Insight Advisors’s Apple AAPL Stock Holding History

Insight 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
2025 Q4	–	Sell	-400	Closed	-$102K	–	284
2025 Q3	$102K	Sell	400 -7,200	-95%	-$1.63M	0.02%	287
2025 Q2	$1.56M	Buy	7,600 +400	+6%	+$80.8K	0.25%	65
2025 Q1	$1.6M	Hold	7,200	–	–	0.28%	58
2024 Q4	$1.8M	Buy	+7,200	New	+$1.7M	0.3%	55
2024 Q3	–	Sell	-7,900	Closed	-$1.66M	–	301
2024 Q2	$1.66M	Hold	7,900	–	–	0.3%	56
2024 Q1	$1.35M	Buy	+7,900	New	+$1.44M	0.26%	68
2023 Q2	–	Sell	-7,900	Closed	-$1.3M	–	285
2023 Q1	$1.3M	Buy	7,900 +2,000	+34%	+$295K	0.31%	55
2022 Q4	$24.8K	Buy	+5,900	New	+$843K	0.01%	315

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight Advisors's AAPL Position: Q1 2026 in Review

Insight Advisors reduced its Apple (AAPL) stake by 6.8% in Q1 2026, selling an estimated $1.44M and leaving 76,241 shares worth $19.3M. The position accounts for 3.68% of the portfolio, ranked #6.

Insight Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $24M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Insight Advisors held 76,241 shares of Apple worth $19.3M as of Q1 2026.
Insight Advisors sold 5,525 Apple shares in Q1 2026, an estimated $1.44M.
Apple made up 3.68% of Insight Advisors's portfolio in Q1 2026, its #6 holding.
Insight Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
Insight Advisors's Apple position peaked at $24M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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