Global Endowment Management’s Apple AAPL Stock Holding History

Global Endowment 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	$20.1M	Hold	79,258	–	–	2.24%	9
2025 Q4	$21.5M	Buy	79,258 +2,246	+3%	+$603K	2.69%	9
2025 Q3	$19.6M	Hold	77,012	–	–	2.46%	10
2025 Q2	$15.8M	Hold	77,012	–	–	2.1%	9
2025 Q1	$17.1M	Sell	77,012 -6,628	-8%	-$1.54M	2.22%	8
2024 Q4	$20.9M	Sell	83,640 -7,434	-8%	-$1.75M	2.68%	7
2024 Q3	$21.2M	Sell	91,074 -2,551	-3%	-$570K	2.14%	9
2024 Q2	$19.7M	Hold	93,625	–	–	2.09%	8
2024 Q1	$16.1M	Hold	93,625	–	–	1.67%	11
2023 Q4	$18M	Buy	93,625 +36,160	+63%	+$6.68M	2.01%	8
2023 Q3	$9.84M	Buy	57,465 +47,300	+465%	+$8.67M	1.05%	16
2023 Q2	$1.97M	Hold	10,165	–	–	0.23%	40
2023 Q1	$1.68M	Hold	10,165	–	–	0.18%	49
2022 Q4	$1.32M	Sell	10,165 -120,670	-92%	-$17.2M	0.15%	61
2022 Q3	$18.1M	Hold	130,835	–	–	1.82%	10
2022 Q2	$17.9M	Buy	130,835 +2,868	+2%	+$434K	1.57%	11
2022 Q1	$22.3M	Sell	127,967 -6,141	-5%	-$1.03M	1.59%	13
2021 Q4	$23.8M	Buy	+134,108	New	+$21.2M	1.74%	13
2021 Q1	–	Sell	-2,174	Closed	-$288K	–	107
2020 Q4	$288K	Sell	2,174 -3,670	-63%	-$441K	0.02%	122
2020 Q3	$677K	Hold	5,844	–	–	0.05%	79
2020 Q2	$533K	Hold	5,844	–	–	0.04%	71
2020 Q1	$372K	Hold	5,844	–	–	0.03%	68
2019 Q4	$429K	Sell	5,844 -1,464	-20%	-$94.2K	0.03%	69
2019 Q3	$409K	Sell	7,308 -892	-11%	-$46.6K	0.04%	62
2019 Q2	$406K	Hold	8,200	–	–	0.04%	117
2019 Q1	$389K	Hold	8,200	–	–	0.06%	173
2018 Q4	$323K	Sell	8,200 -4,080	-33%	-$198K	0.07%	124
2018 Q3	$693K	Hold	12,280	–	–	0.09%	123
2018 Q2	$568K	Hold	12,280	–	–	0.07%	141
2018 Q1	$515K	Hold	12,280	–	–	0.07%	141
2017 Q4	$520K	Hold	12,280	–	–	0.08%	132
2017 Q3	$473K	Hold	12,280	–	–	0.07%	163
2017 Q2	$442K	Hold	12,280	–	–	0.06%	169
2017 Q1	$441K	Hold	12,280	–	–	0.06%	172
2016 Q4	$356K	Sell	12,280 -4,800	-28%	-$136K	0.06%	195
2016 Q3	$483K	Hold	17,080	–	–	0.08%	134
2016 Q2	$408K	Hold	17,080	–	–	0.09%	130
2016 Q1	$465K	Hold	17,080	–	–	0.1%	121
2015 Q4	$449K	Hold	17,080	–	–	0.08%	124
2015 Q3	$471K	Hold	17,080	–	–	0.07%	159
2015 Q2	$536K	Hold	17,080	–	–	0.07%	175
2015 Q1	$531K	Hold	17,080	–	–	0.08%	174
2014 Q4	$471K	Hold	17,080	–	–	0.08%	188
2014 Q3	$430K	Hold	17,080	–	–	0.07%	192
2014 Q2	$397K	Hold	17,080	–	–	0.06%	186
2014 Q1	$327K	Hold	17,080	–	–	0.05%	191
2013 Q4	$342K	Buy	17,080 +3,052	+22%	+$57.7K	0.07%	175
2013 Q3	$239K	Buy	+14,028	New	+$233K	0.06%	168

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

Global Endowment Management's AAPL Position: Q1 2026 in Review

Global Endowment Management held its Apple (AAPL) position steady in Q1 2026 at 79,258 shares worth $20.1M. The position accounts for 2.24% of the portfolio, ranked #9.

Global Endowment Management first reported a position in AAPL in Q3 2013 and has held it in 48 quarters since. The position peaked at $23.8M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Global Endowment Management held 79,258 shares of Apple worth $20.1M as of Q1 2026.
Global Endowment Management left its Apple share count unchanged in Q1 2026.
Apple made up 2.24% of Global Endowment Management's portfolio in Q1 2026, its #9 holding.
Global Endowment Management first reported a position in Apple in Q3 2013 and has held it in 48 quarters since.
Global Endowment Management's Apple position peaked at $23.8M in Q4 2021.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.