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Brinker Capital Investments’s Apple AAPL Stock Holding History

Brinker Capital 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 		$227M Sell
893,554
-138,388
-13% -$36M 1.93% 5
2025
Q4 		$281M Buy
1,031,942
+45,863
+5% +$12.3M 2.06% 4
2025
Q3 		$251M Buy
986,079
+29,075
+3% +$6.57M 1.95% 4
2025
Q2 		$196M Sell
957,004
-2,236
-0.2% -$452K 1.68% 5
2025
Q1 		$213M Buy
959,240
+905,335
+1,680% +$210M 2.09% 4
2024
Q4 		$8.77M Sell
53,905
-830,587
-94% -$196M 0.09% 215
2024
Q3 		$206M Buy
884,492
+57,684
+7% +$12.9M 2.05% 3
2024
Q2 		$174M Buy
826,808
+80,816
+11% +$15.1M 1.84% 5
2024
Q1 		$128M Sell
745,992
-37,267
-5% -$6.78M 1.37% 6
2023
Q4 		$145M Sell
783,259
-16,200
-2% -$2.99M 1.69% 5
2023
Q3 		$137M Buy
799,459
+275,156
+52% +$50.5M 1.65% 4
2023
Q2 		$164M Sell
524,303
-244,148
-32% -$42.5M 1.75% 4
2023
Q1 		$127M Buy
768,451
+213,050
+38% +$31.4M 1.56% 5
2022
Q4 		$72.2M Sell
555,401
-39,152
-7% -$5.6M 1.44% 5
2022
Q3 		$82.2M Sell
594,553
-18,940
-3% -$2.97M 1.7% 3
2022
Q2 		$83.9M Sell
613,493
-63,855
-9% -$9.67M 1.59% 3
2022
Q1 		$118M Sell
677,348
-30,184
-4% -$5.08M 1.82% 3
2021
Q4 		$126M Buy
707,532
+225,586
+47% +$35.7M 1.83% 3
2021
Q3 		$66.3M Sell
481,946
-1,962
-0.4% -$289K 1.05% 9
2021
Q2 		$66.3M Buy
483,908
+84,247
+21% +$10.9M 0.88% 15
2021
Q1 		$48.8M Sell
399,661
-93,274
-19% -$12M 0.73% 19
2020
Q4 		$65.4M Buy
492,935
+67,841
+16% +$8.16M 1.01% 10
2020
Q3 		$49.2M Buy
425,094
+329,662
+345% +$36M 0.84% 18
2020
Q2 		$8.7M Sell
95,432
-7,600
-7% -$589K 0.36% 68
2020
Q1 		$6.55M Sell
103,032
-31,820
-24% -$2.34M 0.3% 81
2019
Q4 		$9.9M Sell
134,852
-4,244
-3% -$273K 0.33% 74
2019
Q3 		$7.79M Sell
139,096
-23,172
-14% -$1.21M 0.27% 89
2019
Q2 		$8.03M Buy
162,268
+49,652
+44% +$2.42M 0.25% 96
2019
Q1 		$5.35M Buy
112,616
+6,220
+6% +$264K 0.17% 124
2018
Q4 		$4.2M Buy
106,396
+24,032
+29% +$1.17M 0.15% 141
2018
Q3 		$4.65M Buy
82,364
+13,232
+19% +$689K 0.14% 120
2018
Q2 		$3.2M Buy
69,132
+3,612
+6% +$164K 0.1% 161
2018
Q1 		$2.75M Buy
65,520
+3,624
+6% +$156K 0.09% 161
2017
Q4 		$2.62M Buy
61,896
+268
+0.4% +$11.2K 0.09% 161
2017
Q3 		$2.38M Buy
61,628
+2,932
+5% +$114K 0.08% 152
2017
Q2 		$2.11M Buy
58,696
+3,728
+7% +$138K 0.08% 158
2017
Q1 		$1.97M Buy
54,968
+944
+2% +$31.1K 0.08% 157
2016
Q4 		$1.56M Buy
54,024
+1,804
+3% +$51.1K 0.07% 158
2016
Q3 		$1.48M Buy
52,220
+840
+2% +$22.2K 0.06% 161
2016
Q2 		$1.23M Sell
51,380
-376
-0.7% -$9.34K 0.05% 169
2016
Q1 		$1.41M Buy
51,756
+19,028
+58% +$474K 0.06% 156
2015
Q4 		$861K Sell
32,728
-6,768
-17% -$193K 0.04% 198
2015
Q3 		$1.09M Buy
39,496
+2,188
+6% +$64.2K 0.05% 180
2015
Q2 		$1.17M Sell
37,308
-652
-2% -$20.9K 0.05% 177
2015
Q1 		$1.18M Sell
37,960
-9,184
-19% -$277K 0.04% 174
2014
Q4 		$1.3M Buy
47,144
+7,492
+19% +$204K 0.05% 173
2014
Q3 		$999K Buy
39,652
+14,704
+59% +$361K 0.04% 176
2014
Q2 		$580K Sell
24,948
-336
-1% -$7.15K 0.02% 204
2014
Q1 		$485K Sell
25,284
-140
-0.6% -$2.66K 0.02% 215
2013
Q4 		$510K Buy
25,424
+3,248
+15% +$61.4K 0.02% 212
2013
Q3 		$378K Buy
22,176
+4,620
+26% +$76.6K 0.02% 221
2013
Q2 		$249K Buy
+17,556
New +$270K 0.01% 247

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

Brinker Capital Investments's AAPL Position: Q1 2026 in Review

Brinker Capital Investments reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $36M and leaving 893,554 shares worth $227M. The position accounts for 1.93% of the portfolio, ranked #5.

Brinker Capital Investments first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $281M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Brinker Capital Investments held 893,554 shares of Apple worth $227M as of Q1 2026.
  • Brinker Capital Investments sold 138,388 Apple shares in Q1 2026, an estimated $36M.
  • Apple made up 1.93% of Brinker Capital Investments's portfolio in Q1 2026, its #5 holding.
  • Brinker Capital Investments first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Brinker Capital Investments's Apple position peaked at $281M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.