J. Safra Asset Management’s Apple AAPL Stock Holding History

J. Safra Asset 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	$12.2M	Sell	48,019 -2,702	-5%	-$703K	0.66%	24
2025 Q4	$13.8M	Buy	+50,721	New	+$13.6M	0.72%	22
2023 Q3	–	Sell	-8,790	Closed	-$1.7M	–	104
2023 Q2	$1.7M	Hold	8,790	–	–	0.24%	20
2023 Q1	$1.45M	Buy	+8,790	New	+$1.3M	0.23%	21
2021 Q2	–	Sell	-4,400	Closed	-$537K	–	33
2021 Q1	$537K	Sell	4,400 -1,813	-29%	-$233K	0.25%	14
2020 Q4	$824K	Buy	+6,213	New	+$747K	0.43%	10
2016 Q4	–	Sell	-2,240	Closed	-$63K	–	26
2016 Q3	$63K	Sell	2,240 -1,076	-32%	-$28.5K	0.11%	47
2016 Q2	$79K	Sell	3,316 -35,184	-91%	-$874K	0.13%	70
2016 Q1	$1.05M	Sell	38,500 -43,344	-53%	-$1.08M	0.85%	30
2015 Q4	$2.15M	Buy	+81,844	New	+$2.34M	1.65%	19

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

J. Safra Asset Management's AAPL Position: Q1 2026 in Review

J. Safra Asset Management reduced its Apple (AAPL) stake by 5.3% in Q1 2026, selling an estimated $703K and leaving 48,019 shares worth $12.2M. The position accounts for 0.66% of the portfolio, ranked #24.

J. Safra Asset Management first reported a position in AAPL in Q4 2015 and has held it in 10 quarters since. The position peaked at $13.8M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

J. Safra Asset Management held 48,019 shares of Apple worth $12.2M as of Q1 2026.
J. Safra Asset Management sold 2,702 Apple shares in Q1 2026, an estimated $703K.
Apple made up 0.66% of J. Safra Asset Management's portfolio in Q1 2026, its #24 holding.
J. Safra Asset Management first reported a position in Apple in Q4 2015 and has held it in 10 quarters since.
J. Safra Asset Management's Apple position peaked at $13.8M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.