Berkshire Capital Holdings’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.54K Hold
10
﹤0.01% 55
2025
Q4
$2.72K Hold
10
﹤0.01% 45
2025
Q3
$2.55K Hold
10
﹤0.01% 48
2025
Q2
$2.05K Hold
10
﹤0.01% 56
2025
Q1
$2.22K Hold
10
﹤0.01% 41
2024
Q4
$2.5K Hold
10
﹤0.01% 45
2024
Q3
$2.33K Sell
10
-57,620
-100% -$12.9M ﹤0.01% 46
2024
Q2
$12.1M Buy
57,630
+57,620
+576,200% +$10.7M 4.91% 9
2024
Q1
$1.72K Hold
10
﹤0.01% 47
2023
Q4
$1.93K Hold
10
﹤0.01% 43
2023
Q3
$1.71K Hold
10
﹤0.01% 40
2023
Q2
$1.94K Hold
10
﹤0.01% 36
2023
Q1
$1.65K Hold
10
﹤0.01% 40
2022
Q4
$1.3K Hold
10
﹤0.01% 39
2022
Q3
$1K Hold
10
﹤0.01% 44
2022
Q2
$1K Hold
10
﹤0.01% 42
2022
Q1
$2K Hold
10
﹤0.01% 43
2021
Q4
$2K Hold
10
﹤0.01% 46
2021
Q3
$1K Hold
10
﹤0.01% 60
2021
Q2
$1K Hold
10
﹤0.01% 68
2021
Q1
$1K Sell
10
-535,170
-100% -$68.7M ﹤0.01% 66
2020
Q4
$71M Buy
535,180
+414,240
+343% +$49.8M 7.54% 1
2020
Q3
$14M Sell
120,940
-417,900
-78% -$45.6M 1.98% 26
2020
Q2
$49.1M Buy
538,840
+277,280
+106% +$21.5M 8.92% 2
2020
Q1
$16.6M Buy
261,560
+24,520
+10% +$1.8M 4.93% 7
2019
Q4
$15.6M Sell
237,040
-136,760
-37% -$8.8M 4.97% 9
2019
Q3
$20.9M Buy
373,800
+373,760
+934,400% +$19.5M 6.96% 2
2019
Q2
$2K Sell
40
-192,800
-100% -$9.39M ﹤0.01% 29
2019
Q1
$9.16M Buy
192,840
+192,800
+482,000% +$8.18M 3.94% 17
2018
Q4
$2K Sell
40
-216,080
-100% -$10.5M ﹤0.01% 21
2018
Q3
$12.2M Buy
216,120
+216,080
+540,200% +$11.3M 6.01% 6
2018
Q2
$2K Sell
40
-6,600
-99% -$299K ﹤0.01% 23
2018
Q1
$279K Buy
+6,640
New +$286K 0.25% 20

Other funds holding AAPL

Berkshire Capital Holdings's AAPL Position: Q1 2026 in Review

Berkshire Capital Holdings held its Apple (AAPL) position steady in Q1 2026 at 10 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #55.

Berkshire Capital Holdings first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $71M in Q4 2020. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Berkshire Capital Holdings held 10 shares of Apple worth $2.54K as of Q1 2026.
  • Berkshire Capital Holdings left its Apple share count unchanged in Q1 2026.
  • Apple made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #55 holding.
  • Berkshire Capital Holdings first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
  • Berkshire Capital Holdings's Apple position peaked at $71M in Q4 2020.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.