Gifford Fong Associates’s Apple AAPL Stock Holding History

Gifford Fong Associates’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
2025 Q4	$22.1M	Hold	81,169	–	–	4.4%	3
2025 Q3	$20.7M	Hold	81,169	–	–	4.34%	3
2025 Q2	$16.7M	Hold	81,169	–	–	3.83%	4
2025 Q1	$18M	Hold	81,169	–	–	4.49%	3
2024 Q4	$20.3M	Hold	81,169	–	–	4.99%	3
2024 Q3	$18.9M	Hold	81,169	–	–	4.73%	2
2024 Q2	$17.1M	Hold	81,169	–	–	4.53%	3
2024 Q1	$13.9M	Sell	81,169 -72,501	-47%	-$13.2M	3.84%	4
2023 Q4	$29.6M	Hold	153,670	–	–	6.29%	2
2023 Q3	$26.3M	Hold	153,670	–	–	6.29%	2
2023 Q2	$29.8M	Hold	153,670	–	–	7%	2
2023 Q1	$25.3M	Sell	153,670 -102,330	-40%	-$15.1M	6.67%	2
2022 Q4	$33.3M	Hold	256,000	–	–	7.63%	1
2022 Q3	$35.4M	Hold	256,000	–	–	8.75%	1
2022 Q2	$35M	Hold	256,000	–	–	8.16%	1
2022 Q1	$44.7M	Hold	256,000	–	–	8.17%	2
2021 Q4	$45.5M	Hold	256,000	–	–	7.95%	2
2021 Q3	$36.2M	Hold	256,000	–	–	7.04%	3
2021 Q2	$35.1M	Hold	256,000	–	–	6.82%	3
2021 Q1	$31.3M	Hold	256,000	–	–	6.72%	2
2020 Q4	$34M	Hold	256,000	–	–	7.88%	2
2020 Q3	$29.6M	Hold	256,000	–	–	7.94%	2
2020 Q2	$23.3M	Hold	256,000	–	–	7.07%	2
2020 Q1	$16.3M	Buy	256,000 +100,000	+64%	+$7.35M	5.97%	2
2019 Q4	$11.5M	Hold	156,000	–	–	3.34%	5
2019 Q3	$8.73M	Hold	156,000	–	–	2.86%	7
2019 Q2	$7.72M	Sell	156,000 -100,000	-39%	-$4.87M	2.58%	6
2019 Q1	$12.2M	Hold	256,000	–	–	4.01%	3
2018 Q4	$10.1M	Sell	256,000 -40,000	-14%	-$1.94M	3.81%	4
2018 Q3	$16.7M	Hold	296,000	–	–	5.31%	2
2018 Q2	$13.7M	Buy	296,000 +20,000	+7%	+$907K	4.73%	3
2018 Q1	$11.6M	Buy	+276,000	New	+$11.9M	4.73%	4

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gifford Fong Associates's AAPL Position: Q4 2025 in Review

Gifford Fong Associates held its Apple (AAPL) position steady in Q4 2025 at 81,169 shares worth $22.1M. The position accounts for 4.4% of the portfolio, ranked #3.

Gifford Fong Associates first reported a position in AAPL in Q1 2018 and has held it in 32 quarters since. The position peaked at $45.5M in Q4 2021. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

Gifford Fong Associates held 81,169 shares of Apple worth $22.1M as of Q4 2025.
Gifford Fong Associates left its Apple share count unchanged in Q4 2025.
Apple made up 4.4% of Gifford Fong Associates's portfolio in Q4 2025, its #3 holding.
Gifford Fong Associates first reported a position in Apple in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Apple position peaked at $45.5M in Q4 2021.
6,092 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.