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Elefante Mark B’s Apple AAPL Stock Holding History

Elefante Mark B’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 		$9.92M Buy
39,085
+5,435
+16% +$1.41M 5.46% 2
2025
Q4 		$9.15M Buy
33,650
+16
+0% +$4.29K 5.61% 2
2025
Q3 		$8.56M Buy
33,634
+3,325
+11% +$751K 5.48% 3
2025
Q2 		$6.22M Sell
30,309
-230
-0.8% -$46.4K 4.67% 4
2025
Q1 		$6.78M Buy
30,539
+4,040
+15% +$936K 5.38% 1
2024
Q4 		$6.64M Buy
+26,499
New +$6.25M 6.06% 1
2020
Q2 		$1.6M Sell
17,524
-876
-5% -$67.9K 5.4% 1
2020
Q1 		$1.17M Sell
18,400
-1,680
-8% -$124K 5.11% 1
2019
Q4 		$1.47M Sell
20,080
-1,280
-6% -$82.3K 5.35% 1
2019
Q3 		$1.2M Sell
21,360
-748
-3% -$39.1K 4.7% 2
2019
Q2 		$1.09M Buy
22,108
+1,120
+5% +$54.6K 4.24% 4
2019
Q1 		$997K Sell
20,988
-2,052
-9% -$87K 4.35% 4
2018
Q4 		$909K Buy
23,040
+40
+0.2% +$1.94K 4.35% 4
2018
Q3 		$1.3M Buy
23,000
+400
+2% +$20.8K 5.2% 1
2018
Q2 		$1.05M Sell
22,600
-236
-1% -$10.7K 4.99% 2
2018
Q1 		$958K Sell
22,836
-920
-4% -$39.6K 4.81% 3
2017
Q4 		$1M Buy
23,756
+5,580
+31% +$233K 4.79% 2
2017
Q3 		$700K Sell
18,176
-60
-0.3% -$2.33K 5.11% 3
2017
Q2 		$658K Sell
18,236
-20
-0.1% -$739 5.33% 2
2017
Q1 		$656K Buy
18,256
+3,500
+24% +$115K 5.95% 2
2016
Q4 		$427K Buy
14,756
+3,384
+30% +$95.9K 5.16% 3
2016
Q3 		$321K Sell
11,372
-2,516
-18% -$66.6K 5.18% 6
2016
Q2 		$331K Buy
13,888
+200
+1% +$4.97K 4.98% 8
2016
Q1 		$373K Buy
13,688
+2,336
+21% +$58.2K 5.95% 5
2015
Q4 		$298K Buy
+11,352
New +$324K 8.01% 4

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

Elefante Mark B's AAPL Position: Q1 2026 in Review

Elefante Mark B increased its Apple (AAPL) stake by 16% in Q1 2026, buying an estimated $1.41M and bringing the position to 39,085 shares worth $9.92M. The position accounts for 5.46% of the portfolio, ranked #2.

Elefante Mark B first reported a position in AAPL in Q4 2015 and has held it in 25 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Elefante Mark B held 39,085 shares of Apple worth $9.92M as of Q1 2026.
  • Elefante Mark B bought 5,435 Apple shares in Q1 2026, an estimated $1.41M.
  • Apple made up 5.46% of Elefante Mark B's portfolio in Q1 2026, its #2 holding.
  • Elefante Mark B first reported a position in Apple in Q4 2015 and has held it in 25 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.