Ironwood Investment Management’s Apple AAPL Stock Holding History

Ironwood Investment 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	$466K	Hold	1,836	–	–	0.19%	120
2025 Q4	$499K	Hold	1,836	–	–	0.21%	115
2025 Q3	$468K	Hold	1,836	–	–	0.2%	117
2025 Q2	$377K	Hold	1,836	–	–	0.18%	117
2025 Q1	$408K	Hold	1,836	–	–	0.22%	108
2024 Q4	$460K	Hold	1,836	–	–	0.23%	105
2024 Q3	$428K	Hold	1,836	–	–	0.21%	113
2024 Q2	$387K	Hold	1,836	–	–	0.21%	115
2024 Q1	$315K	Hold	1,836	–	–	0.15%	133
2023 Q4	$353K	Hold	1,836	–	–	0.19%	121
2023 Q3	$314K	Hold	1,836	–	–	0.19%	119
2023 Q2	$356K	Hold	1,836	–	–	0.21%	115
2023 Q1	$303K	Hold	1,836	–	–	0.19%	121
2022 Q4	$239K	Hold	1,836	–	–	0.16%	133
2022 Q3	$254K	Hold	1,836	–	–	0.18%	135
2022 Q2	$251K	Hold	1,836	–	–	0.17%	134
2022 Q1	$321K	Hold	1,836	–	–	0.17%	135
2021 Q4	$326K	Hold	1,836	–	–	0.16%	139
2021 Q3	$260K	Hold	1,836	–	–	0.13%	154
2021 Q2	$251K	Hold	1,836	–	–	0.13%	161
2021 Q1	$224K	Hold	1,836	–	–	0.12%	161
2020 Q4	$244K	Hold	1,836	–	–	0.14%	148
2020 Q3	$213K	Buy	+1,836	New	+$200K	0.15%	141
2019 Q4	–	Sell	-4,636	Closed	-$260K	–	155
2019 Q3	$260K	Buy	4,636 +336	+8%	+$17.6K	0.19%	127
2019 Q2	$213K	Hold	4,300	–	–	0.17%	131
2019 Q1	$204K	Buy	+4,300	New	+$182K	0.17%	138
2018 Q4	–	Sell	-4,300	Closed	-$243K	–	151
2018 Q3	$243K	Buy	+4,300	New	+$224K	0.17%	145

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

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

Ironwood Investment Management held its Apple (AAPL) position steady in Q1 2026 at 1,836 shares worth $466K. The position accounts for 0.19% of the portfolio, ranked #120.

Ironwood Investment Management first reported a position in AAPL in Q3 2018 and has held it in 27 quarters since. The position peaked at $499K in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Ironwood Investment Management held 1,836 shares of Apple worth $466K as of Q1 2026.
Ironwood Investment Management left its Apple share count unchanged in Q1 2026.
Apple made up 0.19% of Ironwood Investment Management's portfolio in Q1 2026, its #120 holding.
Ironwood Investment Management first reported a position in Apple in Q3 2018 and has held it in 27 quarters since.
Ironwood Investment Management's Apple position peaked at $499K in Q4 2025.
6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.