First Manhattan’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27B | Sell |
5,016,495
-157,254
| -3% | -$40.9M | 3.53% | 3 |
|
|
2025
Q4 | $1.41B | Sell |
5,173,749
-89,826
| -2% | -$24.1M | 3.69% | 3 |
|
|
2025
Q3 | $1.34B | Sell |
5,263,575
-248,719
| -5% | -$56.2M | 3.54% | 3 |
|
|
2025
Q2 | $1.13B | Sell |
5,512,294
-779,243
| -12% | -$157M | 3.19% | 4 |
|
|
2025
Q1 | $1.4B | Sell |
6,291,537
-241,647
| -4% | -$56M | 4.08% | 3 |
|
|
2024
Q4 | $1.64B | Sell |
6,533,184
-142,798
| -2% | -$33.7M | 4.8% | 3 |
|
|
2024
Q3 | $1.56B | Sell |
6,675,982
-66,272
| -1% | -$14.8M | 4.61% | 3 |
|
|
2024
Q2 | $1.42B | Sell |
6,742,254
-160,988
| -2% | -$30M | 4.55% | 3 |
|
|
2024
Q1 | $1.18B | Sell |
6,903,242
-217,308
| -3% | -$39.5M | 3.84% | 3 |
|
|
2023
Q4 | $1.37B | Sell |
7,120,550
-280,627
| -4% | -$51.8M | 4.75% | 3 |
|
|
2023
Q3 | $1.26B | Sell |
7,401,177
-657,948
| -8% | -$121M | 4.67% | 3 |
|
|
2023
Q2 | $1.56B | Sell |
8,059,125
-117,549
| -1% | -$20.5M | 5.71% | 3 |
|
|
2023
Q1 | $1.34B | Sell |
8,176,674
-378,268
| -4% | -$55.8M | 5.16% | 3 |
|
|
2022
Q4 | $1.11B | Sell |
8,554,942
-816,799
| -9% | -$117M | 4.06% | 3 |
|
|
2022
Q3 | $1.29B | Sell |
9,371,741
-381,674
| -4% | -$59.9M | 5.47% | 2 |
|
|
2022
Q2 | $1.33B | Sell |
9,753,415
-92,499
| -0.9% | -$14M | 5.36% | 2 |
|
|
2022
Q1 | $1.72B | Sell |
9,845,914
-64,440
| -0.7% | -$10.8M | 5.62% | 2 |
|
|
2021
Q4 | $1.76B | Sell |
9,910,354
-106,616
| -1% | -$16.8M | 5.8% | 2 |
|
|
2021
Q3 | $1.42B | Buy |
10,016,970
+15,156
| +0.2% | +$2.23M | 5.22% | 3 |
|
|
2021
Q2 | $1.37B | Sell |
10,001,814
-67,975
| -0.7% | -$8.81M | 5% | 3 |
|
|
2021
Q1 | $1.23B | Sell |
10,069,789
-361,016
| -3% | -$46.3M | 5.3% | 2 |
|
|
2020
Q4 | $1.38B | Sell |
10,430,805
-369,192
| -3% | -$44.4M | 6.62% | 2 |
|
|
2020
Q3 | $1.25B | Sell |
10,799,997
-350,051
| -3% | -$38.2M | 6.44% | 2 |
|
|
2020
Q2 | $1.02B | Sell |
11,150,048
-237,856
| -2% | -$18.4M | 5.88% | 3 |
|
|
2020
Q1 | $724M | Sell |
11,387,904
-203,252
| -2% | -$14.9M | 4.69% | 3 |
|
|
2019
Q4 | $851M | Sell |
11,591,156
-182,720
| -2% | -$11.8M | 4.27% | 3 |
|
|
2019
Q3 | $659M | Sell |
11,773,876
-145,536
| -1% | -$7.61M | 3.63% | 4 |
|
|
2019
Q2 | $590M | Sell |
11,919,412
-656,748
| -5% | -$32M | 3.27% | 4 |
|
|
2019
Q1 | $597M | Sell |
12,576,160
-251,376
| -2% | -$10.7M | 3.45% | 4 |
|
|
2018
Q4 | $506M | Sell |
12,827,536
-154,204
| -1% | -$7.48M | 3.15% | 4 |
|
|
2018
Q3 | $733M | Sell |
12,981,740
-144,764
