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Callan Family Office’s Apple AAPL Stock Holding History

Callan Family Office’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 		$150M Sell
591,209
-10,500
-2% -$2.73M 3.4% 2
2025
Q4 		$164M Buy
601,709
+108,592
+22% +$29.2M 3.51% 3
2025
Q3 		$126M Buy
493,117
+22,785
+5% +$5.15M 4% 3
2025
Q2 		$96.5M Buy
470,332
+247,074
+111% +$49.9M 3.05% 4
2025
Q1 		$49.6M Sell
223,258
-82,354
-27% -$19.1M 3.72% 3
2024
Q4 		$76.5M Buy
305,612
+232,105
+316% +$54.7M 4.87% 2
2024
Q3 		$17.1M Buy
73,507
+25,653
+54% +$5.73M 2.88% 7
2024
Q2 		$10.1M Buy
47,854
+29,239
+157% +$5.45M 1.94% 14
2024
Q1 		$3.19M Sell
18,615
-4,851
-21% -$882K 0.75% 26
2023
Q4 		$4.52M Buy
23,466
+1,144
+5% +$211K 1.12% 20
2023
Q3 		$3.82M Sell
22,322
-3,415
-13% -$626K 1.02% 22
2023
Q2 		$4.99M Sell
25,737
-3,197
-11% -$557K 1.32% 14
2023
Q1 		$4.77M Buy
28,934
+19,023
+192% +$2.81M 1.16% 17
2022
Q4 		$1.29M Buy
+9,911
New +$1.42M 0.42% 33

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

Callan Family Office's AAPL Position: Q1 2026 in Review

Callan Family Office reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $2.73M and leaving 591,209 shares worth $150M. The position accounts for 3.4% of the portfolio, ranked #2.

Callan Family Office first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $164M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Callan Family Office held 591,209 shares of Apple worth $150M as of Q1 2026.
  • Callan Family Office sold 10,500 Apple shares in Q1 2026, an estimated $2.73M.
  • Apple made up 3.4% of Callan Family Office's portfolio in Q1 2026, its #2 holding.
  • Callan Family Office first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's Apple position peaked at $164M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.