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IQ EQ Fund Management’s Apple AAPL Stock Holding History

IQ EQ Fund Management’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 		$21.9M Sell
86,194
-3,554
-4% -$925K 1.66% 11
2025
Q4 		$24.4M Sell
89,748
-151
-0.2% -$40.5K 1.68% 10
2025
Q3 		$22.9M Buy
89,899
+2,205
+3% +$498K 1.55% 11
2025
Q2 		$18M Buy
87,694
+54
+0.1% +$10.9K 1.6% 6
2025
Q1 		$19.5M Buy
87,640
+7,139
+9% +$1.65M 2.29% 5
2024
Q4 		$20.2M Buy
80,501
+465
+0.6% +$110K 2.38% 5
2024
Q3 		$18.6M Buy
80,036
+2,073
+3% +$463K 1.94% 5
2024
Q2 		$16.4M Sell
77,963
-373
-0.5% -$69.6K 1.88% 6
2024
Q1 		$13.4M Sell
78,336
-3,480
-4% -$633K 1.52% 7
2023
Q4 		$15.8M Buy
81,816
+78,120
+2,114% +$14.4M 1.86% 4
2023
Q3 		$633K Buy
3,696
+187
+5% +$34.3K 0.13% 163
2023
Q2 		$681K Sell
3,509
-462
-12% -$80.5K 0.13% 158
2023
Q1 		$655K Sell
3,971
-156
-4% -$23K 0.13% 138
2022
Q4 		$536K Sell
4,127
-75
-2% -$10.7K 0.11% 141
2022
Q3 		$581K Sell
4,202
-642
-13% -$101K 0.13% 141
2022
Q2 		$662K Sell
4,844
-525
-10% -$79.5K 0.13% 143
2022
Q1 		$937K Sell
5,369
-1,758
-25% -$296K 0.15% 140
2021
Q4 		$1.27M Sell
7,127
-19,842
-74% -$3.14M 0.19% 141
2021
Q3 		$3.82M Sell
26,969
-46,907
-63% -$6.91M 0.58% 58
2021
Q2 		$10.1M Sell
73,876
-6,044
-8% -$783K 1.55% 8
2021
Q1 		$9.76M Sell
79,920
-6,606
-8% -$848K 1.72% 5
2020
Q4 		$11.5M Sell
86,526
-19,678
-19% -$2.37M 2.66% 5
2020
Q3 		$12.3M Sell
106,204
-25,032
-19% -$2.73M 3.68% 2
2020
Q2 		$12M Sell
131,236
-2,544
-2% -$197K 4.03% 2
2020
Q1 		$8.51M Sell
133,780
-3,612
-3% -$266K 3.48% 4
2019
Q4 		$10.1M Sell
137,392
-31,576
-19% -$2.03M 3.19% 5
2019
Q3 		$9.46M Sell
168,968
-4,536
-3% -$237K 3.06% 5
2019
Q2 		$8.59M Buy
+173,504
New +$8.45M 2.77% 6
2018
Q4 		$4.19M Buy
106,240
+304
+0.3% +$14.7K 1.53% 19
2018
Q3 		$6.2M Buy
105,936
+4,264
+4% +$222K 1.7% 16
2018
Q2 		$4.71M Buy
+101,672
New +$4.61M 1.26% 26
2017
Q1 		$5.18M Sell
127,412
-198,984
-61% -$6.55M 0.97% 28
2016
Q4 		$9.94M Hold
326,396
– – 1.8% 23
2016
Q3 		$9.94M Sell
326,396
-24,000
-7% -$635K 1.84% 21
2016
Q2 		$9.12M Sell
350,396
-68,936
-16% -$1.71M 1.72% 23
2016
Q1 		$12.1M Sell
419,332
-8,776
-2% -$219K 2.22% 16
2015
Q4 		$12.6M Sell
428,108
-2,036
-0.5% -$58.2K 2.15% 16
2015
Q3 		$12.9M Sell
430,144
-54,792
-11% -$1.61M 2.08% 21
2015
Q2 		$16.5M Sell
484,936
-48,020
-9% -$1.54M 2.38% 18
2015
Q1 		$18.7M Sell
532,956
-22,384
-4% -$676K 2.5% 16
2014
Q4 		$15.3M Buy
+555,340
New +$15.1M 2.22% 21

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

IQ EQ Fund Management's AAPL Position: Q1 2026 in Review

IQ EQ Fund Management reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $925K and leaving 86,194 shares worth $21.9M. The position accounts for 1.66% of the portfolio, ranked #11.

IQ EQ Fund Management first reported a position in AAPL in Q4 2014 and has held it in 41 quarters since. The position peaked at $24.4M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IQ EQ Fund Management held 86,194 shares of Apple worth $21.9M as of Q1 2026.
  • IQ EQ Fund Management sold 3,554 Apple shares in Q1 2026, an estimated $925K.
  • Apple made up 1.66% of IQ EQ Fund Management's portfolio in Q1 2026, its #11 holding.
  • IQ EQ Fund Management first reported a position in Apple in Q4 2014 and has held it in 41 quarters since.
  • IQ EQ Fund Management's Apple position peaked at $24.4M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.