FIM
AAPL icon

Freedom Investment Management’s Apple AAPL Stock Holding History

Freedom Investment Management’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 		$2.24M Buy
8,832
+61
+0.7% +$15.9K 0.67% 23
2025
Q4 		$2.38M Sell
8,771
-2,090
-19% -$561K 0.69% 19
2025
Q3 		$2.77M Sell
10,861
-42,374
-80% -$9.57M 0.73% 19
2025
Q2 		$10.9M Buy
53,235
+3,844
+8% +$776K 0.87% 21
2025
Q1 		$11M Buy
49,391
+182
+0.4% +$42.2K 0.92% 19
2024
Q4 		$12.3M Sell
49,209
-3,866
-7% -$911K 1.02% 18
2024
Q3 		$12.4M Sell
53,075
-11,635
-18% -$2.6M 0.99% 17
2024
Q2 		$13.6M Sell
64,710
-2,533
-4% -$472K 1.12% 16
2024
Q1 		$11.5M Sell
67,243
-525
-0.8% -$95.5K 0.92% 19
2023
Q4 		$13M Sell
67,768
-5,105
-7% -$943K 1.06% 14
2023
Q3 		$12.5M Sell
72,873
-5,626
-7% -$1.03M 1.53% 5
2023
Q2 		$15.2M Sell
78,499
-5,752
-7% -$1M 1.71% 4
2023
Q1 		$13.9M Sell
84,251
-1,665
-2% -$246K 1.57% 4
2022
Q4 		$11.2M Buy
85,916
+30
+0% +$4.29K 1.26% 6
2022
Q3 		$11.9M Sell
85,886
-9,308
-10% -$1.46M 1.37% 5
2022
Q2 		$13M Sell
95,194
-12,276
-11% -$1.86M 1.39% 4
2022
Q1 		$18.8M Sell
107,470
-19,467
-15% -$3.27M 1.68% 4
2021
Q4 		$22.5M Sell
126,937
-465
-0.4% -$73.5K 1.65% 3
2021
Q3 		$18M Sell
127,402
-8,318
-6% -$1.22M 1.38% 8
2021
Q2 		$18.6M Buy
135,720
+8,918
+7% +$1.16M 1.38% 7
2021
Q1 		$15.5M Buy
126,802
+11,222
+10% +$1.44M 1.2% 10
2020
Q4 		$15.3M Sell
115,580
-4,226
-4% -$508K 1.68% 7
2020
Q3 		$13.9M Sell
119,806
-22,510
-16% -$2.46M 1.51% 8
2020
Q2 		$13M Sell
142,316
-19,936
-12% -$1.54M 1.41% 10
2020
Q1 		$13M Sell
162,252
-192
-0.1% -$14.1K 1.15% 10
2019
Q4 		$11.9M Sell
162,444
-20,172
-11% -$1.3M 1.05% 15
2019
Q3 		$10.2M Sell
182,616
-7,552
-4% -$395K 0.89% 14
2019
Q2 		$9.41M Buy
190,168
+9,476
+5% +$462K 0.79% 21
2019
Q1 		$8.58M Sell
180,692
-2,592
-1% -$110K 0.69% 20
2018
Q4 		$7.23M Buy
183,284
+10,032
+6% +$486K 0.56% 25
2018
Q3 		$9.89M Sell
173,252
-2,076
-1% -$108K 0.62% 17
2018
Q2 		$8.11M Sell
175,328
-83,772
-32% -$3.8M 0.49% 21
2018
Q1 		$10.9M Buy
259,100
+59,756
+30% +$2.57M 0.55% 21
2017
Q4 		$8.43M Sell
199,344
-3,952
-2% -$165K 0.43% 26
2017
Q3 		$7.83M Sell
203,296
-16,724
-8% -$649K 0.43% 28
2017
Q2 		$7.92M Sell
220,020
-14,304
-6% -$529K 0.45% 27
2017
Q1 		$8.42M Sell
234,324
-1,348
-0.6% -$44.4K 0.49% 24
2016
Q4 		$6.82M Sell
235,672
-948
-0.4% -$26.9K 0.43% 26
2016
Q3 		$6.69M Buy
236,620
+13,696
+6% +$363K 0.43% 26
2016
Q2 		$5.33M Sell
222,924
-13,356
-6% -$332K 0.36% 29
2016
Q1 		$6.44M Buy
236,280
+19,668
+9% +$490K 0.47% 23
2015
Q4 		$5.7M Buy
216,612
+154,592
+249% +$4.42M 0.43% 25
2015
Q3 		$216K Sell
62,020
-125,652
-67% -$3.68M 0.02% 590
2015
Q2 		$5.88M Buy
187,672
+5,668
+3% +$181K 0.6% 27
2015
Q1 		$5.66M Buy
182,004
+23,908
+15% +$722K 0.62% 25
2014
Q4 		$4.36M Buy
158,096
+17,860
+13% +$486K 0.57% 23
2014
Q3 		$3.53M Buy
140,236
+5,964
+4% +$146K 0.62% 20
2014
Q2 		$3.12M Buy
134,272
+14,712
+12% +$313K 0.52% 19
2014
Q1 		$2.29M Buy
119,560
+20,944
+21% +$398K 0.49% 22
2013
Q4 		$1.98M Buy
98,616
+7,364
+8% +$139K 0.49% 25
2013
Q3 		$1.55M Sell
91,252
-12,124
-12% -$201K 0.44% 34
2013
Q2 		$1.46M Buy
+103,376
New +$1.59M 0.5% 33

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

Freedom Investment Management's AAPL Position: Q1 2026 in Review

Freedom Investment Management increased its Apple (AAPL) stake by 0.7% in Q1 2026, buying an estimated $15.9K and bringing the position to 8,832 shares worth $2.24M. The position accounts for 0.67% of the portfolio, ranked #23.

Freedom Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.5M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Freedom Investment Management held 8,832 shares of Apple worth $2.24M as of Q1 2026.
  • Freedom Investment Management bought 61 Apple shares in Q1 2026, an estimated $15.9K.
  • Apple made up 0.67% of Freedom Investment Management's portfolio in Q1 2026, its #23 holding.
  • Freedom Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's Apple position peaked at $22.5M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.