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Cardiff Park Advisors’s Apple AAPL Stock Holding History

Cardiff Park 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 		$27.5M Sell
108,549
-4,877
-4% -$1.27M 2.2% 9
2025
Q4 		$30.8M Sell
113,426
-5,756
-5% -$1.55M 2.53% 7
2025
Q3 		$30.3M Sell
119,182
-816
-0.7% -$184K 2.33% 8
2025
Q2 		$24.6M Buy
119,998
+6,230
+5% +$1.26M 2.12% 7
2025
Q1 		$25.3M Sell
113,768
-5,005
-4% -$1.16M 2.43% 7
2024
Q4 		$29.7M Sell
118,773
-2,358
-2% -$556K 2.82% 7
2024
Q3 		$28.2M Buy
121,131
+1,551
+1% +$346K 2.53% 7
2024
Q2 		$25.2M Sell
119,580
-689
-0.6% -$128K 2.41% 7
2024
Q1 		$20.6M Sell
120,269
-2,189
-2% -$398K 1.95% 8
2023
Q4 		$23.6M Buy
122,458
+3,549
+3% +$655K 2.61% 7
2023
Q3 		$20.4M Sell
118,909
-994
-0.8% -$182K 2.57% 7
2023
Q2 		$23.3M Buy
119,903
+711
+0.6% +$124K 2.85% 7
2023
Q1 		$19.7M Buy
119,192
+216
+0.2% +$31.9K 2.58% 7
2022
Q4 		$15.5M Buy
118,976
+4,442
+4% +$635K 2.16% 7
2022
Q3 		$15.8M Sell
114,534
-5,797
-5% -$910K 2.48% 7
2022
Q2 		$16.5M Sell
120,331
-521
-0.4% -$78.9K 2.49% 7
2022
Q1 		$21.1M Buy
120,852
+1,202
+1% +$202K 2.97% 6
2021
Q4 		$21.2M Buy
+119,650
New +$18.9M 2.79% 6

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

Cardiff Park Advisors's AAPL Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Apple (AAPL) stake by 4.3% in Q1 2026, selling an estimated $1.27M and leaving 108,549 shares worth $27.5M. The position accounts for 2.2% of the portfolio, ranked #9.

Cardiff Park Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cardiff Park Advisors held 108,549 shares of Apple worth $27.5M as of Q1 2026.
  • Cardiff Park Advisors sold 4,877 Apple shares in Q1 2026, an estimated $1.27M.
  • Apple made up 2.2% of Cardiff Park Advisors's portfolio in Q1 2026, its #9 holding.
  • Cardiff Park Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Apple position peaked at $30.8M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.