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Chartist Inc’s Apple AAPL Stock Holding History

Chartist Inc’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 		$244K Sell
963
-55
-5% -$14.3K 0.18% 16
2025
Q4 		$277K Sell
1,018
-8
-0.8% -$2.15K 0.19% 16
2025
Q3 		$261K Buy
+1,026
New +$232K 0.18% 20
2024
Q4 		$263K Sell
1,049
-18
-2% -$4.24K 0.14% 22
2024
Q3 		$249K Sell
1,067
-9
-0.8% -$2.01K 0.13% 22
2024
Q2 		$227K Buy
+1,076
New +$201K 0.12% 25
2024
Q1 		– Sell
-1,069
Closed -$206K – 27
2023
Q4 		$206K Buy
+1,069
New +$197K 0.11% 27
2023
Q3 		– Sell
-1,067
Closed -$207K – 27
2023
Q2 		$207K Buy
+1,067
New +$186K 0.11% 26
2022
Q2 		– Sell
-2,090
Closed -$365K – 24
2022
Q1 		$365K Sell
2,090
-10
-0.5% -$1.68K 0.17% 24
2021
Q4 		$373K Sell
2,100
-39
-2% -$6.16K 0.16% 25
2021
Q3 		$303K Buy
2,139
+1
+0% +$147 0.14% 27
2021
Q2 		$293K Buy
2,138
+1
+0% +$130 0.14% 28
2021
Q1 		$261K Buy
2,137
+1
+0% +$128 0.13% 25
2020
Q4 		$283K Sell
2,136
-560
-21% -$67.4K 0.15% 22
2020
Q3 		$312K Buy
+2,696
New +$294K 0.18% 20
2019
Q4 		$215K Buy
+2,936
New +$189K 0.13% 28

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

Chartist Inc's AAPL Position: Q1 2026 in Review

Chartist Inc reduced its Apple (AAPL) stake by 5.4% in Q1 2026, selling an estimated $14.3K and leaving 963 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #16.

Chartist Inc first reported a position in AAPL in Q4 2019 and has held it in 16 quarters since. The position peaked at $373K in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Chartist Inc held 963 shares of Apple worth $244K as of Q1 2026.
  • Chartist Inc sold 55 Apple shares in Q1 2026, an estimated $14.3K.
  • Apple made up 0.18% of Chartist Inc's portfolio in Q1 2026, its #16 holding.
  • Chartist Inc first reported a position in Apple in Q4 2019 and has held it in 16 quarters since.
  • Chartist Inc's Apple position peaked at $373K in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.