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Ewing Morris & Co Investment Partners’s Apple AAPL Stock Holding History

Ewing Morris & Co Investment Partners’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 		$690K Sell
2,717
-696
-20% -$181K 0.31% 56
2025
Q4 		$939K Buy
3,413
+1,640
+92% +$440K 0.41% 54
2025
Q3 		$451K Sell
1,773
-60
-3% -$13.6K 0.19% 72
2025
Q2 		$376K Buy
1,833
+353
+24% +$71.3K 0.17% 82
2025
Q1 		$473K Sell
1,480
-11,037
-88% -$2.56M 0.15% 76
2024
Q4 		$3.13M Buy
+12,517
New +$2.95M 1.08% 27

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

Ewing Morris & Co Investment Partners's AAPL Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its Apple (AAPL) stake by 20% in Q1 2026, selling an estimated $181K and leaving 2,717 shares worth $690K. The position accounts for 0.31% of the portfolio, ranked #56.

Ewing Morris & Co Investment Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.13M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 2,717 shares of Apple worth $690K as of Q1 2026.
  • Ewing Morris & Co Investment Partners sold 696 Apple shares in Q1 2026, an estimated $181K.
  • Apple made up 0.31% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #56 holding.
  • Ewing Morris & Co Investment Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Ewing Morris & Co Investment Partners's Apple position peaked at $3.13M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.