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Fort Sheridan Advisors’s Apple AAPL Stock Holding History

Fort Sheridan Advisors’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 		$68.9M Buy
271,517
+8,350
+3% +$2.17M 8.33% 1
2025
Q4 		$71.5M Buy
263,167
+3,058
+1% +$821K 9.09% 2
2025
Q3 		$66.2M Sell
260,109
-2,931
-1% -$662K 8.66% 2
2025
Q2 		$54M Sell
263,040
-14,757
-5% -$2.98M 7.69% 2
2025
Q1 		$61.7M Sell
277,797
-14,134
-5% -$3.27M 9.37% 1
2024
Q4 		$73.1M Sell
291,931
-1,790
-0.6% -$422K 10.67% 1
2024
Q3 		$68.4M Buy
293,721
+5,733
+2% +$1.28M 10.39% 1
2024
Q2 		$60.7M Buy
287,988
+13,510
+5% +$2.52M 9.8% 2
2024
Q1 		$47.1M Sell
274,478
-2,613
-0.9% -$475K 8.87% 2
2023
Q4 		$53.3M Buy
277,091
+13,003
+5% +$2.4M 10.65% 2
2023
Q3 		$45.2M Buy
264,088
+14,701
+6% +$2.7M 10.25% 1
2023
Q2 		$48.4M Buy
249,387
+31,036
+14% +$5.41M 11.04% 1
2023
Q1 		$36M Buy
218,351
+19,685
+10% +$2.9M 9.14% 2
2022
Q4 		$25.8M Sell
198,666
-1,254
-0.6% -$179K 8.4% 3
2022
Q3 		$27.6M Buy
199,920
+590
+0.3% +$92.6K 9.31% 2
2022
Q2 		$27.3M Buy
199,330
+17,407
+10% +$2.64M 8.86% 3
2022
Q1 		$31.8M Buy
181,923
+2,197
+1% +$369K 9.32% 2
2021
Q4 		$31.9M Buy
179,726
+5,304
+3% +$838K 9.21% 2
2021
Q3 		$24.7M Buy
174,422
+2,312
+1% +$340K 8.08% 3
2021
Q2 		$23.6M Buy
172,110
+7,911
+5% +$1.03M 7.86% 3
2021
Q1 		$20.1M Buy
164,199
+8,185
+5% +$1.05M 7.96% 2
2020
Q4 		$20.7M Buy
156,014
+5,156
+3% +$620K 10.1% 2
2020
Q3 		$17.5M Sell
150,858
-17,534
-10% -$1.91M 10.35% 2
2020
Q2 		$15.4M Buy
168,392
+25,264
+18% +$1.96M 9.44% 3
2020
Q1 		$9.1M Sell
143,128
-21,452
-13% -$1.58M 6.7% 3
2019
Q4 		$12.1M Sell
164,580
-1,188
-0.7% -$76.4K 6.48% 2
2019
Q3 		$9.28M Sell
165,768
-3,920
-2% -$205K 5.2% 5
2019
Q2 		$8.4M Buy
169,688
+5,040
+3% +$246K 4.86% 6
2019
Q1 		$7.82M Buy
164,648
+9,392
+6% +$398K 5.12% 6
2018
Q4 		$6.12M Buy
+155,256
New +$7.53M 4.34% 6

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

Fort Sheridan Advisors's AAPL Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Apple (AAPL) stake by 3.2% in Q1 2026, buying an estimated $2.17M and bringing the position to 271,517 shares worth $68.9M. The position accounts for 8.33% of the portfolio, ranked #1.

Fort Sheridan Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $73.1M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fort Sheridan Advisors held 271,517 shares of Apple worth $68.9M as of Q1 2026.
  • Fort Sheridan Advisors bought 8,350 Apple shares in Q1 2026, an estimated $2.17M.
  • Apple made up 8.33% of Fort Sheridan Advisors's portfolio in Q1 2026, its #1 holding.
  • Fort Sheridan Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Fort Sheridan Advisors's Apple position peaked at $73.1M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.