DMKJ
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David M. Knott Jr’s Apple AAPL Stock Holding History

David M. Knott Jr’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 		$633K Hold
2,494
– – 0.38% 42
2025
Q4 		$678K Hold
2,494
– – 0.31% 41
2025
Q3 		$635K Hold
2,494
– – 0.26% 46
2025
Q2 		$512K Hold
2,494
– – 0.23% 50
2025
Q1 		$554K Hold
2,494
– – 0.26% 45
2024
Q4 		$625K Hold
2,494
– – 0.23% 41
2024
Q3 		$5.81M Hold
2,494
– – 2.04% 9
2024
Q2 		$525K Hold
2,494
– – 0.21% 50
2024
Q1 		$428K Hold
2,494
– – 0.15% 56
2023
Q4 		$480K Hold
2,494
– – 0.18% 47
2023
Q3 		$427K Hold
2,494
– – 0.16% 55
2023
Q2 		$484K Hold
2,494
– – 0.19% 53
2023
Q1 		$411K Hold
2,494
– – 0.16% 60
2022
Q4 		$324K Hold
2,494
– – 0.12% 69
2022
Q3 		$344K Hold
2,494
– – 0.14% 78
2022
Q2 		$341K Buy
2,494
+394
+19% +$59.7K 0.14% 77
2022
Q1 		$367K Hold
2,100
– – 0.12% 85
2021
Q4 		$373K Buy
+2,100
New +$332K 0.13% 76

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