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
2024 Q4	–	Sell	-5,000	Closed	-$1.17M	–	88
2024 Q3	$1.17M	Buy	5,000 +3,000	+150%	+$670K	0.47%	46
2024 Q2	$421K	Buy	+2,000	New	+$373K	0.22%	73
2023 Q4	–	Sell	-3,500	Closed	-$599K	–	83
2023 Q3	$599K	Buy	+3,500	New	+$642K	0.33%	60
2022 Q4	–	Sell	-15,000	Closed	-$2.07M	–	68
2022 Q3	$2.07M	Buy	+15,000	New	+$2.35M	1.34%	25
2020 Q4	–	Sell	-2,000	Closed	-$232K	–	91
2020 Q3	$232K	Buy	+2,000	New	+$218K	0.12%	76

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DCF Advisers's AAPL Position: Q2 2026 in Review

DCF Advisers held its Apple (AAPL) position steady in Q2 2026 at 5,750 shares worth $1.66M. The position accounts for 0.29% of the portfolio, ranked #55.

DCF Advisers first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4M in Q2 2022. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

DCF Advisers held 5,750 shares of Apple worth $1.66M as of Q2 2026.
DCF Advisers left its Apple share count unchanged in Q2 2026.
Apple made up 0.29% of DCF Advisers's portfolio in Q2 2026, its #55 holding.
DCF Advisers first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
DCF Advisers's Apple position peaked at $4M in Q2 2022.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.