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Empowered Funds’s Apple AAPL Stock Holding History

Empowered Funds’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 		$409M Buy
+1,611,127
New +$419M 2.61% 2
2025
Q4 		– Sell
-805,806
Closed -$205M – 996
2025
Q3 		$205M Buy
805,806
+148,053
+23% +$33.4M 2.07% 3
2025
Q2 		$135M Buy
657,753
+181,067
+38% +$36.6M 1.53% 3
2025
Q1 		$106M Sell
476,686
-18,677
-4% -$4.33M 1.51% 2
2024
Q4 		$124M Buy
495,363
+68,537
+16% +$16.2M 1.81% 1
2024
Q3 		$99.5M Sell
426,826
-17,659
-4% -$3.94M 1.56% 2
2024
Q2 		$93.6M Buy
444,485
+166,106
+60% +$31M 1.62% 5
2024
Q1 		$47.7M Buy
278,379
+75,939
+38% +$13.8M 0.86% 8
2023
Q4 		$39M Buy
202,440
+31,120
+18% +$5.75M 0.98% 5
2023
Q3 		$29.3M Buy
171,320
+26,080
+18% +$4.78M 0.86% 9
2023
Q2 		$28.2M Buy
145,240
+30,993
+27% +$5.4M 0.99% 7
2023
Q1 		$18.8M Buy
+114,247
New +$16.9M 1.11% 10
2022
Q4 		– Sell
-28,067
Closed -$4.01M – 439
2022
Q3 		$3.88M Buy
28,067
+15,875
+130% +$2.49M 0.38% 64
2022
Q2 		$1.67M Buy
12,192
+1,447
+13% +$219K 0.21% 131
2022
Q1 		$1.88M Buy
10,745
+5,140
+92% +$864K 0.21% 126
2021
Q4 		$995K Buy
5,605
+3,555
+173% +$562K 0.11% 156
2021
Q3 		$290K Buy
2,050
+228
+13% +$33.6K 0.04% 203
2021
Q2 		$250K Buy
+1,822
New +$236K 0.03% 216
2020
Q4 		– Sell
-11,454
Closed -$1.33M – 163
2020
Q3 		$1.33M Sell
11,454
-3,862
-25% -$421K 0.41% 92
2020
Q2 		$1.4M Buy
+15,316
New +$1.19M 0.54% 65
2017
Q3 		– Sell
-41,872
Closed -$1.51M – 95
2017
Q2 		$1.51M Sell
41,872
-3,248
-7% -$120K 1.22% 41
2017
Q1 		$1.62M Buy
+45,120
New +$1.49M 1.66% 9

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

Empowered Funds's AAPL Position: Q1 2026 in Review

Empowered Funds opened a new position in Apple (AAPL) in Q1 2026: 1,611,127 shares worth $409M. The stake represents 2.61% of the portfolio and ranks #2 among its holdings. This is a return to the name: Empowered Funds previously reported a position in AAPL as recently as Q3 2025.

Empowered Funds first reported a position in AAPL in Q1 2017 and has held it in 22 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Empowered Funds held 1,611,127 shares of Apple worth $409M as of Q1 2026.
  • Apple was a new Empowered Funds position in Q1 2026.
  • Apple made up 2.61% of Empowered Funds's portfolio in Q1 2026, its #2 holding.
  • Empowered Funds first reported a position in Apple in Q1 2017 and has held it in 22 quarters since.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.