DCF Advisers’s Apple AAPL Stock Holding History

DCF Advisers’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	$1.46M	Sell	5,750 -3,500	-38%	-$911K	0.39%	47
2025 Q4	$2.51M	Hold	9,250	–	–	0.67%	42
2025 Q3	$2.36M	Buy	9,250 +500	+6%	+$113K	0.76%	39
2025 Q2	$1.8M	Buy	8,750 +750	+9%	+$151K	0.83%	39
2025 Q1	$1.78M	Hold	8,000	–	–	0.85%	38
2024 Q4	$2M	Hold	8,000	–	–	0.97%	32
2024 Q3	$1.86M	Sell	8,000 -10,000	-56%	-$2.23M	0.75%	32
2024 Q2	$3.79M	Buy	18,000 +3,250	+22%	+$606K	1.95%	16
2024 Q1	$2.53M	Hold	14,750	–	–	1.25%	23
2023 Q4	$2.84M	Hold	14,750	–	–	1.54%	19
2023 Q3	$2.53M	Hold	14,750	–	–	1.38%	18
2023 Q2	$2.86M	Hold	14,750	–	–	1.51%	18
2023 Q1	$2.43M	Hold	14,750	–	–	1.49%	20
2022 Q4	$1.92M	Sell	14,750 -12,500	-46%	-$1.79M	1.3%	21
2022 Q3	$3.77M	Sell	27,250 -2,000	-7%	-$314K	2.43%	12
2022 Q2	$4M	Buy	29,250 +16,750	+134%	+$2.54M	2.38%	12
2022 Q1	$2.18M	Hold	12,500	–	–	0.96%	30
2021 Q4	$2.22M	Hold	12,500	–	–	0.9%	31
2021 Q3	$1.77M	Buy	12,500 +7,500	+150%	+$1.1M	0.78%	35
2021 Q2	$685K	Sell	5,000 -1,000	-17%	-$130K	0.24%	61
2021 Q1	$733K	Sell	6,000 -500	-8%	-$64.2K	0.32%	61
2020 Q4	$862K	Sell	6,500 -1,500	-19%	-$180K	0.36%	53
2020 Q3	$926K	Hold	8,000	–	–	0.47%	45
2020 Q2	$730K	Sell	8,000 -2,000	-20%	-$155K	0.41%	49
2020 Q1	$636K	Hold	10,000	–	–	0.42%	42
2019 Q4	$734K	Buy	+10,000	New	+$643K	0.46%	44

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

DCF Advisers's AAPL Position: Q1 2026 in Review

DCF Advisers reduced its Apple (AAPL) stake by 38% in Q1 2026, selling an estimated $911K and leaving 5,750 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #47.

DCF Advisers first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4M in Q2 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

DCF Advisers held 5,750 shares of Apple worth $1.46M as of Q1 2026.
DCF Advisers sold 3,500 Apple shares in Q1 2026, an estimated $911K.
Apple made up 0.39% of DCF Advisers's portfolio in Q1 2026, its #47 holding.
DCF Advisers first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
DCF Advisers's Apple position peaked at $4M in Q2 2022.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on DCF Advisers's 13F filing for Q1 2026, filed 11 May 2026.