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
2023 Q1	–	Sell	-96,325	Closed	-$12.5M	–	512
2022 Q4	$12.5M	Buy	+96,325	New	+$13.8M	0.82%	19

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 6,073 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.
6,073 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.