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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
2021
Q3 		– Sell
-9,000
Closed -$1.23M – 82
2021
Q2 		$1.23M Buy
9,000
+4,000
+80% +$518K 0.44% 46
2021
Q1 		$611K Buy
+5,000
New +$642K 0.27% 68

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

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.