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Edgemoor Investment Advisors’s Apple AAPL Stock Holding History

Edgemoor Investment Advisors’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 		$86.6M Sell
341,350
-105
-0% -$27.3K 6.82% 1
2025
Q4 		$92.8M Sell
341,455
-5,877
-2% -$1.58M 7.21% 2
2025
Q3 		$88.4M Sell
347,332
-2,298
-0.7% -$519K 6.82% 2
2025
Q2 		$71.7M Sell
349,630
-11,033
-3% -$2.23M 6.19% 3
2025
Q1 		$80.1M Sell
360,663
-774
-0.2% -$179K 7.37% 3
2024
Q4 		$90.5M Sell
361,437
-11,119
-3% -$2.62M 7.97% 2
2024
Q3 		$86.8M Sell
372,556
-7,692
-2% -$1.72M 7.55% 2
2024
Q2 		$80.1M Sell
380,248
-537
-0.1% -$100K 7.45% 2
2024
Q1 		$65.3M Sell
380,785
-3,507
-0.9% -$638K 6.17% 3
2023
Q4 		$74M Sell
384,292
-6,437
-2% -$1.19M 7.74% 2
2023
Q3 		$66.9M Sell
390,729
-4,993
-1% -$916K 7.91% 2
2023
Q2 		$76.8M Sell
395,722
-3,817
-1% -$665K 8.67% 2
2023
Q1 		$65.9M Sell
399,539
-5,020
-1% -$741K 8.01% 2
2022
Q4 		$52.6M Sell
404,559
-6,602
-2% -$943K 6.58% 3
2022
Q3 		$56.8M Sell
411,161
-1,762
-0.4% -$277K 7.56% 2
2022
Q2 		$56.5M Sell
412,923
-1,885
-0.5% -$285K 7.12% 2
2022
Q1 		$72.4M Sell
414,808
-3,964
-0.9% -$667K 7.64% 2
2021
Q4 		$74.4M Sell
418,772
-13,200
-3% -$2.09M 7.63% 2
2021
Q3 		$61.1M Sell
431,972
-91,013
-17% -$13.4M 6.96% 2
2021
Q2 		$71.6M Sell
522,985
-1,295
-0.2% -$168K 6.69% 2
2021
Q1 		$64M Sell
524,280
-1,129
-0.2% -$145K 6.42% 2
2020
Q4 		$69.7M Sell
525,409
-25,094
-5% -$3.02M 7.82% 1
2020
Q3 		$63.8M Sell
550,503
-14,117
-3% -$1.54M 7.89% 2
2020
Q2 		$51.5M Sell
564,620
-20,100
-3% -$1.56M 6.93% 2
2020
Q1 		$37.2M Sell
584,720
-111,636
-16% -$8.21M 6.06% 2
2019
Q4 		$51.1M Sell
696,356
-9,588
-1% -$617K 5.83% 2
2019
Q3 		$39.5M Sell
705,944
-68,344
-9% -$3.57M 4.88% 3
2019
Q2 		$38.3M Sell
774,288
-6,624
-0.8% -$323K 4.84% 3
2019
Q1 		$37.1M Sell
780,912
-5,216
-0.7% -$221K 4.88% 3
2018
Q4 		$31M Sell
786,128
-7,224
-0.9% -$350K 4.63% 3
2018
Q3 		$44.8M Sell
793,352
-5,396
-0.7% -$281K 5.55% 3
2018
Q2 		$37M Sell
798,748
-4,852
-0.6% -$220K 4.94% 3
2018
Q1 		$33.7M Sell
803,600
-6,820
-0.8% -$294K 4.49% 3
2017
Q4 		$35.7M Buy
810,420
+1,948
+0.2% +$81.4K 4.51% 3
2017
Q3 		$31.1M Sell
808,472
-6,144
-0.8% -$238K 4.21% 2
2017
Q2 		$29.3M Sell
814,616
-420
-0.1% -$15.5K 4% 2
2017
Q1 		$29.3M Sell
815,036
-4,828
-0.6% -$159K 4.16% 2
2016
Q4 		$23.7M Buy
819,864
+2,224
+0.3% +$63.1K 3.61% 4
2016
Q3 		$23.1M Buy
817,640
+52,724
+7% +$1.4M 3.55% 4
2016
Q2 		$18.3M Buy
764,916
+19,448
+3% +$483K 2.89% 6
2016
Q1 		$20.3M Sell
745,468
-420
-0.1% -$10.5K 3.16% 5
2015
Q4 		$19.6M Buy
745,888
+2,452
+0.3% +$70.1K 2.95% 5
2015
Q3 		$20.5M Buy
743,436
+18,112
+2% +$531K 3.12% 4
2015
Q2 		$22.7M Buy
725,324
+752
+0.1% +$24.1K 3.31% 4
2015
Q1 		$22.5M Buy
724,572
+20,208
+3% +$610K 3.19% 5
2014
Q4 		$19.5M Buy
704,364
+9,184
+1% +$250K 2.86% 6
2014
Q3 		$17.5M Buy
695,180
+8,540
+1% +$210K 2.57% 7
2014
Q2 		$15.9M Sell
686,640
-29,684
-4% -$632K 2.35% 9
2014
Q1 		$13.7M Buy
716,324
+19,292
+3% +$367K 2.17% 11
2013
Q4 		$14M Buy
697,032
+17,612
+3% +$333K 2.21% 10
2013
Q3 		$11.6M Sell
679,420
-9,212
-1% -$153K 2.02% 13
2013
Q2 		$9.75M Buy
+688,632
New +$10.6M 1.73% 21

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

Edgemoor Investment Advisors's AAPL Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Apple (AAPL) stake by 0.03% in Q1 2026, selling an estimated $27.3K and leaving 341,350 shares worth $86.6M. The position accounts for 6.82% of the portfolio, ranked #1.

Edgemoor Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $92.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Edgemoor Investment Advisors held 341,350 shares of Apple worth $86.6M as of Q1 2026.
  • Edgemoor Investment Advisors sold 105 Apple shares in Q1 2026, an estimated $27.3K.
  • Apple made up 6.82% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Edgemoor Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Edgemoor Investment Advisors's Apple position peaked at $92.8M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.