Bramshill Investments’s Apple AAPL Stock Holding History

Bramshill Investments’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	$1.14M	Buy	4,500 +2,500	+125%	+$651K	0.1%	56
2025 Q4	$544K	Buy	+2,000	New	+$537K	0.03%	123
2024 Q1	–	Sell	-653	Closed	-$126K	–	124
2023 Q4	$126K	Buy	653 +600	+1,132%	+$111K	0.01%	131
2023 Q3	$9.42K	Hold	53	–	–	﹤0.01%	133
2023 Q2	$10K	Hold	53	–	–	﹤0.01%	147
2023 Q1	$8.74K	Hold	53	–	–	﹤0.01%	141
2022 Q4	$6.89K	Buy	+53	New	+$7.57K	﹤0.01%	139
2022 Q3	–	Sell	-15,048	Closed	-$2.06M	–	136
2022 Q2	$2.06M	Buy	15,048 +3,971	+36%	+$601K	0.25%	50
2022 Q1	$1.93M	Sell	11,077 -6,986	-39%	-$1.17M	0.27%	55
2021 Q4	$3.21M	Buy	18,063 +3,360	+23%	+$531K	0.31%	27
2021 Q3	$2.08M	Sell	14,703 -12,425	-46%	-$1.83M	0.18%	50
2021 Q2	$3.71M	Buy	27,128 +7,956	+41%	+$1.03M	0.28%	33
2021 Q1	$2.34M	Hold	19,172	–	–	0.15%	74
2020 Q4	$2.54M	Buy	19,172 +16,523	+624%	+$1.99M	0.18%	56
2020 Q3	$307K	Sell	2,649 -4,451	-63%	-$486K	0.04%	100
2020 Q2	$648K	Buy	+7,100	New	+$550K	0.1%	74
2019 Q1	–	Sell	-224	Closed	-$9K	–	107
2018 Q4	$9K	Sell	224 -144	-39%	-$6.98K	﹤0.01%	162
2018 Q3	$21K	Buy	+368	New	+$19.2K	0.01%	121

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

Bramshill Investments's AAPL Position: Q1 2026 in Review

Bramshill Investments increased its Apple (AAPL) stake by 125% in Q1 2026, buying an estimated $651K and bringing the position to 4,500 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #56.

Bramshill Investments first reported a position in AAPL in Q3 2018 and has held it in 18 quarters since. The position peaked at $3.71M in Q2 2021. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Bramshill Investments held 4,500 shares of Apple worth $1.14M as of Q1 2026.
Bramshill Investments bought 2,500 Apple shares in Q1 2026, an estimated $651K.
Apple made up 0.1% of Bramshill Investments's portfolio in Q1 2026, its #56 holding.
Bramshill Investments first reported a position in Apple in Q3 2018 and has held it in 18 quarters since.
Bramshill Investments's Apple position peaked at $3.71M in Q2 2021.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.