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Disciplined Equity Management’s Apple AAPL Stock Holding History

Disciplined Equity Management’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 		– Sell
-660
Closed -$179K – 45
2025
Q4 		$179K Hold
660
– – 0.09% 46
2025
Q3 		$168K Sell
660
-28
-4% -$6.33K 0.09% 46
2025
Q2 		$141K Buy
688
+28
+4% +$5.66K 0.08% 45
2025
Q1 		$147K Sell
660
-6
-0.9% -$1.39K 0.1% 46
2024
Q4 		$167K Hold
666
– – 0.11% 49
2024
Q3 		$155K Hold
666
– – 0.1% 49
2024
Q2 		$140K Hold
666
– – 0.09% 51
2024
Q1 		$114K Sell
666
-6,544
-91% -$1.19M 0.08% 50
2023
Q4 		$1.39M Buy
7,210
+6,474
+880% +$1.2M 0.95% 16
2023
Q3 		$126K Hold
736
– – 0.11% 45
2023
Q2 		$143K Hold
736
– – 0.12% 44
2023
Q1 		$121K Sell
736
-4,660
-86% -$688K 0.1% 45
2022
Q4 		$701K Buy
5,396
+670
+14% +$95.8K 0.62% 29
2022
Q3 		$653K Sell
4,726
-2,162
-31% -$339K 0.64% 29
2022
Q2 		$942K Sell
6,888
-4,143
-38% -$627K 0.85% 22
2022
Q1 		$1.09M Sell
11,031
-420
-4% -$70.6K 1.1% 17
2021
Q4 		$2.03M Buy
+11,451
New +$1.81M 1.96% 9

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

Disciplined Equity Management's AAPL Position: Q1 2026 in Review

Disciplined Equity Management sold out of Apple (AAPL) in Q1 2026, closing a stake of 660 shares — an estimated $179K sold.

Disciplined Equity Management first reported a position in AAPL in Q4 2021 and held it in 17 quarters. The position peaked at $2.03M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Disciplined Equity Management reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Disciplined Equity Management sold 660 Apple shares in Q1 2026, an estimated $179K.
  • Disciplined Equity Management first reported a position in Apple in Q4 2021 and held it in 17 quarters.
  • Disciplined Equity Management's Apple position peaked at $2.03M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Disciplined Equity Management's 13F filing for Q1 2026, filed 28 Apr 2026.