Iron Gate Global Advisors’s Apple AAPL Stock Holding History

Iron Gate Global 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	-2,400	Closed	-$67.9K	–	101
2025 Q3	$67.9K	Buy	+2,400	New	+$542K	0.01%	112
2024 Q3	–	Sell	-17,900	Closed	-$921K	–	91
2024 Q2	$921K	Sell	17,900 -600	-3%	-$112K	0.15%	43
2024 Q1	$344K	Sell	18,500 -100	-0.5%	-$18.2K	0.06%	70
2023 Q4	$758K	Sell	18,600 -500	-3%	-$92.3K	0.15%	46
2023 Q3	$502K	Hold	19,100	–	–	0.11%	48
2023 Q2	$962K	Sell	19,100 -2,400	-11%	-$418K	0.21%	39
2023 Q1	$647K	Sell	21,500 -5,500	-20%	-$812K	0.16%	47
2022 Q4	$304K	Sell	27,000 -1,600	-6%	-$229K	0.08%	63
2022 Q3	$541K	Buy	+28,600	New	+$4.49M	0.15%	46
2022 Q2	–	Sell	-112	Closed	-$275K	–	89
2022 Q1	$275K	Buy	112 +60	+115%	+$10.1K	0.06%	77
2021 Q4	$1.5M	Sell	52 -144	-73%	-$22.8K	0.35%	31
2021 Q3	$672K	Hold	196	–	–	0.18%	51
2021 Q2	$593K	Sell	196 -24,404	-99%	-$3.16M	0.17%	53
2021 Q1	$529K	Buy	+24,600	New	+$3.16M	0.17%	56
2019 Q3	–	Sell	-360,000	Closed	-$27K	–	71
2019 Q2	$27K	Buy	360,000 +353,600	+5,525%	+$17.2M	0.02%	68
2019 Q1	$303K	Hold	6,400	–	–	0.12%	53
2018 Q4	$273K	Buy	+6,400	New	+$310K	0.2%	48
2018 Q3	–	Sell	-2,000	Closed	-$18K	–	239
2018 Q2	$18K	Buy	2,000 +400	+25%	+$18.1K	0.01%	125
2018 Q1	$10K	Buy	+1,600	New	+$68.9K	0.01%	57

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

Iron Gate Global Advisors's AAPL Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Apple (AAPL) stake by 0.63% in Q1 2026, buying an estimated $456K and bringing the position to 279,620 shares worth $71M. The position accounts for 7.5% of the portfolio, ranked #4.

Iron Gate Global Advisors first reported a position in AAPL in Q2 2017 and has held it in 35 quarters since. The position peaked at $76.7M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Iron Gate Global Advisors held 279,620 shares of Apple worth $71M as of Q1 2026.
Iron Gate Global Advisors bought 1,752 Apple shares in Q1 2026, an estimated $456K.
Apple made up 7.5% of Iron Gate Global Advisors's portfolio in Q1 2026, its #4 holding.
Iron Gate Global Advisors first reported a position in Apple in Q2 2017 and has held it in 35 quarters since.
Iron Gate Global Advisors's Apple position peaked at $76.7M in Q3 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.