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Herold Advisors’s Apple AAPL Stock Holding History

Herold Advisors’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 		$21.3M Buy
83,949
+2,050
+3% +$534K 4.68% 1
2025
Q4 		$22.3M Sell
81,899
-2,746
-3% -$737K 4.98% 1
2025
Q3 		$21.6M Sell
84,645
-10,400
-11% -$2.35M 5% 1
2025
Q2 		$19.5M Sell
95,045
-4,625
-5% -$934K 4.09% 1
2025
Q1 		$22.1M Buy
99,670
+4,076
+4% +$944K 4.86% 1
2024
Q4 		$23.9M Sell
95,594
-1,332
-1% -$314K 5.22% 1
2024
Q3 		$22.6M Sell
96,926
-648
-0.7% -$145K 4.9% 1
2024
Q2 		$20.6M Buy
97,574
+1,415
+1% +$264K 4.75% 1
2024
Q1 		$16.5M Buy
96,159
+3,897
+4% +$709K 3.99% 1
2023
Q4 		$17.8M Sell
92,262
-505
-0.5% -$93.2K 4.91% 1
2023
Q3 		$15.9M Sell
92,767
-1,306
-1% -$240K 4.83% 1
2023
Q2 		$18.2M Sell
94,073
-1,591
-2% -$277K 5.59% 1
2023
Q1 		$15.8M Buy
95,664
+4,157
+5% +$613K 5.45% 1
2022
Q4 		$11.9M Buy
91,507
+7,981
+10% +$1.14M 5.03% 1
2022
Q3 		$11.5M Buy
83,526
+405
+0.5% +$63.6K 5.55% 1
2022
Q2 		$11.4M Sell
83,121
-102
-0.1% -$15.4K 5.06% 1
2022
Q1 		$14.5M Buy
83,223
+1,454
+2% +$245K 5.17% 1
2021
Q4 		$14.5M Sell
81,769
-273
-0.3% -$43.1K 5.64% 1
2021
Q3 		$11.6M Buy
+82,042
New +$12.1M 4.52% 1

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

Herold Advisors's AAPL Position: Q1 2026 in Review

Herold Advisors increased its Apple (AAPL) stake by 2.5% in Q1 2026, buying an estimated $534K and bringing the position to 83,949 shares worth $21.3M. The position accounts for 4.68% of the portfolio, ranked #1.

Herold Advisors first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $23.9M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Herold Advisors held 83,949 shares of Apple worth $21.3M as of Q1 2026.
  • Herold Advisors bought 2,050 Apple shares in Q1 2026, an estimated $534K.
  • Apple made up 4.68% of Herold Advisors's portfolio in Q1 2026, its #1 holding.
  • Herold Advisors first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Apple position peaked at $23.9M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.