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Donor Advised Charitable Giving’s Apple AAPL Stock Holding History

Donor Advised Charitable Giving’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
-1,626
Closed -$442K – 33
2025
Q4 		$442K Sell
1,626
-6,137
-79% -$1.65M 0.01% 27
2025
Q3 		$1.98M Buy
7,763
+92
+1% +$20.8K 0.04% 14
2025
Q2 		$1.57M Hold
7,671
– – 0.03% 15
2025
Q1 		$1.7M Sell
7,671
-502
-6% -$116K 0.05% 13
2024
Q4 		$2.05M Buy
8,173
+73
+0.9% +$17.2K 0.05% 14
2024
Q3 		$1.89M Hold
8,100
– – 0.05% 14
2024
Q2 		$1.71M Buy
+8,100
New +$1.51M 0.04% 14
2023
Q1 		– Sell
-2,470
Closed -$321K – 49
2022
Q4 		$321K Buy
+2,470
New +$353K 0.05% 35
2022
Q2 		– Sell
-1,465
Closed -$256K – 40
2022
Q1 		$256K Sell
1,465
-1,000
-41% -$168K 0.03% 43
2021
Q4 		$438K Buy
2,465
+700
+40% +$111K 0.04% 28
2021
Q3 		$250K Sell
1,765
-3,250
-65% -$478K 0.04% 40
2021
Q2 		$687K Hold
5,015
– – 0.08% 77
2021
Q1 		$613K Hold
5,015
– – 0.06% 78
2020
Q4 		$665K Hold
5,015
– – 0.09% 74
2020
Q3 		$581K Sell
5,015
-925
-16% -$101K 0.17% 17
2020
Q2 		$542K Sell
5,940
-1,460
-20% -$113K 0.21% 12
2020
Q1 		$470K Hold
7,400
– – 0.24% 15
2019
Q4 		$543K Hold
7,400
– – 0.29% 18
2019
Q3 		$414K Sell
7,400
-200
-3% -$10.5K 0.32% 25
2019
Q2 		$376K Buy
+7,600
New +$370K 0.3% 29

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

Donor Advised Charitable Giving's AAPL Position: Q1 2026 in Review

Donor Advised Charitable Giving sold out of Apple (AAPL) in Q1 2026, closing a stake of 1,626 shares — an estimated $442K sold.

Donor Advised Charitable Giving first reported a position in AAPL in Q2 2019 and held it in 20 quarters. The position peaked at $2.05M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Donor Advised Charitable Giving reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 1,626 Apple shares in Q1 2026, an estimated $442K.
  • Donor Advised Charitable Giving first reported a position in Apple in Q2 2019 and held it in 20 quarters.
  • Donor Advised Charitable Giving's Apple position peaked at $2.05M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.