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Custom Index Systems’s Apple AAPL Stock Holding History

Custom Index Systems’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 		$12.8M Buy
50,436
+235
+0.5% +$61.2K 5.58% 1
2025
Q4 		$13.6M Sell
50,201
-5,807
-10% -$1.56M 6.03% 1
2025
Q3 		$14.3M Buy
56,008
+6,213
+12% +$1.4M 4.24% 1
2025
Q2 		$10.2M Sell
49,795
-765
-2% -$154K 4.87% 1
2025
Q1 		$11.2M Buy
50,560
+7,676
+18% +$1.78M 5.69% 1
2024
Q4 		$10.7M Buy
42,884
+1,418
+3% +$334K 5.77% 1
2024
Q3 		$9.66M Buy
41,466
+3,683
+10% +$822K 5.23% 1
2024
Q2 		$7.96M Sell
37,783
-6,908
-15% -$1.29M 4.57% 1
2024
Q1 		$7.66M Buy
44,691
+582
+1% +$106K 4.36% 1
2023
Q4 		$8.49M Buy
+44,109
New +$8.14M 5.23% 1

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

Custom Index Systems's AAPL Position: Q1 2026 in Review

Custom Index Systems increased its Apple (AAPL) stake by 0.47% in Q1 2026, buying an estimated $61.2K and bringing the position to 50,436 shares worth $12.8M. The position accounts for 5.58% of the portfolio, ranked #1.

Custom Index Systems first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.3M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Custom Index Systems held 50,436 shares of Apple worth $12.8M as of Q1 2026.
  • Custom Index Systems bought 235 Apple shares in Q1 2026, an estimated $61.2K.
  • Apple made up 5.58% of Custom Index Systems's portfolio in Q1 2026, its #1 holding.
  • Custom Index Systems first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's Apple position peaked at $14.3M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.