EI
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Ethic Inc’s Apple AAPL Stock Holding History

Ethic Inc’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 		$379M Buy
1,492,645
+20,644
+1% +$5.37M 5.93% 2
2025
Q4 		$400M Buy
1,472,001
+67,596
+5% +$18.1M 6.15% 2
2025
Q3 		$358M Buy
1,404,405
+10,777
+0.8% +$2.43M 5.88% 2
2025
Q2 		$280M Buy
1,393,628
+28,228
+2% +$5.7M 5.02% 3
2025
Q1 		$305M Buy
1,365,400
+103,302
+8% +$23.9M 6.17% 1
2024
Q4 		$316M Buy
1,262,098
+246,256
+24% +$58M 6.38% 1
2024
Q3 		$174M Sell
1,015,842
-99,162
-9% -$22.1M 4.4% 2
2024
Q2 		$235M Buy
1,115,004
+99,162
+10% +$18.5M 5.51% 2
2024
Q1 		$174M Buy
1,015,842
+51,393
+5% +$9.34M 4.4% 2
2023
Q4 		$186M Buy
964,449
+9,441
+1% +$1.74M 5.49% 1
2023
Q3 		$164M Buy
955,008
+75,596
+9% +$13.9M 5.74% 1
2023
Q2 		$171M Buy
879,412
+36,105
+4% +$6.29M 6.32% 1
2023
Q1 		$139M Buy
843,307
+225,842
+37% +$33.3M 5.64% 1
2022
Q4 		$80.2M Sell
617,465
-28,041
-4% -$4.01M 4.33% 1
2022
Q3 		$89.2M Buy
645,506
+53,988
+9% +$8.47M 6.06% 1
2022
Q2 		$80.9M Buy
591,518
+77,969
+15% +$11.8M 5.64% 1
2022
Q1 		$89.7M Buy
513,549
+32,849
+7% +$5.52M 6.19% 1
2021
Q4 		$85.4M Buy
480,700
+84,019
+21% +$13.3M 6.58% 1
2021
Q3 		$56.1M Buy
396,681
+62,362
+19% +$9.18M 5.74% 1
2021
Q2 		$45.8M Buy
334,319
+81,444
+32% +$10.6M 5.55% 1
2021
Q1 		$30.9M Buy
252,875
+62,949
+33% +$8.08M 5.51% 1
2020
Q4 		$25.2M Buy
189,926
+38,809
+26% +$4.67M 6.66% 1
2020
Q3 		$17.5M Buy
151,117
+32,925
+28% +$3.59M 6.69% 1
2020
Q2 		$10.8M Buy
118,192
+11,864
+11% +$919K 6.13% 1
2020
Q1 		$6.76M Buy
106,328
+12,836
+14% +$944K 5.64% 1
2019
Q4 		$6.86M Buy
+93,492
New +$6.01M 5.05% 1

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

Ethic Inc's AAPL Position: Q1 2026 in Review

Ethic Inc increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $5.37M and bringing the position to 1,492,645 shares worth $379M. The position accounts for 5.93% of the portfolio, ranked #2.

Ethic Inc first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $400M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ethic Inc held 1,492,645 shares of Apple worth $379M as of Q1 2026.
  • Ethic Inc bought 20,644 Apple shares in Q1 2026, an estimated $5.37M.
  • Apple made up 5.93% of Ethic Inc's portfolio in Q1 2026, its #2 holding.
  • Ethic Inc first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's Apple position peaked at $400M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.