DI
AAPL icon

Disciplined Investors’s Apple AAPL Stock Holding History

Disciplined Investors’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 		$3.78M Buy
14,907
+845
+6% +$220K 2.25% 7
2025
Q4 		$3.82M Sell
14,062
-897
-6% -$241K 2.51% 8
2025
Q3 		$3.81M Buy
14,959
+1,255
+9% +$284K 2.71% 7
2025
Q2 		$2.81M Buy
13,704
+233
+2% +$47.1K 2.19% 14
2025
Q1 		$2.99M Buy
13,471
+300
+2% +$69.5K 2.7% 8
2024
Q4 		$3.09M Buy
+13,171
New +$3.1M 2.97% 6

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 Investors's AAPL Position: Q1 2026 in Review

Disciplined Investors increased its Apple (AAPL) stake by 6% in Q1 2026, buying an estimated $220K and bringing the position to 14,907 shares worth $3.78M. The position accounts for 2.25% of the portfolio, ranked #7.

Disciplined Investors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.82M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Disciplined Investors held 14,907 shares of Apple worth $3.78M as of Q1 2026.
  • Disciplined Investors bought 845 Apple shares in Q1 2026, an estimated $220K.
  • Apple made up 2.25% of Disciplined Investors's portfolio in Q1 2026, its #7 holding.
  • Disciplined Investors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's Apple position peaked at $3.82M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.