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Diversified Investment Strategies’s Apple AAPL Stock Holding History

Diversified Investment Strategies’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 		$376K Sell
1,480
-75
-5% -$19.5K 0.24% 43
2025
Q4 		$423K Hold
1,555
– – 0.28% 38
2025
Q3 		$396K Sell
1,555
-805
-34% -$182K 0.26% 42
2025
Q2 		$484K Sell
2,360
-175
-7% -$35.3K 0.33% 38
2025
Q1 		$563K Hold
2,535
– – 0.38% 33
2024
Q4 		$635K Sell
2,535
-80
-3% -$18.9K 0.41% 29
2024
Q3 		$609K Hold
2,615
– – 0.4% 30
2024
Q2 		$551K Sell
2,615
-585
-18% -$109K 0.39% 31
2024
Q1 		$549K Hold
3,200
– – 0.37% 28
2023
Q4 		$616K Sell
3,200
-130
-4% -$24K 0.45% 30
2023
Q3 		$570K Hold
3,330
– – 0.43% 28
2023
Q2 		$646K Sell
3,330
-175
-5% -$30.5K 0.48% 28
2023
Q1 		$578K Sell
3,505
-1
-0% -$148 0.41% 27
2022
Q4 		$456K Hold
3,506
– – 0.35% 31
2022
Q3 		$485K Hold
3,506
– – 0.4% 29
2022
Q2 		$479K Hold
3,506
– – 0.39% 29
2022
Q1 		$612K Sell
3,506
-170
-5% -$28.6K 0.42% 26
2021
Q4 		$653K Hold
3,676
– – 0.47% 25
2021
Q3 		$520K Hold
3,676
– – 0.39% 27
2021
Q2 		$503K Buy
3,676
+1
+0% +$130 0.37% 27
2021
Q1 		$449K Sell
3,675
-425
-10% -$54.6K 0.35% 28
2020
Q4 		$537K Hold
4,100
– – 0.42% 29
2020
Q3 		$475K Buy
4,100
+180
+5% +$19.6K 0.5% 25
2020
Q2 		$358K Sell
3,920
-3,764
-49% -$292K 0.38% 27
2020
Q1 		$488K Buy
7,684
+3,400
+79% +$250K 0.65% 23
2019
Q4 		$314K Buy
4,284
+56
+1% +$3.6K 0.31% 26
2019
Q3 		$237K Buy
4,228
+84
+2% +$4.39K 0.24% 29
2019
Q2 		$205K Buy
+4,144
New +$202K 0.2% 31
2018
Q4 		– Sell
-4,444
Closed -$251K – 35
2018
Q3 		$251K Hold
4,444
– – 0.23% 36
2018
Q2 		$206K Buy
+4,444
New +$202K 0.19% 38

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

Diversified Investment Strategies's AAPL Position: Q1 2026 in Review

Diversified Investment Strategies reduced its Apple (AAPL) stake by 4.8% in Q1 2026, selling an estimated $19.5K and leaving 1,480 shares worth $376K. The position accounts for 0.24% of the portfolio, ranked #43.

Diversified Investment Strategies first reported a position in AAPL in Q2 2018 and has held it in 30 quarters since. The position peaked at $653K in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Diversified Investment Strategies held 1,480 shares of Apple worth $376K as of Q1 2026.
  • Diversified Investment Strategies sold 75 Apple shares in Q1 2026, an estimated $19.5K.
  • Apple made up 0.24% of Diversified Investment Strategies's portfolio in Q1 2026, its #43 holding.
  • Diversified Investment Strategies first reported a position in Apple in Q2 2018 and has held it in 30 quarters since.
  • Diversified Investment Strategies's Apple position peaked at $653K in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Diversified Investment Strategies's 13F filing for Q1 2026, filed 30 Apr 2026.