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IEQ Capital’s Apple AAPL Stock Holding History

IEQ Capital’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 		$684M Sell
2,695,851
-45,065
-2% -$11.7M 3.18% 3
2025
Q4 		$745M Buy
2,740,916
+191,071
+7% +$51.3M 2.23% 6
2025
Q3 		$649M Buy
2,549,845
+255,370
+11% +$57.7M 1.97% 6
2025
Q2 		$471M Sell
2,294,475
-144,369
-6% -$29.2M 2.88% 4
2025
Q1 		$542M Buy
2,438,844
+516,987
+27% +$120M 4.31% 3
2024
Q4 		$481M Buy
1,921,857
+143,229
+8% +$33.8M 4.65% 3
2024
Q3 		$414M Buy
1,778,628
+102,915
+6% +$23M 5.08% 3
2024
Q2 		$353M Buy
1,675,713
+70,266
+4% +$13.1M 4.75% 3
2024
Q1 		$275M Buy
1,605,447
+69,120
+4% +$12.6M 3.96% 5
2023
Q4 		$296M Buy
1,536,327
+7,209
+0.5% +$1.33M 4.92% 3
2023
Q3 		$262M Buy
1,529,118
+4,935
+0.3% +$905K 5.33% 2
2023
Q2 		$296M Buy
1,524,183
+70,707
+5% +$12.3M 5.96% 1
2023
Q1 		$240M Sell
1,453,476
-16,954
-1% -$2.5M 5.56% 1
2022
Q4 		$191M Buy
1,470,430
+2,158
+0.1% +$308K 5.35% 1
2022
Q3 		$203M Buy
1,468,272
+241,428
+20% +$37.9M 5.57% 1
2022
Q2 		$168M Buy
1,226,844
+40,594
+3% +$6.15M 5.08% 1
2022
Q1 		$207M Buy
1,186,250
+72,494
+7% +$12.2M 4.93% 2
2021
Q4 		$198M Buy
1,113,756
+61,459
+6% +$9.71M 4.57% 4
2021
Q3 		$149M Buy
1,052,297
+73,376
+7% +$10.8M 3.95% 5
2021
Q2 		$134M Buy
978,921
+98,197
+11% +$12.7M 3.94% 7
2021
Q1 		$108M Buy
880,724
+36,835
+4% +$4.73M 4.44% 6
2020
Q4 		$112M Buy
843,889
+5,775
+0.7% +$695K 4.98% 5
2020
Q3 		$97.1M Buy
838,114
+10,154
+1% +$1.11M 5.22% 5
2020
Q2 		$75.5M Sell
827,960
-2,880
-0.3% -$223K 4.9% 5
2020
Q1 		$52.8M Buy
830,840
+402,744
+94% +$29.6M 4.24% 6
2019
Q4 		$31.4M Buy
+428,096
New +$27.5M 2.76% 8

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

IEQ Capital's AAPL Position: Q1 2026 in Review

IEQ Capital reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $11.7M and leaving 2,695,851 shares worth $684M. The position accounts for 3.18% of the portfolio, ranked #3.

IEQ Capital first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $745M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IEQ Capital held 2,695,851 shares of Apple worth $684M as of Q1 2026.
  • IEQ Capital sold 45,065 Apple shares in Q1 2026, an estimated $11.7M.
  • Apple made up 3.18% of IEQ Capital's portfolio in Q1 2026, its #3 holding.
  • IEQ Capital first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Apple position peaked at $745M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.