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
2022 Q4	–	Sell	-4,000	Closed	-$33K	–	99
2022 Q3	$33K	Buy	+4,000	New	+$628K	0.01%	86
2021 Q4	–	Sell	-1,384	Closed	-$173K	–	118
2021 Q3	$173K	Buy	+1,384	New	+$204K	0.05%	109
2020 Q2	–	Sell	-54,400	Closed	-$93K	–	88
2020 Q1	$93K	Buy	+54,400	New	+$4M	0.06%	55
2019 Q1	–	Sell	-96	Closed	-$4K	–	70
2018 Q4	$4K	Sell	96 -84	-47%	-$4.07K	﹤0.01%	70
2018 Q3	$1K	Buy	180 +60	+50%	+$3.13K	﹤0.01%	225
2018 Q2	$5K	Sell	120 -8,680	-99%	-$394K	﹤0.01%	164
2018 Q1	$369K	Sell	8,800 -47,600	-84%	-$2.05M	0.28%	33
2017 Q4	$3K	Buy	+56,400	New	+$2.36M	﹤0.01%	53

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.