.02% 7
2024
Q1 		$46.5M Sell
271,057
-5,963
-2% -$1.08M 2.46% 9
2023
Q4 		$53.3M Sell
277,020
-2,290
-0.8% -$423K 3.04% 6
2023
Q3 		$47.8M Buy
279,310
+153
+0.1% +$28.1K 2.98% 6
2023
Q2 		$54.1M Buy
279,157
+5,309
+2% +$925K 3.21% 5
2023
Q1 		$45.2M Buy
273,848
+2,526
+0.9% +$373K 2.79% 6
2022
Q4 		$35.3M Buy
271,322
+3,488
+1% +$498K 2.26% 16
2022
Q3 		$37M Sell
267,834
-2,141
-0.8% -$336K 2.62% 11
2022
Q2 		$36.9M Buy
269,975
+9,878
+4% +$1.5M 2.41% 12
2022
Q1 		$45.4M Buy
260,097
+8,520
+3% +$1.43M 2.87% 8
2021
Q4 		$44.7M Buy
251,577
+9,506
+4% +$1.5M 2.72% 8
2021
Q3 		$34.3M Buy
242,071
+5,912
+3% +$870K 2.29% 10
2021
Q2 		$32.3M Buy
236,159
+29,830
+14% +$3.87M 2.19% 12
2021
Q1 		$25.2M Sell
206,329
-27,053
-12% -$3.47M 1.87% 17
2020
Q4 		$31M Buy
233,382
+10,232
+5% +$1.23M 2.38% 10
2020
Q3 		$25.8M Sell
223,150
-24,434
-10% -$2.67M 2.49% 13
2020
Q2 		$22.6M Buy
247,584
+7,560
+3% +$586K 2.08% 17
2020
Q1 		$15.3M Buy
240,024
+147,336
+159% +$10.8M 1.59% 28
2019
Q4 		$6.8M Sell
92,688
-892
-1% -$57.4K 0.58% 47
2019
Q3 		$5.24M Sell
93,580
-12,492
-12% -$653K 0.45% 48
2019
Q2 		$5.25M Sell
106,072
-5,852
-5% -$285K 0.43% 50
2019
Q1 		$5.32M Buy
111,924
+4,524
+4% +$192K 0.45% 51
2018
Q4 		$4.24M Buy
107,400
+1,820
+2% +$88.2K 0.4% 55
2018
Q3 		$5.96M Sell
105,580
-6,964
-6% -$363K 0.5% 51
2018
Q2 		$5.21M Buy
112,544
+864
+0.8% +$39.2K 0.49% 54
2018
Q1 		$4.68M Buy
111,680
+11,440
+11% +$492K 0.45% 53
2017
Q4 		$4.24M Buy
100,240
+28,344
+39% +$1.18M 0.41% 53
2017
Q3 		$2.77M Sell
71,896
-1,720
-2% -$66.7K 0.31% 64
2017
Q2 		$2.65M Buy
73,616
+4,628
+7% +$171K 0.3% 66
2017
Q1 		$2.48M Sell
68,988
-1,784
-3% -$58.7K 0.29% 67
2016
Q4 		$2.05M Sell
70,772
-872
-1% -$24.7K 0.26% 68
2016
Q3 		$2.02M Sell
71,644
-48
-0.1% -$1.27K 0.29% 70
2016
Q2 		$1.71M Buy
71,692
+14,476
+25% +$360K 0.26% 71
2016
Q1 		$1.56M Buy
57,216
+616
+1% +$15.3K 0.24% 71
2015
Q4 		$1.49M Buy
56,600
+20
+0% +$572 0.25% 73
2015
Q3 		$1.56M Buy
56,580
+2,148
+4% +$63K 0.28% 73
2015
Q2 		$1.71M Buy
54,432
+176
+0.3% +$5.63K 0.29% 70
2015
Q1 		$1.69M Sell
54,256
-10,344
-16% -$312K 0.28% 69
2014
Q4 		$1.78M Sell
64,600
-668
-1% -$18.2K 0.31% 66
2014
Q3 		$1.64M Sell
65,268
-840
-1% -$20.6K 0.3% 68
2014
Q2 		$1.54M Buy
66,108
+14,000
+27% +$298K 0.29% 71
2014
Q1 		$999K Buy
52,108
+13,356
+34% +$254K 0.19% 81
2013
Q4 		$776K Buy
38,752
+6,916
+22% +$131K 0.15% 93
2013
Q3 		$542K Buy
31,836
+2,072
+7% +$34.4K 0.13% 95
2013
Q2 		$422K Buy
+29,764
New +$458K 0.12% 88

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

Berkshire Asset Management's AAPL Position: Q1 2026 in Review

Berkshire Asset Management increased its Apple (AAPL) stake by 3% in Q1 2026, buying an estimated $2.15M and bringing the position to 281,756 shares worth $71.5M. The position accounts for 3.07% of the portfolio, ranked #4.

Berkshire Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.4M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Berkshire Asset Management held 281,756 shares of Apple worth $71.5M as of Q1 2026.
  • Berkshire Asset Management bought 8,252 Apple shares in Q1 2026, an estimated $2.15M.
  • Apple made up 3.07% of Berkshire Asset Management's portfolio in Q1 2026, its #4 holding.
  • Berkshire Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Berkshire Asset Management's Apple position peaked at $74.4M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.