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Freestone Capital Holdings’s Apple AAPL Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-16,800
Closed -$286K – 293
2013
Q3 		$286K Buy
+16,800
New +$279K 0.05% 284

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

Freestone Capital Holdings's AAPL Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $2.19M and leaving 509,077 shares worth $129M. The position accounts for 3.92% of the portfolio, ranked #5.

Freestone Capital Holdings first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $141M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Freestone Capital Holdings held 509,077 shares of Apple worth $129M as of Q1 2026.
  • Freestone Capital Holdings sold 8,398 Apple shares in Q1 2026, an estimated $2.19M.
  • Apple made up 3.92% of Freestone Capital Holdings's portfolio in Q1 2026, its #5 holding.
  • Freestone Capital Holdings first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Freestone Capital Holdings's Apple position peaked at $141M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.