EDRH
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Edmond de Rothschild Holding’s Apple AAPL Stock Holding History

Edmond de Rothschild Holding’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
2023
Q4 		– Sell
-9,000
Closed -$15.9K – 689
2023
Q3 		$15.9K Buy
+9,000
New +$1.65M ﹤0.01% 643
2017
Q2 		– Sell
-10,800
Closed -$38.8M – 802
2017
Q1 		$38.8M Hold
10,800
– – 1.03% 24
2016
Q4 		$31.3M Hold
10,800
– – 0.87% 32
2016
Q3 		$30.5M Buy
+10,800
New +$286K 0.92% 25

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

Edmond de Rothschild Holding's AAPL Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Apple (AAPL) stake by 3.4% in Q1 2026, selling an estimated $2.37M and leaving 259,351 shares worth $65.8M. The position accounts for 0.95% of the portfolio, ranked #23.

Edmond de Rothschild Holding first reported a position in AAPL in Q2 2015 and has held it in 44 quarters since. The position peaked at $85.4M in Q2 2023. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Edmond de Rothschild Holding held 259,351 shares of Apple worth $65.8M as of Q1 2026.
  • Edmond de Rothschild Holding sold 9,119 Apple shares in Q1 2026, an estimated $2.37M.
  • Apple made up 0.95% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #23 holding.
  • Edmond de Rothschild Holding first reported a position in Apple in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's Apple position peaked at $85.4M in Q2 2023.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.