Biltmore Family Office’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 | $175M | Sell |
687,932
-1,580
| -0.2% | -$411K | 24.4% | 1 |
|
|
2025
Q4 | $187M | Sell |
689,512
-58,180
| -8% | -$15.6M | 25.88% | 1 |
|
|
2025
Q3 | $190M | Sell |
747,692
-8,915
| -1% | -$2.01M | 27.09% | 1 |
|
|
2025
Q2 | $155M | Sell |
756,607
-6,956
| -0.9% | -$1.4M | 26.22% | 1 |
|
|
2025
Q1 | $170M | Buy |
763,563
+3,488
| +0.5% | +$808K | 28.91% | 1 |
|
|
2024
Q4 | $190M | Sell |
760,075
-29,131
| -4% | -$6.87M | 31.96% | 1 |
|
|
2024
Q3 | $184M | Sell |
789,206
-30,937
| -4% | -$6.91M | 31.45% | 1 |
|
|
2024
Q2 | $173M | Sell |
820,143
-16,489
| -2% | -$3.07M | 31.8% | 1 |
|
|
2024
Q1 | $143M | Buy |
836,632
+19,576
| +2% | +$3.56M | 28.27% | 1 |
|
|
2023
Q4 | $157M | Sell |
817,056
-23,978
| -3% | -$4.43M | 32.4% | 1 |
|
|
2023
Q3 | $144M | Sell |
841,034
-28,535
| -3% | -$5.23M | 32.66% | 1 |
|
|
2023
Q2 | $169M | Sell |
869,569
-38,964
| -4% | -$6.79M | 35.68% | 1 |
|
|
2023
Q1 | $150M | Sell |
908,533
-5,679
| -0.6% | -$838K | 31.58% | 1 |
|
|
2022
Q4 | $119M | Sell |
914,212
-4,016
| -0.4% | -$574K | 24.47% | 1 |
|
|
2022
Q3 | $127M | Buy |
918,228
+2,217
| +0.2% | +$348K | 29.07% | 1 |
|
|
2022
Q2 | $125M | Sell |
916,011
-30,636
| -3% | -$4.64M | 31.28% | 1 |
|
|
2022
Q1 | $165M | Sell |
946,647
-6,563
| -0.7% | -$1.1M | 35.38% | 1 |
|
|
2021
Q4 | $169M | Sell |
953,210
-6,381
| -0.7% | -$1.01M | 32.2% | 1 |
|
|
2021
Q3 | $136M | Buy |
959,591
+14,798
| +2% | +$2.18M | 32.8% | 1 |
|
|
2021
Q2 | $129M | Sell |
944,793
-7,815
| -0.8% | -$1.01M | 36.72% | 1 |
|
|
2021
Q1 | $116M | Sell |
952,608
-13,391
| -1% | -$1.72M | 36.25% | 1 |
|
|
2020
Q4 | $128M | Buy |
965,999
+828,958
| +605% | +$99.7M | 38.49% | 1 |
|
|
2020
Q3 | $15.9M | Buy |
137,041
+31,121
| +29% | +$3.4M | 8.87% | 1 |
|
|
2020
Q2 | $9.66M | Buy |
105,920
+25,292
| +31% | +$1.96M | 5.82% | 2 |
|
|
2020
Q1 | $5.13M | Sell |
80,628
-4,280
| -5% | -$315K | 3.37% | 4 |
|
|
2019
Q4 | $6.23M | Buy |
84,908
+2,400
| +3% | +$154K | 2.51% | 7 |
|
|
2019
Q3 | $4.62M | Buy |
82,508
+8,204
| +11% | +$429K | 2% | 9 |
|
|
2019
Q2 | $3.68M | Sell |
74,304
-3,264
| -4% | -$159K | 1.99% | 14 |
|
|
2019
Q1 | $3.68M | Buy |
77,568
+2,532
| +3% | +$107K | 1.87% | 15 |
|
|
2018
Q4 | $2.96M | Buy |
75,036
+7,492
| +11% | +$363K | 1.67% | 17 |
|
|
2018
Q3 | $3.81M | Sell |
67,544
-468
| -0.7% | -$24.4K | 1.82% | 15 |
|
|
2018
Q2 | $3.15M | Sell |
68,012
-9,608
| -12% | -$436K | 1.57% | 18 |
|
|
2018
Q1 | $3.26M | Buy |
77,620
+8,944
| +13% | +$385K | 1.45% | 20 |
|
|
2017
Q4 | $2.91M | Buy |
+68,676
| New | +$2.87M | 1.31% | 25 |
|
Other funds holding AAPL
VCM
VPM
Biltmore Family Office's AAPL Position: Q1 2026 in Review
Biltmore Family Office reduced its Apple (AAPL) stake by 0.23% in Q1 2026, selling an estimated $411K and leaving 687,932 shares worth $175M. The position accounts for 24.4% of the portfolio, ranked #1.
Biltmore Family Office first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $190M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Biltmore Family Office held 687,932 shares of Apple worth $175M as of Q1 2026.
- Biltmore Family Office sold 1,580 Apple shares in Q1 2026, an estimated $411K.
- Apple made up 24.4% of Biltmore Family Office's portfolio in Q1 2026, its #1 holding.
- Biltmore Family Office first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's Apple position peaked at $190M in Q3 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.