Investment Management Associates’s Apple AAPL Stock Holding History

Investment Management Associates’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	–	Sell	-3,119	Closed	-$848K	–	31
2025 Q4	$848K	Buy	+3,119	New	+$837K	0.23%	23
2025 Q3	–	Sell	-1,116	Closed	-$229K	–	31
2025 Q2	$229K	Sell	1,116 -119	-10%	-$24K	0.08%	27
2025 Q1	$274K	Hold	1,235	–	–	0.11%	21
2024 Q4	$309K	Sell	1,235 -46	-4%	-$10.8K	0.14%	23
2024 Q3	$298K	Buy	+1,281	New	+$286K	0.12%	28
2021 Q4	–	Sell	-15,380	Closed	-$2.18M	–	52
2021 Q3	$2.18M	Hold	15,380	–	–	1.13%	26
2021 Q2	$2.11M	Hold	15,380	–	–	1.1%	27
2021 Q1	$1.88M	Hold	15,380	–	–	1.1%	29
2020 Q4	$2.04M	Buy	+15,380	New	+$1.85M	1.52%	24

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

Investment Management Associates's AAPL Position: Q1 2026 in Review

Investment Management Associates sold out of Apple (AAPL) in Q1 2026, closing a stake of 3,119 shares — an estimated $848K sold.

Investment Management Associates first reported a position in AAPL in Q4 2020 and held it in 9 quarters. The position peaked at $2.18M in Q3 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Investment Management Associates reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
Investment Management Associates sold 3,119 Apple shares in Q1 2026, an estimated $848K.
Investment Management Associates first reported a position in Apple in Q4 2020 and held it in 9 quarters.
Investment Management Associates's Apple position peaked at $2.18M in Q3 2021.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Investment Management Associates's 13F filing for Q1 2026, filed 7 May 2026.