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	-$1.16M	–	88
2024 Q3	$1.16M	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DCF Advisers's AAPL Position: Q3 2026 in Review

DCF Advisers increased its Apple (AAPL) stake by 26% in Q3 2026, buying an estimated $482K and bringing the position to 7,250 shares worth $2.41M. The position accounts for 0.54% of the portfolio, ranked #43.

DCF Advisers first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $4M in Q2 2022. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

DCF Advisers held 7,250 shares of Apple worth $2.41M as of Q3 2026.
DCF Advisers bought 1,500 Apple shares in Q3 2026, an estimated $482K.
Apple made up 0.54% of DCF Advisers's portfolio in Q3 2026, its #43 holding.
DCF Advisers first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
DCF Advisers's Apple position peaked at $4M in Q2 2022.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on DCF Advisers's 13F filing for Q3 2026, filed 4 Nov 2026.