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Bradley Foster & Sargent’s Apple AAPL Stock Holding History

Bradley Foster & Sargent’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 		$263M Sell
1,034,598
-53,477
-5% -$13.9M 4.08% 4
2025
Q4 		$296M Sell
1,088,075
-8,175
-0.7% -$2.19M 4.35% 4
2025
Q3 		$279M Sell
1,096,250
-5,591
-0.5% -$1.26M 4.12% 3
2025
Q2 		$226M Sell
1,101,841
-22,819
-2% -$4.61M 3.54% 3
2025
Q1 		$250M Sell
1,124,660
-19,531
-2% -$4.52M 4.27% 2
2024
Q4 		$287M Buy
1,144,191
+13,040
+1% +$3.07M 4.82% 2
2024
Q3 		$264M Sell
1,131,151
-18,342
-2% -$4.1M 4.41% 2
2024
Q2 		$242M Sell
1,149,493
-17,118
-1% -$3.19M 4.36% 2
2024
Q1 		$200M Sell
1,166,611
-36,536
-3% -$6.64M 3.61% 3
2023
Q4 		$232M Sell
1,203,147
-15,483
-1% -$2.86M 4.5% 2
2023
Q3 		$236M Hold
1,218,630
– – 4.97% 2
2023
Q2 		$236M Buy
1,218,630
+15,198
+1% +$2.65M 4.97% 2
2023
Q1 		$198M Sell
1,203,432
-19,698
-2% -$2.91M 4.73% 2
2022
Q4 		$159M Sell
1,223,130
-23,730
-2% -$3.39M 3.98% 2
2022
Q3 		$172M Sell
1,246,860
-23,050
-2% -$3.62M 4.77% 2
2022
Q2 		$174M Sell
1,269,910
-64,841
-5% -$9.82M 4.48% 2
2022
Q1 		$233M Buy
1,334,751
+16,834
+1% +$2.83M 4.98% 2
2021
Q4 		$234M Buy
1,317,917
+66,985
+5% +$10.6M 4.85% 2
2021
Q3 		$177M Sell
1,250,932
-9,527
-0.8% -$1.4M 4.16% 2
2021
Q2 		$173M Buy
1,260,459
+2,944
+0.2% +$381K 4.04% 2
2021
Q1 		$154M Sell
1,257,515
-88,581
-7% -$11.4M 3.89% 2
2020
Q4 		$179M Buy
1,346,096
+3,712
+0.3% +$446K 4.71% 1
2020
Q3 		$155M Buy
+1,342,384
New +$146M 4.56% 2
2020
Q1 		$97.7M Sell
1,537,572
-66,104
-4% -$4.86M 3.92% 2
2019
Q4 		$118M Sell
1,603,676
-18,880
-1% -$1.21M 3.63% 3
2019
Q3 		$90.9M Sell
1,622,556
-30,440
-2% -$1.59M 3.03% 3
2019
Q2 		$81.8M Sell
1,652,996
-27,624
-2% -$1.35M 2.71% 4
2019
Q1 		$79.8M Sell
1,680,620
-14,092
-0.8% -$598K 2.79% 4
2018
Q4 		$66.8M Sell
1,694,712
-136,724
-7% -$6.63M 2.7% 3
2018
Q3 		$103M Sell
1,831,436
-140,044
-7% -$7.29M 3.51% 2
2018
Q2 		$91.2M Buy
1,971,480
+2,648
+0.1% +$120K 3.27% 3
2018
Q1 		$82.6M Sell
1,968,832
-21,820
-1% -$939K 3.13% 3
2017
Q4 		$84.2M Sell
1,990,652
-17,356
-0.9% -$725K 3.06% 3
2017
Q3 		$77.4M Sell
2,008,008
-32,268
-2% -$1.25M 2.95% 3
2017
Q2 		$73.5M Sell
2,040,276
-53,488
-3% -$1.98M 2.94% 3
2017
Q1 		$75.2M Buy
2,093,764
+64,084
+3% +$2.11M 3.04% 3
2016
Q4 		$58.8M Buy
2,029,680
+8,664
+0.4% +$246K 2.49% 3
2016
Q3 		$57.1M Buy
2,021,016
+1,584
+0.1% +$41.9K 2.5% 3
2016
Q2 		$48.3M Buy
2,019,432
+71,456
+4% +$1.78M 2.16% 6
2016
Q1 		$53.1M Buy
1,947,976
+104,488
+6% +$2.6M 2.47% 3
2015
Q4 		$48.5M Buy
1,843,488
+18,568
+1% +$531K 2.22% 4
2015
Q3 		$50.3M Buy
1,824,920
+245,200
+16% +$7.19M 2.48% 4
2015
Q2 		$49.5M Buy
1,579,720
+53,180
+3% +$1.7M 2.26% 5
2015
Q1 		$47.5M Buy
1,526,540
+62,304
+4% +$1.88M 2.17% 6
2014
Q4 		$40.4M Buy
1,464,236
+84,412
+6% +$2.3M 1.9% 9
2014
Q3 		$34.8M Sell
1,379,824
-13,076
-0.9% -$321K 1.65% 12
2014
Q2 		$32.4M Sell
1,392,900
-18,272
-1% -$389K 1.58% 12
2014
Q1 		$27.1M Buy
1,411,172
+30,604
+2% +$582K 1.4% 17
2013
Q4 		$27.7M Buy
1,380,568
+4,648
+0.3% +$87.8K 1.47% 14
2013
Q3 		$23.4M Sell
1,375,920
-173,264
-11% -$2.87M 1.37% 19
2013
Q2 		$21.9M Buy
+1,549,184
New +$23.8M 1.35% 20

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

Bradley Foster & Sargent's AAPL Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Apple (AAPL) stake by 4.9% in Q1 2026, selling an estimated $13.9M and leaving 1,034,598 shares worth $263M. The position accounts for 4.08% of the portfolio, ranked #4.

Bradley Foster & Sargent first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $296M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bradley Foster & Sargent held 1,034,598 shares of Apple worth $263M as of Q1 2026.
  • Bradley Foster & Sargent sold 53,477 Apple shares in Q1 2026, an estimated $13.9M.
  • Apple made up 4.08% of Bradley Foster & Sargent's portfolio in Q1 2026, its #4 holding.
  • Bradley Foster & Sargent first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • Bradley Foster & Sargent's Apple position peaked at $296M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.