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DCM Advisors’s Apple AAPL Stock Holding History

DCM Advisors’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 		$12.1M Sell
47,905
-1,403
-3% -$365K 5.49% 2
2025
Q4 		$13.3M Sell
49,308
-13,356
-21% -$3.59M 5.52% 2
2025
Q3 		$15.9M Sell
62,664
-2,704
-4% -$611K 6.69% 2
2025
Q2 		$13.3M Buy
65,368
+4,772
+8% +$964K 5.72% 2
2025
Q1 		$13.3M Sell
60,596
-14,484
-19% -$3.36M 7.07% 1
2024
Q4 		$18.7M Buy
75,080
+14,393
+24% +$3.39M 8.75% 1
2024
Q3 		$14.1M Sell
60,687
-554
-0.9% -$124K 7.12% 2
2024
Q2 		$12.9M Sell
61,241
-20,533
-25% -$3.83M 6.81% 2
2024
Q1 		$14M Sell
81,774
-22,771
-22% -$4.14M 5.78% 2
2023
Q4 		$20.1M Buy
104,545
+114
+0.1% +$21K 7.21% 2
2023
Q3 		$17.9M Sell
104,431
-3,583
-3% -$657K 8.08% 1
2023
Q2 		$21M Buy
108,014
+593
+0.6% +$103K 8.98% 1
2023
Q1 		$17.7M Sell
107,421
-1,819
-2% -$268K 8.24% 1
2022
Q4 		$14.2M Sell
109,240
-13,987
-11% -$2M 6.88% 1
2022
Q3 		$17M Sell
123,227
-30,896
-20% -$4.85M 8.55% 1
2022
Q2 		$21.1M Sell
154,123
-1,015
-0.7% -$154K 9.11% 1
2022
Q1 		$27.1M Sell
155,138
-13,857
-8% -$2.33M 9.58% 1
2021
Q4 		$30M Buy
168,995
+54,920
+48% +$8.68M 8.85% 1
2021
Q3 		$16.1M Buy
114,075
+58,284
+104% +$8.58M 6.21% 1
2021
Q2 		$7.64M Sell
55,791
-14,937
-21% -$1.94M 4.34% 1
2021
Q1 		$8.64M Sell
70,728
-8,614
-11% -$1.11M 5.03% 1
2020
Q4 		$10.5M Buy
+79,342
New +$9.54M 6.13% 1

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

DCM Advisors's AAPL Position: Q1 2026 in Review

DCM Advisors reduced its Apple (AAPL) stake by 2.8% in Q1 2026, selling an estimated $365K and leaving 47,905 shares worth $12.1M. The position accounts for 5.49% of the portfolio, ranked #2.

DCM Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $30M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • DCM Advisors held 47,905 shares of Apple worth $12.1M as of Q1 2026.
  • DCM Advisors sold 1,403 Apple shares in Q1 2026, an estimated $365K.
  • Apple made up 5.49% of DCM Advisors's portfolio in Q1 2026, its #2 holding.
  • DCM Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • DCM Advisors's Apple position peaked at $30M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on DCM Advisors's 13F filing for Q1 2026, filed 15 May 2026.