IFO
AAPL icon

Independent Family Office’s Apple AAPL Stock Holding History

Independent Family Office’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 		$2.27M Buy
8,957
+1,324
+17% +$345K 0.94% 18
2025
Q4 		$2.08M Buy
7,633
+110
+1% +$29.5K 0.87% 19
2025
Q3 		$1.92M Sell
7,523
-334
-4% -$75.5K 0.81% 22
2025
Q2 		$1.61M Buy
7,857
+1,533
+24% +$310K 0.75% 23
2025
Q1 		$1.4M Hold
6,324
– – 0.74% 25
2024
Q4 		$1.53M Sell
6,324
-500
-7% -$118K 0.79% 24
2024
Q3 		$1.56M Buy
6,824
+1,796
+36% +$401K 0.78% 22
2024
Q2 		$1.08M Sell
5,028
-1,501
-23% -$280K 0.61% 30
2024
Q1 		$1.12M Buy
6,529
+244
+4% +$44.4K 0.6% 30
2023
Q4 		$1.21M Buy
6,285
+280
+5% +$51.7K 0.68% 29
2023
Q3 		$1.03M Buy
6,005
+545
+10% +$99.9K 0.64% 30
2023
Q2 		$1.06M Hold
5,460
– – 0.64% 30
2023
Q1 		$900K Hold
5,460
– – 0.52% 35
2022
Q4 		$709K Sell
5,460
-5
-0.1% -$715 0.43% 39
2022
Q3 		$755K Sell
5,465
-280
-5% -$43.9K 0.37% 38
2022
Q2 		$785 Buy
5,745
+285
+5% +$43.2K 0.39% 35
2022
Q1 		$953K Sell
5,460
-225
-4% -$37.8K 0.31% 34
2021
Q4 		$1.01M Buy
5,685
+730
+15% +$115K 0.38% 26
2021
Q3 		$703K Sell
4,955
-750
-13% -$110K 0.29% 28
2021
Q2 		$781K Buy
5,705
+1,278
+29% +$166K 0.3% 28
2021
Q1 		$697K Sell
4,427
-1,278
-22% -$164K 0.27% 30
2020
Q4 		$757K Buy
5,705
+365
+7% +$43.9K 0.32% 30
2020
Q3 		$618K Sell
5,340
-400
-7% -$43.6K 0.29% 30
2020
Q2 		$524K Buy
5,740
+160
+3% +$12.4K 0.27% 32
2020
Q1 		$355K Buy
5,580
+400
+8% +$29.4K 0.22% 38
2019
Q4 		$380K Buy
+5,180
New +$333K 0.24% 36

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

Independent Family Office's AAPL Position: Q1 2026 in Review

Independent Family Office increased its Apple (AAPL) stake by 17% in Q1 2026, buying an estimated $345K and bringing the position to 8,957 shares worth $2.27M. The position accounts for 0.94% of the portfolio, ranked #18.

Independent Family Office first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Independent Family Office held 8,957 shares of Apple worth $2.27M as of Q1 2026.
  • Independent Family Office bought 1,324 Apple shares in Q1 2026, an estimated $345K.
  • Apple made up 0.94% of Independent Family Office's portfolio in Q1 2026, its #18 holding.
  • Independent Family Office first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.