Knollwood Investment Advisory’s Apple AAPL Stock Holding History

Knollwood Investment Advisory’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	$38M	Hold	149,835	–	–	3.83%	3
2025 Q4	$40.7M	Hold	149,835	–	–	3.83%	4
2025 Q3	$38.2M	Hold	149,835	–	–	3.44%	5
2025 Q2	$30.7M	Hold	149,835	–	–	2.95%	5
2025 Q1	$33.3M	Hold	149,835	–	–	3.68%	4
2024 Q4	$37.5M	Hold	149,835	–	–	3.93%	4
2024 Q3	$34.9M	Hold	149,835	–	–	3.74%	4
2024 Q2	$31.6M	Buy	149,835 +880	+0.6%	+$164K	3.51%	4
2024 Q1	$25.5M	Hold	148,955	–	–	4.62%	4
2023 Q4	$28.7M	Buy	148,955 +123,374	+482%	+$22.8M	5.96%	2
2023 Q3	$4.38M	Sell	25,581 -463	-2%	-$84.9K	2.05%	13
2023 Q2	$5.05M	Hold	26,044	–	–	1.7%	16
2023 Q1	$4.29M	Hold	26,044	–	–	0.83%	21
2022 Q4	$3.38M	Buy	+26,044	New	+$3.72M	1.33%	18

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

Knollwood Investment Advisory's AAPL Position: Q1 2026 in Review

Knollwood Investment Advisory held its Apple (AAPL) position steady in Q1 2026 at 149,835 shares worth $38M. The position accounts for 3.83% of the portfolio, ranked #3.

Knollwood Investment Advisory first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.7M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Knollwood Investment Advisory held 149,835 shares of Apple worth $38M as of Q1 2026.
Knollwood Investment Advisory left its Apple share count unchanged in Q1 2026.
Apple made up 3.83% of Knollwood Investment Advisory's portfolio in Q1 2026, its #3 holding.
Knollwood Investment Advisory first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Knollwood Investment Advisory's Apple position peaked at $40.7M in Q4 2025.
6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.