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Index Fund Advisors’s Apple AAPL Stock Holding History

Index Fund 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 		$5.51M Sell
21,712
-116
-0.5% -$30.2K 0.25% 28
2025
Q4 		$5.93M Sell
21,828
-2,042
-9% -$548K 0.28% 26
2025
Q3 		$6.08M Buy
23,870
+8,515
+55% +$1.92M 0.29% 22
2025
Q2 		$3.15M Sell
15,355
-226
-1% -$45.6K 0.18% 28
2025
Q1 		$3.46M Sell
15,581
-45,957
-75% -$10.6M 0.21% 18
2024
Q4 		$15.4M Sell
61,538
-1,870
-3% -$441K 0.83% 9
2024
Q3 		$14.8M Sell
63,408
-247
-0.4% -$55.2K 0.78% 10
2024
Q2 		$13.4M Buy
63,655
+3,633
+6% +$678K 0.76% 10
2024
Q1 		$10.3M Buy
60,022
+271
+0.5% +$49.3K 0.57% 10
2023
Q4 		$11.5M Sell
59,751
-3,562
-6% -$658K 0.68% 10
2023
Q3 		$10.8M Buy
63,313
+3,078
+5% +$564K 0.72% 8
2023
Q2 		$11.7M Sell
60,235
-24
-0% -$4.18K 0.76% 8
2023
Q1 		$9.94M Sell
60,259
-513
-0.8% -$75.7K 0.68% 8
2022
Q4 		$7.9M Sell
60,772
-32,226
-35% -$4.61M 0.56% 8
2022
Q3 		$12.9M Sell
92,998
-372
-0.4% -$58.4K 1% 7
2022
Q2 		$12.8M Buy
93,370
+2,791
+3% +$423K 0.97% 7
2022
Q1 		$15.8M Sell
90,579
-4,147
-4% -$697K 1.18% 6
2021
Q4 		$16.8M Buy
+94,726
New +$15M 1.2% 6

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

Index Fund Advisors's AAPL Position: Q1 2026 in Review

Index Fund Advisors reduced its Apple (AAPL) stake by 0.53% in Q1 2026, selling an estimated $30.2K and leaving 21,712 shares worth $5.51M. The position accounts for 0.25% of the portfolio, ranked #28.

Index Fund Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.8M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Index Fund Advisors held 21,712 shares of Apple worth $5.51M as of Q1 2026.
  • Index Fund Advisors sold 116 Apple shares in Q1 2026, an estimated $30.2K.
  • Apple made up 0.25% of Index Fund Advisors's portfolio in Q1 2026, its #28 holding.
  • Index Fund Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's Apple position peaked at $16.8M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.