Davis Investment Partners’s Apple AAPL Stock Holding History

Davis Investment Partners’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	$5.97M	Buy	23,527 +52	+0.2%	+$13.5K	2.11%	7
2025 Q4	$6.36M	Sell	23,475 -18	-0.1%	-$4.83K	2.23%	7
2025 Q3	$6M	Sell	23,493 -62	-0.3%	-$14K	2.05%	7
2025 Q2	$4.9M	Buy	23,555 +1,783	+8%	+$360K	1.75%	10
2025 Q1	$4.41M	Sell	21,772 -426	-2%	-$98.7K	1.95%	7
2024 Q4	$5.26M	Buy	22,198 +2,055	+10%	+$484K	2.22%	7
2024 Q3	$4.57M	Sell	20,143 -2,670	-12%	-$596K	1.91%	7
2024 Q2	$5.26M	Sell	22,813 -254	-1%	-$47.4K	2.16%	6
2024 Q1	$3.87M	Sell	23,067 -2,633	-10%	-$479K	1.69%	7
2023 Q4	$4.68M	Sell	25,700 -143	-0.6%	-$26.4K	2.26%	6
2023 Q3	$4.52M	Buy	25,843 +1,126	+5%	+$206K	2.41%	6
2023 Q2	$4.77M	Buy	24,717 +2,950	+14%	+$514K	2.28%	6
2023 Q1	$3.61M	Buy	21,767 +1,222	+6%	+$180K	1.91%	7
2022 Q4	$3.16M	Buy	+20,545	New	+$2.94M	1.59%	10

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Davis Investment Partners's AAPL Position: Q1 2026 in Review

Davis Investment Partners increased its Apple (AAPL) stake by 0.22% in Q1 2026, buying an estimated $13.5K and bringing the position to 23,527 shares worth $5.97M. The position accounts for 2.11% of the portfolio, ranked #7.

Davis Investment Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.36M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Davis Investment Partners held 23,527 shares of Apple worth $5.97M as of Q1 2026.
Davis Investment Partners bought 52 Apple shares in Q1 2026, an estimated $13.5K.
Apple made up 2.11% of Davis Investment Partners's portfolio in Q1 2026, its #7 holding.
Davis Investment Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Davis Investment Partners's Apple position peaked at $6.36M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.