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 $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.