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Empirical Asset Management’s Apple AAPL Stock Holding History

Empirical Asset Management’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 		$19.4M Sell
76,556
-11,917
-13% -$3.1M 5.12% 1
2025
Q4 		$18.1M Sell
88,473
-5,208
-6% -$1.4M 5.11% 1
2025
Q3 		$18.3M Buy
93,681
+16,270
+21% +$3.68M 5.08% 1
2025
Q2 		$15.9M Sell
77,411
-745
-1% -$150K 4.91% 1
2025
Q1 		$17.4M Sell
78,156
-532,286
-87% -$123M 5.92% 1
2024
Q4 		$19.9M Buy
610,442
+321,481
+111% +$75.8M 6.6% 1
2024
Q3 		$18.2M Sell
288,961
-5,108
-2% -$1.14M 6.49% 1
2024
Q2 		$17.6M Buy
294,069
+211,731
+257% +$39.5M 6.61% 1
2024
Q1 		$12.4M Buy
82,338
+72,341
+724% +$13.2M 5.96% 1
2023
Q4 		$1.92M Buy
9,997
+2,154
+27% +$398K 1.57% 10
2023
Q3 		$1.34M Buy
7,843
+1,442
+23% +$264K 1.17% 21
2023
Q2 		$1.24M Sell
6,401
-3,517
-35% -$613K 1.1% 23
2023
Q1 		$1.64M Sell
9,918
-69,802
-88% -$10.3M 1.56% 10
2022
Q4 		$1.22M Buy
79,720
+73,337
+1,149% +$10.5M 1.29% 13
2022
Q3 		$882K Sell
6,383
-1,492
-19% -$234K 0.96% 26
2022
Q2 		$1.08M Sell
7,875
-1,879
-19% -$285K 1.14% 21
2022
Q1 		$1.7M Buy
9,754
+4,229
+77% +$711K 1.62% 14
2021
Q4 		$981K Buy
+5,525
New +$873K 0.95% 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

Empirical Asset Management's AAPL Position: Q1 2026 in Review

Empirical Asset Management reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $3.1M and leaving 76,556 shares worth $19.4M. The position accounts for 5.12% of the portfolio, ranked #1.

Empirical Asset Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.9M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Empirical Asset Management held 76,556 shares of Apple worth $19.4M as of Q1 2026.
  • Empirical Asset Management sold 11,917 Apple shares in Q1 2026, an estimated $3.1M.
  • Apple made up 5.12% of Empirical Asset Management's portfolio in Q1 2026, its #1 holding.
  • Empirical Asset Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Empirical Asset Management's Apple position peaked at $19.9M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.