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Freestone Grove Partners’s Apple AAPL Stock Holding History

Freestone Grove 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 		$18M Buy
+70,839
New +$18.4M 0.13% 222
2025
Q4 		– Sell
-245,962
Closed -$62.6M – 715
2025
Q3 		$62.6M Buy
+245,962
New +$55.6M 0.47% 58
2025
Q2 		– Sell
-51,605
Closed -$11.5M – 648
2025
Q1 		$11.5M Buy
+51,605
New +$12M 0.12% 221

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 Grove Partners's AAPL Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Apple (AAPL) in Q1 2026: 70,839 shares worth $18M. The stake represents 0.13% of the portfolio and ranks #222 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in AAPL as recently as Q3 2025.

Freestone Grove Partners first reported a position in AAPL in Q1 2025 and has held it in 3 quarters since. The position peaked at $62.6M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Freestone Grove Partners held 70,839 shares of Apple worth $18M as of Q1 2026.
  • Apple was a new Freestone Grove Partners position in Q1 2026.
  • Apple made up 0.13% of Freestone Grove Partners's portfolio in Q1 2026, its #222 holding.
  • Freestone Grove Partners first reported a position in Apple in Q1 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Apple position peaked at $62.6M in Q3 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.