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January Capital Advisors’s Apple AAPL Stock Holding History

January Capital 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
2026
Q1 		$406K Buy
+1,600
New +$416K 0.55% 34
2022
Q2 		$2.5M Hold
18,291
– – 2.22% 9
2022
Q1 		$2.5M Buy
18,291
+269
+1% +$45.2K 2.22% 9
2021
Q4 		$3.2M Buy
+18,022
New +$2.85M 2.54% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

January Capital Advisors's AAPL Position: Q1 2026 in Review

January Capital Advisors opened a new position in Apple (AAPL) in Q1 2026: 1,600 shares worth $406K. The stake represents 0.55% of the portfolio and ranks #34 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in AAPL as recently as Q2 2022.

January Capital Advisors first reported a position in AAPL in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.2M in Q4 2021. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • January Capital Advisors held 1,600 shares of Apple worth $406K as of Q1 2026.
  • Apple was a new January Capital Advisors position in Q1 2026.
  • Apple made up 0.55% of January Capital Advisors's portfolio in Q1 2026, its #34 holding.
  • January Capital Advisors first reported a position in Apple in Q4 2021 and has held it in 4 quarters since.
  • January Capital Advisors's Apple position peaked at $3.2M in Q4 2021.
  • 6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.