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Indie Asset Partners’s Apple AAPL Stock Holding History

Indie Asset Partners’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 		$6.97M Buy
27,452
+6,063
+28% +$1.58M 7.94% 2
2025
Q4 		$5.81M Buy
21,389
+933
+5% +$250K 6.48% 3
2025
Q3 		$5.21M Sell
20,456
-370
-2% -$83.6K 6.93% 3
2025
Q2 		$4.27M Sell
20,826
-13,788
-40% -$2.78M 7.77% 2
2025
Q1 		$7.69M Sell
34,614
-1,851
-5% -$429K 6.67% 2
2024
Q4 		$9.13M Sell
36,465
-415
-1% -$97.8K 7.17% 2
2024
Q3 		$8.59M Sell
36,880
-649
-2% -$145K 6.44% 2
2024
Q2 		$7.9M Buy
37,529
+1,297
+4% +$242K 6.29% 2
2024
Q1 		$6.21M Buy
36,232
+1,343
+4% +$244K 5.53% 2
2023
Q4 		$6.72M Buy
34,889
+61
+0.2% +$11.3K 6.06% 4
2023
Q3 		$5.96M Sell
34,828
-67
-0.2% -$12.3K 6.01% 4
2023
Q2 		$6.77M Sell
34,895
-768
-2% -$134K 7.36% 3
2023
Q1 		$5.88M Sell
35,663
-634
-2% -$93.5K 6.87% 3
2022
Q4 		$4.72M Sell
36,297
-721
-2% -$103K 5.17% 3
2022
Q3 		$5.12M Sell
37,018
-830
-2% -$130K 5.24% 4
2022
Q2 		$5.17M Sell
37,848
-174
-0.5% -$26.4K 4.57% 4
2022
Q1 		$6.64M Sell
38,022
-1,708
-4% -$287K 4.99% 4
2021
Q4 		$7.05M Sell
39,730
-2,861
-7% -$452K 5.12% 3
2021
Q3 		$6.03M Buy
42,591
+392
+0.9% +$57.7K 4.88% 3
2021
Q2 		$5.78M Sell
42,199
-2,048
-5% -$265K 4.69% 3
2021
Q1 		$5.41M Sell
44,247
-6,599
-13% -$847K 6.15% 2
2020
Q4 		$6.75M Sell
50,846
-6,926
-12% -$833K 7.85% 2
2020
Q3 		$6.69M Sell
57,772
-2,832
-5% -$309K 8.38% 2
2020
Q2 		$6.83M Sell
60,604
-11,204
-16% -$868K 8.57% 2
2020
Q1 		$4.57M Sell
71,808
-1,492
-2% -$110K 5.69% 3
2019
Q4 		$5.38M Buy
+73,300
New +$4.72M 5.72% 3

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

Indie Asset Partners's AAPL Position: Q1 2026 in Review

Indie Asset Partners increased its Apple (AAPL) stake by 28% in Q1 2026, buying an estimated $1.58M and bringing the position to 27,452 shares worth $6.97M. The position accounts for 7.94% of the portfolio, ranked #2.

Indie Asset Partners first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.13M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Indie Asset Partners held 27,452 shares of Apple worth $6.97M as of Q1 2026.
  • Indie Asset Partners bought 6,063 Apple shares in Q1 2026, an estimated $1.58M.
  • Apple made up 7.94% of Indie Asset Partners's portfolio in Q1 2026, its #2 holding.
  • Indie Asset Partners first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's Apple position peaked at $9.13M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.