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Eight 31 Financial’s Apple AAPL Stock Holding History

Eight 31 Financial’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 		$6.57M Hold
25,886
– – 3.97% 12
2025
Q4 		$7.04M Hold
25,886
– – 3.86% 11
2025
Q3 		$6.59M Buy
25,886
+1,962
+8% +$443K 3.72% 11
2025
Q2 		$4.91M Sell
23,924
-809
-3% -$163K 3.24% 15
2025
Q1 		$5.49M Buy
24,733
+809
+3% +$187K 3.52% 14
2024
Q4 		$5.99M Sell
23,924
-15
-0.1% -$3.54K 4.5% 5
2024
Q3 		$5.58M Sell
23,939
-439
-2% -$98K 4.29% 5
2024
Q2 		$5.13M Sell
24,378
-615
-2% -$115K 3.91% 5
2024
Q1 		$4.29M Buy
24,993
+1,033
+4% +$188K 2.66% 6
2023
Q4 		$4.61M Buy
+23,960
New +$4.42M 2.83% 6

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

Eight 31 Financial's AAPL Position: Q1 2026 in Review

Eight 31 Financial held its Apple (AAPL) position steady in Q1 2026 at 25,886 shares worth $6.57M. The position accounts for 3.97% of the portfolio, ranked #12.

Eight 31 Financial first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.04M in Q4 2025. 6,084 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Eight 31 Financial held 25,886 shares of Apple worth $6.57M as of Q1 2026.
  • Eight 31 Financial left its Apple share count unchanged in Q1 2026.
  • Apple made up 3.97% of Eight 31 Financial's portfolio in Q1 2026, its #12 holding.
  • Eight 31 Financial first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Eight 31 Financial's Apple position peaked at $7.04M in Q4 2025.
  • 6,084 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.