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Diversified Portfolios Inc’s Apple AAPL Stock Holding History

Diversified Portfolios Inc’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 		$6.03M Sell
23,761
-6,488
-21% -$1.69M 0.5% 38
2025
Q4 		$8.22M Buy
30,249
+6,111
+25% +$1.64M 0.68% 32
2025
Q3 		$6.15M Sell
24,138
-656
-3% -$148K 0.54% 38
2025
Q2 		$5.09M Buy
24,794
+846
+4% +$171K 0.49% 40
2025
Q1 		$5.32M Sell
23,948
-8,980
-27% -$2.08M 0.56% 37
2024
Q4 		$8.25M Sell
32,928
-931
-3% -$219K 0.9% 26
2024
Q3 		$7.89M Buy
33,859
+8,893
+36% +$1.99M 0.89% 27
2024
Q2 		$5.26M Sell
24,966
-523
-2% -$97.5K 0.69% 31
2024
Q1 		$4.37M Sell
25,489
-267
-1% -$48.5K 0.62% 33
2023
Q4 		$4.96M Buy
25,756
+483
+2% +$89.2K 0.78% 30
2023
Q3 		$4.33M Sell
25,273
-2,052
-8% -$376K 0.82% 27
2023
Q2 		$5.3M Sell
27,325
-17,970
-40% -$3.13M 1.06% 23
2023
Q1 		$7.47M Sell
45,295
-335
-0.7% -$49.4K 1.66% 14
2022
Q4 		$5.93M Sell
45,630
-610
-1% -$87.2K 1.36% 18
2022
Q3 		$6.39M Buy
46,240
+25,488
+123% +$4M 1.72% 12
2022
Q2 		$2.84M Sell
20,752
-26,222
-56% -$3.97M 0.79% 24
2022
Q1 		$8.2M Sell
46,974
-1,382
-3% -$232K 1.97% 11
2021
Q4 		$8.59M Buy
48,356
+3,683
+8% +$582K 2.07% 9
2021
Q3 		$6.32M Buy
44,673
+20,169
+82% +$2.97M 1.75% 11
2021
Q2 		$3.36M Buy
24,504
+2,532
+12% +$328K 1.26% 16
2021
Q1 		$2.68M Sell
21,972
-297
-1% -$38.1K 0.88% 20
2020
Q4 		$2.96M Sell
22,269
-659
-3% -$79.3K 1.06% 18
2020
Q3 		$2.65M Buy
22,928
+8,820
+63% +$962K 1.15% 16
2020
Q2 		$1.29M Sell
14,108
-140
-1% -$10.8K 0.62% 22
2020
Q1 		$906K Buy
14,248
+3,392
+31% +$249K 0.5% 23
2019
Q4 		$797K Sell
10,856
-136
-1% -$8.75K 0.38% 27
2019
Q3 		$615K Sell
10,992
-692
-6% -$36.2K 0.31% 29
2019
Q2 		$578K Sell
11,684
-2,404
-17% -$117K 0.32% 26
2019
Q1 		$669K Hold
14,088
– – 0.37% 27
2018
Q4 		$556K Sell
14,088
-120
-0.8% -$5.82K 0.34% 27
2018
Q3 		$802K Sell
14,208
-312
-2% -$16.2K 0.44% 23
2018
Q2 		$672K Sell
14,520
-220
-1% -$9.98K 0.38% 24
2018
Q1 		$618K Sell
14,740
-676
-4% -$29.1K 0.36% 25
2017
Q4 		$652K Sell
15,416
-1,516
-9% -$63.4K 0.36% 25
2017
Q3 		$652K Sell
16,932
-656
-4% -$25.4K 0.37% 26
2017
Q2 		$633K Buy
17,588
+1,176
+7% +$43.5K 0.38% 24
2017
Q1 		$589K Buy
16,412
+404
+3% +$13.3K 0.36% 27
2016
Q4 		$464K Buy
16,008
+772
+5% +$21.9K 0.29% 28
2016
Q3 		$431K Sell
15,236
-584
-4% -$15.5K 0.27% 26
2016
Q2 		$378K Buy
15,820
+144
+0.9% +$3.58K 0.24% 29
2016
Q1 		$427K Buy
15,676
+20
+0.1% +$498 0.27% 28
2015
Q4 		$412K Buy
15,656
+4
+0% +$114 0.26% 27
2015
Q3 		$432K Hold
15,652
– – 0.29% 25
2015
Q2 		$444K Buy
15,652
+4
+0% +$128 0.28% 27
2015
Q1 		$487K Sell
15,648
-19,704
-56% -$595K 0.31% 28
2014
Q4 		$976K Buy
+35,352
New +$962K 0.58% 20

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 Portfolios Inc's AAPL Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Apple (AAPL) stake by 21% in Q1 2026, selling an estimated $1.69M and leaving 23,761 shares worth $6.03M. The position accounts for 0.5% of the portfolio, ranked #38.

Diversified Portfolios Inc first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.59M in Q4 2021. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Diversified Portfolios Inc held 23,761 shares of Apple worth $6.03M as of Q1 2026.
  • Diversified Portfolios Inc sold 6,488 Apple shares in Q1 2026, an estimated $1.69M.
  • Apple made up 0.5% of Diversified Portfolios Inc's portfolio in Q1 2026, its #38 holding.
  • Diversified Portfolios Inc first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
  • Diversified Portfolios Inc's Apple position peaked at $8.59M in Q4 2021.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.