Fund Evaluation Group’s Apple AAPL Stock Holding History

Fund Evaluation Group’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	$415K	Buy	1,635 +40	+3%	+$10.4K	0.01%	62
2025 Q4	$434K	Buy	+1,595	New	+$428K	0.01%	53
2022 Q2	–	Sell	-42,312	Closed	-$7.39M	–	24
2022 Q1	$7.39M	Buy	+42,312	New	+$7.12M	0.51%	14
2018 Q4	–	Sell	-53,220	Closed	-$3M	–	21
2018 Q3	$3M	Sell	53,220 -12,000	-18%	-$625K	0.5%	13
2018 Q2	$3.02M	Hold	65,220	–	–	0.48%	12
2018 Q1	$2.74M	Sell	65,220 -30,320	-32%	-$1.31M	0.3%	18
2017 Q4	$4.04M	Buy	+95,540	New	+$3.99M	0.44%	13

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fund Evaluation Group's AAPL Position: Q1 2026 in Review

Fund Evaluation Group increased its Apple (AAPL) stake by 2.5% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,635 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #62.

Fund Evaluation Group first reported a position in AAPL in Q4 2017 and has held it in 7 quarters since. The position peaked at $7.39M in Q1 2022. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Fund Evaluation Group held 1,635 shares of Apple worth $415K as of Q1 2026.
Fund Evaluation Group bought 40 Apple shares in Q1 2026, an estimated $10.4K.
Apple made up 0.01% of Fund Evaluation Group's portfolio in Q1 2026, its #62 holding.
Fund Evaluation Group first reported a position in Apple in Q4 2017 and has held it in 7 quarters since.
Fund Evaluation Group's Apple position peaked at $7.39M in Q1 2022.
6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fund Evaluation Group's 13F filing for Q1 2026, filed 8 May 2026.