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Equitable Holdings’s Apple AAPL Stock Holding History

Equitable Holdings’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 		$297M Buy
1,105,458
+293,937
+36% +$76.5M 1.91% 3
2025
Q4 		$221M Buy
811,521
+55,771
+7% +$15M 1.51% 11
2025
Q3 		$192M Buy
755,750
+26,781
+4% +$6.05M 1.42% 12
2025
Q2 		$150M Buy
728,969
+101,117
+16% +$20.4M 1.23% 15
2025
Q1 		$139M Buy
627,852
+37,443
+6% +$8.67M 1.32% 12
2024
Q4 		$148M Sell
590,409
-19,440
-3% -$4.58M 1.41% 12
2024
Q3 		$142M Buy
609,849
+23,621
+4% +$5.28M 1.38% 12
2024
Q2 		$123M Buy
586,228
+22,370
+4% +$4.17M 1.3% 13
2024
Q1 		$96.7M Sell
563,858
-27,621
-5% -$5.02M 1.09% 15
2023
Q4 		$114M Buy
591,479
+37,613
+7% +$6.94M 1.4% 12
2023
Q3 		$94.8M Buy
553,866
+25,252
+5% +$4.63M 1.36% 14
2023
Q2 		$103M Buy
528,614
+44,760
+9% +$7.8M 1.47% 13
2023
Q1 		$79.8M Buy
483,854
+11,283
+2% +$1.66M 1.28% 15
2022
Q4 		$61.4M Sell
472,571
-9,611
-2% -$1.37M 1.07% 21
2022
Q3 		$66.6M Sell
482,182
-4,466
-0.9% -$701K 1.3% 16
2022
Q2 		$66.5M Buy
486,648
+7,810
+2% +$1.18M 1.27% 16
2022
Q1 		$83.6M Buy
478,838
+12,102
+3% +$2.04M 1.37% 17
2021
Q4 		$82.9M Buy
466,736
+1,079
+0.2% +$171K 1.31% 18
2021
Q3 		$65.9M Buy
465,657
+9,699
+2% +$1.43M 1.12% 22
2021
Q2 		$62.4M Buy
455,958
+12,481
+3% +$1.62M 1.08% 22
2021
Q1 		$54.2M Sell
443,477
-4,595
-1% -$590K 1.15% 20
2020
Q4 		$59.5M Sell
448,072
-33,375
-7% -$4.01M 1.35% 15
2020
Q3 		$55.8M Buy
481,447
+15,371
+3% +$1.68M 1.44% 14
2020
Q2 		$42.5M Sell
466,076
-65,456
-12% -$5.07M 1.22% 18
2020
Q1 		$33.8M Buy
531,532
+39,708
+8% +$2.92M 1.21% 21
2019
Q4 		$36.1M Buy
+491,824
New +$31.6M 1.06% 23

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

Equitable Holdings's AAPL Position: Q1 2026 in Review

Equitable Holdings increased its Apple (AAPL) stake by 36% in Q1 2026, buying an estimated $76.5M and bringing the position to 1,105,458 shares worth $297M. The position accounts for 1.91% of the portfolio, ranked #3.

Equitable Holdings first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Equitable Holdings held 1,105,458 shares of Apple worth $297M as of Q1 2026.
  • Equitable Holdings bought 293,937 Apple shares in Q1 2026, an estimated $76.5M.
  • Apple made up 1.91% of Equitable Holdings's portfolio in Q1 2026, its #3 holding.
  • Equitable Holdings first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.