Haven Private’s Apple AAPL Stock Holding History

Haven Private’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	$7.99M	Sell	31,482 -138	-0.4%	-$35.9K	3.48%	3
2025 Q4	$8.6M	Sell	31,620 -203	-0.6%	-$54.5K	3.76%	3
2025 Q3	$8.1M	Sell	31,823 -6,578	-17%	-$1.49M	3.58%	4
2025 Q2	$7.88M	Buy	38,401 +26,219	+215%	+$5.29M	3.49%	4
2025 Q1	$2.71M	Buy	12,182 +670	+6%	+$155K	1.53%	15
2024 Q4	$2.88M	Buy	+11,512	New	+$2.71M	1.61%	15

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

Haven Private's AAPL Position: Q1 2026 in Review

Haven Private reduced its Apple (AAPL) stake by 0.44% in Q1 2026, selling an estimated $35.9K and leaving 31,482 shares worth $7.99M. The position accounts for 3.48% of the portfolio, ranked #3.

Haven Private first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.6M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Haven Private held 31,482 shares of Apple worth $7.99M as of Q1 2026.
Haven Private sold 138 Apple shares in Q1 2026, an estimated $35.9K.
Apple made up 3.48% of Haven Private's portfolio in Q1 2026, its #3 holding.
Haven Private first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Haven Private's Apple position peaked at $8.6M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.