| -1% | -$7.54M | 3.9% | 2 |
|
|
2018
Q2 | $607M | Sell |
13,126,504
-426,416
| -3% | -$19.3M | 3.5% | 3 |
|
|
2018
Q1 | $568M | Sell |
13,552,920
-154,892
| -1% | -$6.67M | 3.23% | 4 |
|
|
2017
Q4 | $580M | Buy |
13,707,812
+105,748
| +0.8% | +$4.42M | 3.18% | 4 |
|
|
2017
Q3 | $524M | Sell |
13,602,064
-283,076
| -2% | -$11M | 3% | 4 |
|
|
2017
Q2 | $500M | Sell |
13,885,140
-420,188
| -3% | -$15.5M | 2.92% | 5 |
|
|
2017
Q1 | $514M | Sell |
14,305,328
-657,076
| -4% | -$21.6M | 3.05% | 4 |
|
|
2016
Q4 | $433M | Sell |
14,962,404
-152,844
| -1% | -$4.33M | 2.63% | 6 |
|
|
2016
Q3 | $427M | Buy |
15,115,248
+157,768
| +1% | +$4.18M | 2.61% | 6 |
|
|
2016
Q2 | $357M | Buy |
14,957,480
+4,144,100
| +38% | +$103M | 2.2% | 7 |
|
|
2016
Q1 | $295M | Buy |
10,813,380
+1,601,892
| +17% | +$39.9M | 1.81% | 9 |
|
|
2015
Q4 | $242M | Buy |
9,211,488
+788,776
| +9% | +$22.5M | 1.49% | 15 |
|
|
2015
Q3 | $232M | Buy |
8,422,712
+1,010,088
| +14% | +$29.6M | 1.49% | 15 |
|
|
2015
Q2 | $232M | Sell |
7,412,624
-40,868
| -0.5% | -$1.31M | 1.37% | 14 |
|
|
2015
Q1 | $232M | Buy |
7,453,492
+100,076
| +1% | +$3.02M | 1.34% | 13 |
|
|
2014
Q4 | $203M | Sell |
7,353,416
-110,268
| -1% | -$3M | 1.15% | 16 |
|
|
2014
Q3 | $188M | Buy |
7,463,684
+116,204
| +2% | +$2.85M | 1.09% | 17 |
|
|
2014
Q2 | $171M | Buy |
7,347,480
+38,164
| +0.5% | +$812K | 1.08% | 16 |
|
|
2014
Q1 | $140M | Buy |
7,309,316
+60,032
| +0.8% | +$1.14M | 0.92% | 21 |
|
|
2013
Q4 | $145M | Sell |
7,249,284
-1,596
| -0% | -$30.2K | 0.96% | 23 |
|
|
2013
Q3 | $123M | Buy |
7,250,880
+32,704
| +0.5% | +$542K | 0.86% | 27 |
|
|
2013
Q2 | $115M | Buy |
+7,218,176
| New | +$111M | 0.79% | 29 |
|
Other funds holding AAPL
VCM
VPM
First Manhattan's AAPL Position: Q1 2026 in Review
First Manhattan reduced its Apple (AAPL) stake by 3% in Q1 2026, selling an estimated $40.9M and leaving 5,016,495 shares worth $1.27B. The position accounts for 3.53% of the portfolio, ranked #3.
First Manhattan first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76B in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- First Manhattan held 5,016,495 shares of Apple worth $1.27B as of Q1 2026.
- First Manhattan sold 157,254 Apple shares in Q1 2026, an estimated $40.9M.
- Apple made up 3.53% of First Manhattan's portfolio in Q1 2026, its #3 holding.
- First Manhattan first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Apple position peaked at $1.76B in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.