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Liberty One Investment Management’s Apple AAPL Stock Holding History

Liberty One 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 		$6.36M Buy
25,052
+6,812
+37% +$1.77M 0.66% 34
2025
Q4 		$4.96M Sell
18,240
-14,856
-45% -$3.99M 0.63% 37
2025
Q3 		$8.43M Buy
33,096
+7,181
+28% +$1.62M 0.47% 34
2025
Q2 		$5.32M Buy
25,915
+1,515
+6% +$306K 0.54% 45
2025
Q1 		$5.42M Buy
24,400
+1,323
+6% +$307K 0.55% 40
2024
Q4 		$5.78M Buy
23,077
+1,134
+5% +$267K 0.63% 34
2024
Q3 		$5.11M Buy
21,943
+697
+3% +$156K 0.52% 39
2024
Q2 		$4.47M Buy
21,246
+50
+0.2% +$9.32K 0.5% 38
2024
Q1 		$3.63M Buy
21,196
+1,561
+8% +$284K 0.41% 51
2023
Q4 		$3.78M Buy
19,635
+621
+3% +$115K 0.47% 36
2023
Q3 		$3.26M Buy
19,014
+502
+3% +$92.1K 0.47% 34
2023
Q2 		$3.59M Buy
18,512
+9
+0% +$1.57K 0.47% 31
2023
Q1 		$3.05M Buy
18,503
+1,955
+12% +$288K 0.42% 32
2022
Q4 		$2.15M Buy
16,548
+808
+5% +$115K 0.31% 62
2022
Q3 		$2.17M Sell
15,740
-7,868
-33% -$1.23M 0.36% 40
2022
Q2 		$3.23M Buy
23,608
+777
+3% +$118K 0.55% 29
2022
Q1 		$3.99M Sell
22,831
-270
-1% -$45.4K 0.61% 29
2021
Q4 		$4.1M Buy
23,101
+194
+0.8% +$30.7K 0.62% 29
2021
Q3 		$3.24M Sell
22,907
-701
-3% -$103K 0.55% 29
2021
Q2 		$3.23M Buy
23,608
+1
+0% +$130 0.55% 29
2021
Q1 		$2.88M Sell
23,607
-1,173
-5% -$151K 0.51% 29
2020
Q4 		$3.29M Sell
24,780
-776
-3% -$93.3K 0.62% 27
2020
Q3 		$2.96M Sell
25,556
-3,112
-11% -$340K 0.61% 27
2020
Q2 		$2.62M Sell
28,668
-6,524
-19% -$506K 0.59% 27
2020
Q1 		$2.24M Sell
35,192
-3,188
-8% -$234K 0.58% 27
2019
Q4 		$2.82M Buy
+38,380
New +$2.47M 0.61% 27

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liberty One Investment Management's AAPL Position: Q1 2026 in Review

Liberty One Investment Management increased its Apple (AAPL) stake by 37% in Q1 2026, buying an estimated $1.77M and bringing the position to 25,052 shares worth $6.36M. The position accounts for 0.66% of the portfolio, ranked #34.

Liberty One Investment Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.43M in Q3 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Liberty One Investment Management held 25,052 shares of Apple worth $6.36M as of Q1 2026.
  • Liberty One Investment Management bought 6,812 Apple shares in Q1 2026, an estimated $1.77M.
  • Apple made up 0.66% of Liberty One Investment Management's portfolio in Q1 2026, its #34 holding.
  • Liberty One Investment Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Apple position peaked at $8.43M in Q3 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.