BMA
AAPL icon

Brooks Moore & Associates’s Apple AAPL Stock Holding History

Brooks Moore & Associates’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 		$4.82M Sell
18,985
-972
-5% -$253K 2.42% 12
2025
Q4 		$5.43M Sell
19,957
-345
-2% -$92.6K 2.67% 9
2025
Q3 		$5.17M Sell
20,302
-180
-0.9% -$40.7K 2.62% 9
2025
Q2 		$4.25M Buy
20,482
+58
+0.3% +$11.7K 2.29% 12
2025
Q1 		$4.54M Sell
20,424
-322
-2% -$74.6K 2.56% 10
2024
Q4 		$5.2M Sell
20,746
-560
-3% -$132K 3.07% 4
2024
Q3 		$4.96M Sell
21,306
-711
-3% -$159K 2.93% 8
2024
Q2 		$4.64M Hold
22,017
– – 2.98% 10
2024
Q1 		$3.78M Sell
22,017
-1,677
-7% -$305K 2.42% 14
2023
Q4 		$4.56M Buy
23,694
+2
+0% +$369 3.14% 8
2023
Q3 		$4.06M Sell
23,692
-1,696
-7% -$311K 3.06% 8
2023
Q2 		$4.92M Sell
25,388
-515
-2% -$89.7K 3.47% 5
2023
Q1 		$4.27M Sell
25,903
-887
-3% -$131K 3.07% 8
2022
Q4 		$3.48M Sell
26,790
-547
-2% -$78.2K 2.54% 11
2022
Q3 		$3.78M Sell
27,337
-577
-2% -$90.6K 3.06% 8
2022
Q2 		$3.82M Sell
27,914
-85
-0.3% -$12.9K 2.75% 10
2022
Q1 		$4.89M Sell
27,999
-1,226
-4% -$206K 3% 6
2021
Q4 		$5.19M Sell
29,225
-150
-0.5% -$23.7K 3.04% 4
2021
Q3 		$4.16M Sell
29,375
-158
-0.5% -$23.3K 2.72% 6
2021
Q2 		$4.04M Buy
29,533
+58
+0.2% +$7.51K 2.58% 6
2021
Q1 		$3.6M Buy
29,475
+3,365
+13% +$432K 2.44% 8
2020
Q4 		$3.46M Sell
26,110
-763
-3% -$91.8K 2.68% 7
2020
Q3 		$3.11M Sell
26,873
-7,403
-22% -$808K 2.68% 8
2020
Q2 		$3.13M Sell
34,276
-4,580
-12% -$355K 2.93% 6
2020
Q1 		$2.47M Sell
38,856
-600
-2% -$44.1K 2.63% 7
2019
Q4 		$2.9M Sell
39,456
-5,512
-12% -$355K 2.3% 9
2019
Q3 		$2.52M Sell
44,968
-1,048
-2% -$54.8K 2.13% 12
2019
Q2 		$2.28M Sell
46,016
-708
-2% -$34.5K 1.96% 15
2019
Q1 		$2.22M Buy
46,724
+6,840
+17% +$290K 2.02% 13
2018
Q4 		$1.57M Buy
+39,884
New +$1.93M 1.58% 22

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

Brooks Moore & Associates's AAPL Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Apple (AAPL) stake by 4.9% in Q1 2026, selling an estimated $253K and leaving 18,985 shares worth $4.82M. The position accounts for 2.42% of the portfolio, ranked #12.

Brooks Moore & Associates first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.43M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Brooks Moore & Associates held 18,985 shares of Apple worth $4.82M as of Q1 2026.
  • Brooks Moore & Associates sold 972 Apple shares in Q1 2026, an estimated $253K.
  • Apple made up 2.42% of Brooks Moore & Associates's portfolio in Q1 2026, its #12 holding.
  • Brooks Moore & Associates first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's Apple position peaked at $5.43M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.