Calamos Advisors’s Apple AAPL Stock Holding History

Calamos Advisors’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	$217K	Buy	+800	New	+$208K	﹤0.01%	1103
2023 Q1	–	Sell	-134,000	Closed	-$17.4M	–	1132
2022 Q4	$17.4M	Buy	+134,000	New	+$19.2M	0.08%	291
2022 Q3	–	Sell	-45,000	Closed	-$6.15M	–	1279
2022 Q2	$6.15M	Buy	+45,000	New	+$6.81M	0.03%	637
2017 Q4	–	Sell	-3,082,400	Closed	-$2.99M	–	600
2017 Q3	$2.99M	Buy	+3,082,400	New	+$120M	0.02%	457

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

Calamos Advisors's AAPL Position: Q1 2026 in Review

Calamos Advisors increased its Apple (AAPL) stake by 20% in Q1 2026, buying an estimated $209M and bringing the position to 4,778,795 shares worth $1.21B. The position accounts for 4.3% of the portfolio, ranked #2.

Calamos Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Calamos Advisors held 4,778,795 shares of Apple worth $1.21B as of Q1 2026.
Calamos Advisors bought 803,737 Apple shares in Q1 2026, an estimated $209M.
Apple made up 4.3% of Calamos Advisors's portfolio in Q1 2026, its #2 holding.
Calamos Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.